Equinox's cost forecasting feature provides you with estimated future costs for your existing IP portfolio and for new filings.  

TABLE OF CONTENTS

What does the cost forecasting feature do?

The cost forecasting feature lets you forecast: 

  • Costs relating to your existing portfolio

  • Costs for new filings in the future

Which kinds of IP does the cost forecasting feature work for?

You can use the cost forecasting feature for:

  • Patents

  • Trade marks

Where does this data come from?

Equinox utilises a Questel API to retrieve cost rules and information. It is also possible to create overrides in your system to use your own cost amounts.

What information is on the cost forecasts page?

After making sure cost forecasts are enabled, follow these steps to generate cost forecasts in Equinox:

  1. Go to Finance > Financial Reports > Forecasts

  2. This takes you to the Forecasts page

On the top half of the screen you'll see this information:

  • Forecast(s) box (top left)

  • Filters box (bottom left)

  • Overrides button (top right)

  • Extension profiles button (top right)

  • Graphic display of forecast data (bottom right)

On the bottom half of the screen there's a table that displays:

  • Each Forecast that is checked in the top left Forecast(s) box

  • Costs for each forecast scenario. The dates displayed depend on the period length and number of periods selected in the 'Filters' box above



Where can I find more information about configuring and using forecasts?

To learn how to enable cost forecasts in Equinox, see our article on configuring the cost forecasting feature.

After enabling cost forecasts, see these articles for information about how to use the cost forecasts feature: