Add fee forecast

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Prerequisite:

An existing contract must be available with a billing rule.

Steps

  1. Go to Project management and accounting > Projects > All projects.

  2. Use the Quick Filter to find records. For example, filter on the Project ID field with a value of 'DEMF-011757'.

  3. In the list, mark the selected row.

  4. Click Fee forecasts.

  5. Click New.

  6. In the list, mark the selected row.

  7. In the Forecast model field, enter or select a value.

  8. In the Sales price field, enter a number.

  9. Click Save.

  10. Close the page.