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Review cost forecast for your project

Use the Cost Forecast widget to compare planned, actual and forecast costs, assess performance indices and understand key cost drivers.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Cost Forecast widget​

Navigate to the Financial section of your dashboard and locate the Cost Forecast widget card that displays high-level project cost metrics.

Open the Cost Forecast widget

Step 2: Check overall cost performance metrics​

Review the headline figures such as Estimate at Completion (EAC), Budget at Completion (BAC), Variance at Completion (VAC) and performance indices (CPI, SPI, TCPI) at the top of the widget to gauge overall financial health.

Check overall cost performance metrics

Step 3: Interpret performance indicators and badges​

Look at the coloured badges, icons and trend indicators that highlight whether you are over or under budget and ahead or behind schedule, to quickly identify areas that require attention.

Interpret performance indicators and badges

Review the cost trend chart showing planned, actual and forecast values by period to understand how costs are evolving across the project timeline.

Examine cost trends over time

Step 5: Analyse key cost drivers​

Scroll to the cost drivers section to see which categories or activities have the biggest impact on your forecast, and whether each driver is trending up, down or remaining stable.

Analyse key cost drivers

Step 6: Refresh the cost forecast data​

Click the refresh button on the widget header to pull the latest cost forecast information from the underlying data source.

Refresh the cost forecast data

Last updated: 2026-07-16