C&I Budget Forecasting
How to use the C&I Expense Forecast reports to project replacement costs for budget planning.
Quick Answer
Go to Reports and find the C&I Expense Forecast – Aggregated report. It projects replacement costs by year based on active issuance expiry dates across your entire organization.
The C&I Expense Forecast turns your issuance records into a multi-year budget projection — no spreadsheet formulas required.
How it works
DREAM calculates an expiry date at the moment of every issuance: issue date + item lifespan. The Expense Forecast groups those expiry dates by year and multiplies by the item's current replacement cost to produce projected spend.
Two report formats
- —Aggregated — replacement costs rolled up by category and item type. Best for presenting to finance or senior leadership.
- —Detailed — one row per issuance, showing exactly which items are coming due and when. Best for planning procurement timelines.
Both formats support Print and CSV export.
Getting accurate data
The more complete your issuance data, the more accurate the forecast. Issuing items with backdated issue dates — for example, retroactive to an employee's hire date — produces the most realistic expiry spread across your organization.
💡 Tip: The replacement cost used in the forecast is the Replacement Cost field on each C&I item — not the original purchase price. Keep this field updated to reflect current market prices so your forecast stays accurate year over year.