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Review cost forecast and performance indices

Use the Cost Forecast widget to compare planned vs actual costs, view forecast at completion, and understand key cost performance indices.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Cost Forecast widget​

Navigate to the financial section of the dashboard and locate the Cost Forecast widget card showing summary cost metrics and trend visualisations.

Open the Cost Forecast widget

Step 2: Review estimate and variance at completion​

Check the Estimate at Completion (EAC) against the Budget at Completion (BAC) to see the Variance at Completion (VAC) and quickly understand whether the project is forecast to be over or under budget.

Review estimate and variance at completion

Step 3: Assess cost and schedule performance indices​

Review the Cost Performance Index (CPI), Schedule Performance Index (SPI), and To Complete Performance Index (TCPI) indicators to understand current efficiency and the effort required to complete within budget.

Assess cost and schedule performance indices

Step 4: Compare planned, actual, and forecast costs over time​

Examine the cost trend chart to compare planned, actual, and forecast figures for each period, identifying deviations and emerging cost patterns.

Compare planned, actual, and forecast costs over time

Step 5: Identify key cost drivers​

Scroll to the cost drivers list to see which factors have the highest cost impact and whether each driver is trending up, down, or remaining stable.

Identify key cost drivers

Last updated: 2026-09-03