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🔓 Required permissions
Team : View invoices and Manage invoices
Project : View invoices and Manage invoices
Reading time | 2 minute |
Setup length | 2 minute |
Steps | 1 |
In the project, go to the Invoicing tab > Schedule tab, then click on Actions > Reset Forecast types.
Select the phase(s) (Deliverables) and then choose the Forecast Type for the phases.
Click on Save.
Great! 🎉 The forecast types for the phases of the project have been changed simultaneously.
⚠️ Custom and dynamic custom forecasts will be applied, but you will need to enter the invoiced amounts for the desired months afterward.