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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