Reports
Project Stage Forecast
Review assigned unfinished stages and choose work for your workflow.
Last checked 10 November 2026
Open Project Stage Forecast from the Forecast figure on your dashboard or the workflow header's View Forecast link. The personal forecast is based on the stage owner.
Read the list
The table identifies the project, stage, title, price, client, stage owner, status and workflow selection. Follow the project reference to inspect the full record before changing the work.
The list includes your unfinished, uninvoiced stages on unarchived projects. It excludes projects On hold and stages On hold. Completed stages are excluded from this forecast. A project can still contain unfinished stages even when its overall status has been set to Completed or closed, so review such work rather than assuming it is finished.
Explicitly Non-fee earning stages remain eligible for this operational list. They display the non-fee-earning indicator and carry no stage fee. The forecast therefore includes work that requires attention without necessarily representing money to invoice.
Select workflow items
Turn on the Workflow switch beside stages you intend to work on. Turn it off to remove a selection. The forecast total adds stage prices; the workflow amount adds prices only for the selected rows. Non-fee-earning work contributes zero to those money totals.
Open the workflow control in the header to act on selected work. Expanding a workflow item lets you optionally record time and mark its stage Completed. Use the time-recording form instead if you want to record work while leaving the stage unfinished.
If expected work is missing
Check the stage owner, stage status, invoice association and project archive or hold state. A zero price alone does not remove a stage from this report. Staff reviewing another person's workload should use the reporting controls available to their permission group.
See Workflows for completion steps and Projects Due For Invoicing for completed fee-earning work.
To choose another person before opening the results, see Fee Earner Forecast. That guide also explains the administrator restriction and why workflow switches are hidden in the selected-user view.