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

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.

delivery

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.