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Welcome to the Harvest 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
  • Adding Milestones to Projects
  • Scheduling Time Off
  • Analyzing Your Team’s Time
  • Filtering Your Schedule 🎦
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Projects

  • What are Projects?
  • Creating Projects
  • Assigning Project Tags and Color Labels
  • Future Scheduled Hours
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Team

  • Adding People To Your Team
  • Inviting People To Forecast
  • Assigning Roles To Your Team
  • Setting Permissions
  • Placeholders 🎦
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Clients

  • Creating and Editing Clients
  • Archiving and Deleting Clients
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Harvest and Forecast

  • How to Integrate with Harvest
  • 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
  • Upgrading Your Account
  • How much does Forecast cost?
  • How do I add or remove people from my plan?
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Your Profile

  • Harvest ID – Signing In and More
  • Switching Between Accounts
  • 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?
  • What browsers does Forecast support?
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Need more guidance? Check out our 15-minute “Getting Started with Forecast” introductory webinar.
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