Projects
Specify a primary project estimate forecast for quick access
During the course of a project you might have multiple estimates as changes arise. As the list of estimates grows, it can be time consuming to find the one you want.
You can now set a specific estimate as the primary project estimate forecast for quick access.
Forecast reports present information in different ways and time periods, providing insights into the outcome for a project. Forecasts rely on historical data to produce estimated views. Accurate forecasts for defined periods throughout the course of a project can ensure that a project finishes on time and on budget.
Key benefits
Marking an estimate as a primary forecast allows you to quickly identify the estimate as the forecast estimate.
What's new
There's now a Primary Forecast checkbox available on Project estimates. You can select the Primary Forecast checkbox on any estimate for the project estimate. However, only one estimate per project can be set as a primary forecast.
How it works
To set a primary project estimate forecast, select the Primary Forecast checkbox in the Estimate information section of the Project estimate page.
If you select the Primary Forecast checkbox on an estimate and another estimate was previously selected as a primary forecast, the checkbox is cleared on the other estimate. The newly selected estimate is then set as the primary forecast.
For more information, see Create project estimates manually.
To request a follow-up on 2025 Release 3 enhancements, fill out this form. Your account manager will be in touch.
If you'd like to contact your account manager directly, see Contact your Sage Intacct account manager.
Permissions and other requirements
| Subscription |
Construction Projects |
|---|---|
| Regional availability |
|
| User type |
Business Project Manager |
| Permissions |
|
