• Within Settings Admins can set preferred forecast periods; weekly or monthly. Once a forecast distribution is created on any budget item this setting cannot be changed.

• Perform forecast distributions for each budget line item with four built-in forecast distribution curves, including front-loaded, rear-loaded, typical, and linear (when required, you can manually override).
• There are three ways to access the distribution curve functionality.

• • OPTION 1: Via the Forecast Distribution section of the budget item’s details flyout panel.

• • OPTION 2: Within the Forecast Tool via the more menu (three-dot menu) of a budget line item in the Cost & Time view.
    • From this view you can also select multiple budge items and batch create forecast distributions.
    • If you use a grouped view (via. filters) you can multi-select by the group header.

• • OPTION 3: Within the Forecast Tool via the more menu (three-dot menu) of a budget line item in the table in the Cashflow view.

• A Create Forecast Distribution dialog box will appear when creating a forecast distribution, add in the distribution start and end date. When performing distributions to items connected to the schedule, dates automatically pull in. 
• Choose the Curve from the drop-down menu; front-loaded, rear-loaded, typical, and linear. Note, a Budget with a time-based unit can only be distributed with a linear curve.
• Select, Create. 

• The details flyout panel will update to display a graphic representation of the distribution. 
• Choose to display the information by amount or percent. 
• Select the three dot more menu to delete the distribution.
• Use the control icon to access the chart’s settings to display the chart by period, cumulative, or cumulative & by period. 
• Select the arrow icon to expand the chart view. 

• Hover over a specific point on the chart to view detailed information. 

• In the table, scroll to view the distribution periods.
• As projections are made, the system will auto-flag if the distribution total doesn’t match the forecast-final cost and direct you to open the distribution details.

• The distribution details will open in the Cash Flow tab.
• There you can manually make the distribution.

• To customize the distribution further, select the more menu to add periods or delete the last period.

• Once all budget line items are forecasted, teams can access a project-level cash flow analysis to easily visualize the cash flow distribution throughout the project lifecycle.
• This real-time summary enables teams to see planned actual and forecast quickly. It also provides the ability to drill into details if needed.
• To access this, open the Forecast tool via the left sidebar then, select the Cashflow tab.

Time-Versus-Money Chart Navigation

• To display the built-in dynamic time-versus-money chart, select the chart icon.
• Click Revised Budget, Work Completed, Actual Cost, or Forecast Final Cost to switch between views. 
• Choose to display the information by amount or percent. 
• Use the control icon to access the chart’s settings to display the chart by period, cumulative, or cumulative & by period. 
• Hover over a specific point on the chart to view detailed information. 

Table Navigation

• Use the control icon to rearrange columns and hide/show months. 
• Use the filter icon above the cart to filter/group the information within the table. 
• To save views, select Default View, then Save Current Views. 

• To dive deeper, hover to the right of the line item’s name to access the option to open details view. 

• With the details view open, select the name of a budget item to view specific information/make updates within the details flyout panel. The graph will also change to display the information relevant to that item for the particular view you’re in. 
• To delete distribution directly from the table select the three dot more menu.

• When a budget payment application, cost payment application or expense is approved, the ‘Forecast Distribution’ date field within the details flyout panel will display the same date as the ‘Approved’ date.
• However, it can manually be modified manually to meet your needs.