The Forecast Comparison Dashboard uses the project object hierarchy to show a comparison of costs beginning with the original budget, moving to the current budget, current forecast and prior working forecasts. This data is represented in both graphical and tabular formats.
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Navigate to Forecasts > Forecast Comparison.
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In the Project Navigation Register panel, do the following:
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(Optional) In the tool bar, click the Project Controller ellipsis and select the project controller.
All the projects that are controlled by the selected project controller are displayed.
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(Optional) In the tool bar, click the Project Manager ellipsis and select the project manager of the project.
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(Optional) In the tool bar, click the Portfolio ellipsis and select the portfolio to which the project belongs to.
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Select the required project row to view and edit its project details.
The project details are displayed on the right-hand side.
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On the right-hand side, at the top of the screen, in the tool bar, click the Project ellipsis to select the required project.
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At the top of the screen, in the tool bar:
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Click the Snapshot A ellipsis and select the required project period.
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Click the Snapshot B ellipsis and select the required project period.
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Click the Snapshot C ellipsis and select the required project period.
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If required, click the Refresh icon to update the screen.
The object data appears in the Forecast Comparison Summary panel along with a graph in Forecast Comparison Chart.
The below listed details appear in the Forecast Comparison Summary panel:
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Path ID - Displays the path ID of the object.
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Name - Displays the name of the of the object.
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Original Budget - Displays the original budget of the object.
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Current Budget - Displays the current budget of the object.
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Current Forecast - Displays the current forecast of the object.
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Year Month <Snapshot A> - Displays the working forecast of the project period selected in Snapshot A.
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Year Month <Snapshot B> - Displays the working forecast of the project period selected in Snapshot B.
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Year Month <Snapshot C> - Displays the working forecast of the project period selected in Snapshot C.
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Project Manager - Displays the project manager name.
You can customize the view of the Forecast Comparison Summary panel from View Settings.
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The Forecast Comparison Chart displays the original budget, current budget, current forecast of project. Also, the working forecast of selected project periods appear.