Review cost forecast and performance
Use the Cost Forecast widget to understand current and projected project costs, key cost drivers, and performance indices such as CPI, SPI, and EAC.
This guide is designed for project manager.
Steps
Step 1: Locate the Cost Forecast widget on the financial dashboard
Open the financial section of your PlanOps dashboard and scroll until you see the Cost Forecast widget, showing cost performance indicators and trend information.
Step 2: Review key cost performance metrics
In the top area of the widget, read the headline metrics such as Estimate at Completion (EAC), Budget at Completion (BAC), Variance at Completion (VAC), and performance indices (CPI, SPI, TCPI) to understand overall cost health.
Step 3: Analyse the cost trend over time
Look at the cost trend chart to compare planned, actual, and forecast costs by period, helping you identify whether spending is tracking to plan or drifting over time.
Step 4: Identify key cost drivers
In the cost drivers section, review the listed drivers with their impact and trend (up, down, or stable) to understand which factors are most strongly influencing your forecast.
Step 5: Refresh the cost forecast data
Use the refresh button on the widget toolbar to request the latest cost forecast data from the system, ensuring that your view reflects the most recent project information.
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Last updated: 2026-02-02