How to change the forecast type for multiple phases of a project?

You are managing your billing schedule and you want to apply the same forecast type to all the phases? Here's how to do it for all phases.

Click here to read the article on billing planning.

🔓 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.

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.