Welcome to the Forecast Help Center

Getting started

• Getting started with Forecast

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View Only resources

• View Only - Getting started
• View Only - Accessing your company's Forecast account
• View Only - Navigating the schedule
• View Only - Filtering the schedule

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Schedule

• Adding time assignments
• Milestones
• Scheduling time off
• Analyzing your team’s time
• Filtering the schedule

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Projects

• What are projects?
• Creating projects
• Project tags and color labels
• Future scheduled hours and remaining budgeted hours

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Team

• Adding people
• Inviting people to Forecast
• Assigning and managing roles
• Team permissions
• Placeholders

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Clients

• Creating and editing clients
• Archiving, restoring, and deleting clients

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Harvest and Forecast

• Connecting and disconnecting Harvest and Forecast
• Managing projects, clients, and people in the Harvest + Forecast integration
• The benefits of integrating Harvest and Forecast
• My Harvest account is connected to another Forecast account. What should I do?

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Account settings

• Customizing project color labels
• How do I upgrade to a paid plan?
• Forecast pricing
• How do I adjust the number of paid seats in my subscription?

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Your profile

• Harvest ID – Signing in and more
• How do I merge accounts with different email addresses into one Harvest ID?
• How do I reset my password?

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FAQs

• Do you have any keyboard shortcuts?
• Which browsers does Forecast support?

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