Budget and forecasting

Overriding Forecast at Completion and reviewing forecast notes

Forecast overrides let the team replace a calculated expectation with an informed project forecast.

Project TeamDesktop WebVerified July 24, 2026

Forecast overrides let the team replace a calculated expectation with an informed project forecast.

Best for: Project managers and controllers · Requires: Financial-management access.

Before overriding:

  1. Review current commitments, COs, invoices, and Receipts.
  2. Decide whether the override represents Forecast to Complete or Forecast at Complete.
  3. Enter a note explaining the assumption.
  4. Save and confirm the resulting Forecast at Completion.

Use an override for information that existing records cannot yet show, such as an expected cost that is not ready for a formal CO. Do not use it to hide a known transaction that belongs in a Commitment, Change Event, or Receipt.

Forecast at Completion estimates final cost. It does not forecast the timing of cash receipts or payments.

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