## ADDED Requirements ### Requirement: Generate multi-period forecast report The system SHALL generate forecast reports showing allocations and revenue projections across multiple months. #### Scenario: View 3-month forecast - **WHEN** a manager requests a forecast report for February-April 2026 - **THEN** the system displays all projects with allocations in that period - **AND** for each project shows month-by-month allocation breakdown - **AND** calculates revenue forecast based on allocations × hourly rates #### Scenario: Forecast includes variance indicators - **WHEN** viewing the forecast report - **THEN** the system shows forecasted hours vs approved estimate for each project - **AND** displays GREEN/YELLOW/RED indicators for over/under-allocation ### Requirement: Filter forecast by project The system SHALL allow filtering forecast reports by project, status, or type. #### Scenario: Filter by project status - **WHEN** filtering forecast report to show only "In-Progress" projects - **THEN** the system displays only projects with that status #### Scenario: Filter by project type - **WHEN** filtering forecast report to show only "Project" type (billable) - **THEN** the system excludes "Support" type projects from the report ### Requirement: Filter forecast by team The system SHALL allow filtering forecast reports by team or team member. #### Scenario: Filter by team member - **WHEN** filtering forecast report to show allocations for "John Doe" - **THEN** the system displays only projects where John Doe has allocations #### Scenario: Filter by role/team - **WHEN** filtering forecast report to show allocations for "Backend Developer" role - **THEN** the system displays allocations for all team members with that role ### Requirement: Forecast revenue calculation The system SHALL calculate revenue forecasts based on allocations multiplied by team member hourly rates. #### Scenario: Calculate monthly revenue forecast - **WHEN** a project has allocations: Developer A 40h @ $150/h, Developer B 30h @ $125/h - **THEN** the system calculates monthly revenue forecast as $9,750 (40×$150 + 30×$125) #### Scenario: Calculate total revenue forecast for period - **WHEN** viewing forecast for Feb-Apr - **AND** total allocations are: Feb $9,750, Mar $12,000, Apr $6,000 - **THEN** the system calculates total period revenue forecast as $27,750 ### Requirement: Forecast summary aggregations The system SHALL provide summary aggregations across all projects in the forecast. #### Scenario: Total approved hours vs allocated hours - **WHEN** viewing forecast summary - **THEN** the system displays total approved estimate across all projects - **AND** displays total allocated hours across all projects - **AND** shows overall variance percentage #### Scenario: Revenue forecast summary - **WHEN** viewing forecast summary - **THEN** the system displays total possible revenue (if all projects delivered at 100% allocation) - **AND** displays current forecasted revenue based on actual allocations ### Requirement: Customizable date range The system SHALL allow selecting custom date ranges for forecast reports. #### Scenario: Select date range - **WHEN** a manager selects "From: 2026-02" and "To: 2026-06" - **THEN** the system generates forecast for those 5 months