1.1.3 Projection methods & how the Projected column is built

The Projected column is the full-year current-year total your proposed budget is compared against (not the proposed number itself — that's the Proposed column). HOAi estimates Projected using the projection method you choose, or that it auto-detects.

The three methods

• Historical average — uses past years in the database
• Annualized current year — YTD actuals ÷ months elapsed × 12
• Current year budget — uses the approved budget for unfilled months

Per GL, the agent also picks a proposed-budget method (inflation %, contract amount, match-to-expenses for assessment income, etc.) and falls back to the approved budget when actuals are thin. You set the default method in the Configuration Questionnaire and the fallback thresholds in Budget Setup UI settings.

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↩ Part of How HOAi drafts a budget — the principles · Budgets — Start here