Fee Earner Forecast

Use Reports > Fee Earner Forecast to select a person before opening the Project Stage Forecast view. The first page is a selector; the stage list and totals appear after you run it.

Choose a fee earner

1. Open Reports > Fee Earner Forecast.
2. Choose Fee Earner from the list of active fee earners.
3. Click Run Report.
4. Review the stage forecast that opens.

The Reports menu shows this option to users with View and Edit Other User Workflows access. The results page currently applies a different restriction: only administrators can use the selected user's ID to view someone else's forecast. Other users still see their own stages.

If you select another person but still see your own work, ask an administrator to run the report or review your access. Do not assume that seeing the selector grants access to another person's results.

Read the forecast

The results use the stage's main owner to select work. The list covers unfinished, uninvoiced stages on unarchived projects and excludes stages and projects on hold. It can include non-fee-earning stages, which contribute no stage fee.

The total below the prices adds the listed stage fees. It describes stage work, not invoice payments received or a breakdown of the dashboard's billed figure.

Use project and stage links to review the underlying work. The view opened through this selector hides the Workflow column and its amount. Open your personal forecast from the dashboard's Forecast link when you need to see the selected workflow amount or use its switches. Recording time and marking a stage completed are separate actions.

See Project Stage Forecast for the list's filters and workflow controls, and Performance Report for an emailed spreadsheet combining staff billing, time and workload figures.