How to activate Cash Flow Forecasting

Cash Flow Forecasting in Planyard lets you take your budget and forecast both costs and income across the project timeline. To use it, you need to activate it on both the company and project level.

1. Activate at company level

1. Go to Company in the top menu.
2. Click Settings.
3. Open the Financial Settings tab.
4. Scroll down and enable Cash Flow Forecasting.

2. Activate at project level

1. Open the project where you want to use cash flow forecasting.
2. Go to Settings in the project menu.
3. Find Cash Flow Forecasting in the feature list and enable it.

Note: Cash flow forecasting requires project dates to be set. You can add or update project dates in the same Project Settings view.

See the cash flow forecasting tutorial video for a step-by-step walkthrough.