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Conga Support

Reviewing Payment Forecasts

This page applies to: Conga Contracts (formerly Novatus)

The Payments feature includes a forecasting option that projects the amount of money that is expected to be spent/received in accordance with a contract's payment terms.  The forecasting option provides two views: Individual Payment Forecast view for a specific payment stream and an All Payment Forecasts view that provides all the payment forecasts generated for the contract.  This expanded view includes all the information in the individual view, as well as totals for all relevant fields and a calculation that displays the difference between what has been paid/received and what is still due/owed.

At least one payment forecast must be generated before accessing either forecast view.

Reviewing an Individual Payment Forecast

1.  Open the Contract Profile with the forecasted payment stream.

2.  Click the Payments link in the Links section of the screen.

3.  In the Payments screen, locate the payment stream, and click its  icon.

4.  When the screen refreshes, review the forecast for the payment stream.

Reviewing All Payment Forecasts

1.  Open the Contract Profile with the forecasted payment stream.

2.  Click the Payments link in the Links section of the screen.

3.  In the Payments screen, click View Forecast in the toolbar.

4.  When the screen refreshes, review the expanded forecast for all payment streams.