We would like to raise an enhancement request based on customer feedback regarding the way forecast revenue is currently calculated in AdaptiveWork.

At present, the system’s financial model calculates forecast revenue at the project level, using the formula:

Planned Billed Expenses + MAX(Expected Revenue, Revenue EAC) × Cost Allocation (%)

This calculation is applied regardless of the state of individual tasks. As a result, tasks in “Draft” or “On Hold” which still have planned effort and billing rates continue to contribute to financial forecasts.

From a business standpoint, this can be misleading, since Draft or On Hold tasks do not represent confirmed or active work and therefore should not inflate projected revenue.

Customer Request:

Introduce a system option (or enhancement to the Update Forecast logic) that allows organizations to exclude Draft and On Hold tasks from forecast calculations. This would provide more accurate and realistic financial projections, particularly for customers who manage large portfolios with many tentative or paused items.

Current Workarounds:

Filtering Draft and On Hold tasks out of financial reports.