Prerequisite:

An existing project must be available.


Standard procedure

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 Expense 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 Category field, enter or select a value.
9. In the Cost price field, enter a number.
10. Click Save.
11. Close the page.
Related to Notes

Forecast project

 

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