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Smarter Filtering in Forecast: Project Tags, Search, and Multiple Options

Filtering the schedule in Forecast is one of the best ways to focus when planning your team’s time. You’re most often scheduling—or looking at the schedule of—a single person or project, and all other visible rows can become quite distracting.

Today, we’re excited to announce a big release that expands the current filtering in Forecast and includes several new features to help you work smarter. Watch the video below to get a better understanding of the new filter, and read on for more details.

Project Tags

Tagging people in Forecast has always been powerful: filtering the Team View down to a specific skill, team, department, or even location allows you to find just the person you want to see. So we’re bringing tagging to your projects, offering that same flexibility in the Projects View.

Now you can filter your projects by the project tags you create: project owner, sales funnel, budget, phase, department, or whatever makes sense for your needs. And unlike color labels, you can have multiple tags on a single project! Project tags open the door to an all new way of managing your projects in Forecast.

Search

Instead of just selecting a color label or tag from a list, you can now filter the schedule just by typing and the schedule will filter in real-time as you type. But we’ve also expanded what you can search for, which offers all new options to filter your schedule.

  • Projects View: You can now search by client name, project name, project code, color label, or project tag.
  • Team View: You can now search by person name, email, or team tag.

Want to see all projects for a single client? Just type in the name of that client on the Projects View. Looking for a specific designer? Type in their name and see just that person. It’s that simple.

Multiple Options

In the past you could only filter Forecast by a single color or tag at a time. Now you can filter by multiple options to find just what you’re looking for.

  • Simply use a space when you need to further filter down your results. For example: want to see just designers in the Spanish office? Just type designer Spain to find everyone on the team that has both of those team tags.
  • If you’d like your schedule to include all results across multiple options, use the word “or” in your search. For example: if you want to see all your designers and all your developers at the same time, just type designer or developer. Want to see all orange and all blue projects? Type orange or blue.

These options work for anything you can search for on the schedule, as listed above.


At Harvest we continuously strive to help your team work smarter. With the added ability to tag your projects and the update to Forecast’s filtering options, you now have greater flexibility to help you focus on scheduling.

If you aren’t using tags and filters yet, now’s the best time to start! If you have any questions, please don’t hesitate to reach out to the team at support@forecastapp.com.

Easier Editing from Your Reports

Sometimes something small can make a huge difference. Think about adding salt to your French fries or taking a few moments to clear your mind before tackling a project. We recently made a tiny change to Harvest, but we think it’ll have a big impact on the way you edit time or expense entries.

Currently, our Detailed Time and Expense reports let you easily review your work. But what if you notice an error and need to edit? The report was a dead end, with no easy way to make changes.

Now, we’ve removed that dead end. As of today, when you click on any time listed in the Hours column of a Detailed Time report, or an amount in the Amount column of an Expense report, you’ll be taken right to that entry. Here’s what it looks like for time:

DTR

One thing to note: Previously, clicking an amount in your Expense Report would open the expense’s receipt (if one was attached). Now, you can get to that receipt by clicking the paperclip icon to the right of the amount.

We hope that this update makes editing entries easier, so you have more time for what really matters—getting that clear headspace so you can get to work!

In the Field: How ‘Discernment’ Allows Anchour to Do Great Work for Its Clients

Part of our company mission is to help people work smarter—and that doesn’t stop with our products. We believe we can all benefit from sharing the collective wisdom of our community. That’s why we’ve created this column called In the Field.

In it we’ll feature interviews with Harvest customers, unpacking how they work, how their teams are organized, and what makes them unique. Hopefully it will allow you an opportunity to peer inside someone else’s company and provide some insights that you can take back to your own work.

For our first In the Field column we head to Lewiston, Maine to chat with Anchour, a branding, design, and web development firm. Managing Director Stephen Gilbert talks to us about how he got his start, how the Anchour team works together, and how the element of ‘discernment’ allows them to deliver quality work for their clients.

Continue reading…

Edit Forecast Assignments and Milestones Without Losing Your Place

One of Harvest Forecast’s founding principles was to be frictionless. Today, we release a simple update that should further minimize friction when scheduling.

Now when you create or edit an assignment on the Forecast schedule, you’ll have access to the edit form right next to that assignment. This also goes for milestones. This change keeps you in context with the project or person that you’re planning, so you’re in and out of Forecast even faster.

assignment-popover

As an added bonus, we’ve also added a Cancel button to the edit form. If you have any questions, don’t hesitate to reach out to the team. Happy scheduling!

Harvest for QBO: Control If Payments Copy Over

We realize everyone’s workflow might be a bit different, which is why we’ve added some long-overdue flexibility to our QuickBooks Online integration. You can now control if your Harvest invoice payments get copied to QuickBooks Online. If you manage your payment process in QBO, this means you won’t have to worry about duplicate payments getting copied to QBO anymore!

Administrators can configure this setting by going to Settings in the upper-right corner and scrolling down to the Integrations section. Click Edit Settings next to QuickBooks Online. You’ll see that you can turn copying payments on/off:

harvest-quickbooks-online-integration

Additionally, we made another small update to the integration. If an email reminder gets sent out for a Harvest invoice, that invoice will no longer automatically recopy to QBO. Invoices that have been copied to QBO will only recopy if you go to More Actions > Copy to QuickBooks Online, or if you receive a payment on the invoice.

You can learn more about our Harvest for QuickBooks Online integration here. If you have any questions or feedback, get in touch with us.

Parting Ways with Difficult Clients (Using Data)

Letting go of clients is a painful decision. You become invested in their business and want them to succeed. But sometimes the economics of a client relationship just don’t work out.

At the end of the day, every business needs to turn a profit. If you discover you’re losing money on a client, it may be time to part ways. But how do you figure this out? Your intuition might be telling you a client isn’t working out, but you need data to be 100 percent sure.

This is the position Shareef Defrawi, president and founder of Bonafide, a Houston-based digital marketing agency, found himself in when he decided to take his business in a new direction. Bonafide began life as an SEO agency, but as the digital space evolved, Shareef realized he could better serve his clients by embracing a more holistic marketing strategy. This new approach drove considerably more value—but at a higher price. Continue reading…

Track Time from Safari

The title says it all: you can now track time right from your Safari toolbar once you download our new extension. You can start/stop a timer, enter time, or see if a timer is running without having to fully open up Harvest in your browser.

Better yet, this extension will allow you track time right in Basecamp or Trello. Previously, you had to use Chrome to track time in these apps. Now, once you download the Safari extension, you’ll see timers appear right inside Trello and Basecamp so you’ll never have to leave your account to track time.

Safari Extension

To download the Harvest for Safari extension, follow the instructions here. If you have any feedback or questions, drop us a line!

Smaller Increments and More Flexible Scheduling in Forecast

Scheduling your team is a fundamental part of Forecast. On average, our customers create 50,000 new assignments every week—that’s a lot! Today, we’re releasing a major update to scheduling in Forecast that offers you tremendously more flexibility when assigning:

  • Assign time in smaller increments than whole hours (e.g. 0.5, 3.68, etc)
  • Select 7.5 as an option for Max Hours/Day (this allows you to set a 37.5-hour workweek)
  • Quickly adjust the Total Hours for any assignment, instead of only its Hours/Day (more on this below)
  • Other workflow improvements for faster assigning

The above changes allow a wider range of scheduling options available to you in Forecast. You can now assign a project manager that is only sitting in on a 15-minute meeting (0.25 hours/day). You can also accurately book a 37.5-hour workweek without unnecessarily over- or under-booking your team’s schedules.

New Ways to Assign in Forecast

We want Forecast to be even better for high-level planning and have done just that by now allowing you to adjust the Total Hours for an assignment. Here are some examples illustrating how you can use this feature to plan at a higher level:

  • Hours/Week — You want your developer to work 30 hours on a project each week for the next few weeks. Simply create a Monday-Friday assignment, enter 30 into Total Hours to show hours/week, and repeat this assignment for as many weeks as needed.
  • Hours/Month — You plan to work 100 hours on a project for the entire month. Create an assignment from the first business day of the month through the last, and enter 100 into Total Hours.
  • Hours/Phase — You just won a new project and you want to assign 60 hours over the first three weeks to a designer. You can create one assignment for those three weeks, and enter 60 into Total Hours.

In each scenario, Forecast will do the math for you to break the assignment down to the proper Hours/Day. We’ve created a short, 2-minute video that highlights these new concepts. We highly recommend you watch it as you’ll learn some insightful ways to work faster in Forecast:

If you have any questions, don’t hesitate to reach out to the team. Happy scheduling!

Paying by Credit Card Just Got Easier for Your Clients

A quicker payment process for your clients means you’ll get paid faster. If you’re using our Stripe integration to accept payments online, your clients will now only have to enter their credit card information once and it’ll be remembered for all future payments. Yep, that’s right. Once.

The invoice payment form where your client enters their credit card information will look and work the same way. The key new addition is Stripe’s Remember Me feature. If your client selects this, they’ll need to provide their mobile phone number. Stripe securely identifies your client via text message so they don’t have to retype their payment information when they go to pay you in the future. It’s as simple as that!

Stripe Remember Me

We did have to change the way Harvest invoices get sent out in order to make this happen. If you have multiple recipients on an invoice, the invoice will get emailed separately to each recipient. Everyone will no longer be on the same invoice email. However, we did add copy to the bottom of the invoice so that you can quickly tell who else received the invoice:

Invoice Recipients

Stripe has done some research that confirms that a client whose credit card details are saved is less likely to abandon the payment form. This latest update should take away any client’s excuse to procrastinate paying your invoice! If you have any questions, please reach out to us.

Quicker Ways to Analyze Your Trello Time

It seems like just yesterday when we launched our Trello Power-Up that allows you to track time right from Trello cards. Today, we released additional features to our Power-Up that display Harvest time tracked within Trello so that you can see hours within the context of a board and card. If you ever wanted to get a sense for how much time was spent on a card or board, the answer is now right in front of you!

See Who’s Been Working on a Card

You can now attach a time report to each Trello card. This report will show who tracked time to the card, and how much. Previously you had to export a report from Harvest to get this data. With this new feature, you can quickly see who’s worked on a card and for how long, at a glance. This should be enough motivation to start all your timers from Trello, right?

Trello Attach Time Report

Total Time Tracked to a Board

You’ll see a Harvest logo in the top right corner of Trello boards now. The total hours tracked to the board, by all members of your team, will display next to the Harvest logo. This is a completely new datapoint for your team to analyze–you weren’t able to get this by exporting a report from Harvest.

Trello Power-Up Total Board Time

These features will give you insights into your Harvest data right in Trello, alongside the details of your project work. Here’s a handy guide on how our Trello Power-Up works. If you have any questions or feedback, let us know!