---
title: "Define and adjust the project financial forecast"
url: "https://help.altus.pro/nl/article/define-and-adjust-the-project-financial-forecast"
language: "nl"
last_updated: "2026-09-02T04:31:51.259Z"
---

# Define and adjust the project financial forecast

The budget should have been entered when the project was initially created. It reflects the stakeholders’ expectations of the project costs when the project was approved. The forecast will capture the current financial estimates based on the project schedule just developed.   
 

[Vimeo video](https://player.vimeo.com/video/1204683201)

  

To define the financial foreast:

1.  Click the **Financials** tab.  
     
2.  Click **+New Cost.**  
     
3.  Complete the **New Cost** form. The **Name** and **Financial Category** are mandatory.  
     
4.  Click the **Generate Transactions** button.  
     
5.  Enter the **Amount to distribute** and the forecast **Start date** and **Number of months**  
     
6.  Next, click **Generate** to have the forecast spread across the desired dates.  
     
7.  **Edit** any individual monthly amount to **contour the forecast.**  
     
8.  Click **\+ Add Transaction** to add additional months to the forecast.   
     
9.  Enter the **Date** and **Forecast.**  
     
10.  Click **Save and Close** to apply changes.   
       
     **Tip:** You can also edit the forecast amount in-cell within the grid.   
       
     **Important:** FInancials can only be captured at the project level, not at the program or portfolio level. The project financials only roll up to the program and portfolio-related reports.