Viewing Current Month Projected Costs

Cost Allocation > Projection > Current Month Projected Cost


You can view projected monthly costs based on previous spending trends.


To view current projected costs:

  1. From Cost Allocation, Projection, select Current Month Projected Costs.

  2. In Group, select Accounts and/or Services to view projected costs for accounts and/or services.

  3. In Filter, select a specific account and or service to view costs for, or select Show all to show all accounts and/or services.

  4. In Extended Filter, select the whether you want to view a consolidated policy, standalone or both.

  5. View the current month projected cost vs the last month's costs at the top right of the report.

  6. Switch views for additional filtering options