The Forecast tab is the place where you can compare the original plan for your jobs (the budget) with what's actually happened based on submitted timesheets and expenses (actuals). The forecast tab for each job shows what Metis expects it to return in terms of revenue, cost and margin, using all information submitted until the present date.
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To access the Forecast tab of a job, you need:
- Access to the Jobs Zone (Level 1, 2 or Admin permissions) OR
- To be the Job Lead (Additional role) for this job
To read more about permissions in Metis, see here.
To access the job as a Job Lead, you can do this from your Homepage, by locating the job in the dynamic list give by your My Jobs widget. If you have access to the Jobs Zone, you can navigate there and locate the job in the list.
Click on the name of the job, and once there navigate to the Forecast tab.
The snapshot at the top of the page is an easy way to see how a job is performing against the budgets you planned at the start of the job. It tells you immediately the values and gross margin percentages that you were expecting (based on your budgets), compared with your current progress to date (forecast), which uses actual information from submitted timesheets and expenses from those working on the job.
The section below the snapshot shows you in more detail the forecast compared with the budget, on a category basis for both revenue and costs.
To further analyse the People/Time contribution of the forecast for this job, click the dropdown next to People/Time.
Your Forecast tab might look slightly different, and may show N/A for some columns. This is because your job is set up differently. To find out more about what you'll see on the Forecast tab based on your Job Type, see here.
To see a person's contribution in even more detail, click on the Eye icon next to their name. You can then see a live comparison of revenue/cost budget vs actuals by month or by week.
Find out more about how Metis forecast values are calculated here.