View the Plan Budget Forecast for a Service Contract

Follow these steps to view the Plan Budget Forecast for a service contract.

1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.      In the Client Funding table below the Client Details, click Open on the Service Contract you want to view the Plan Budget Forecast for.

3.      On the service contract page, click the red 'Budge Forecast' button.

4.      The Plan Budget Forecast screen will appear.

5.      An export of the Plan Budget Forecast can optionally be downloaded, by pressing Action then Export PDF or Export Excel.

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