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Posts tagged “Forecast”:

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.

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!

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!

How an Agency Used Forecast to Improve Resource Scheduling

Forecast makes it easy to schedule your team on multiple projects and plan out what you’re working on over the next few months. But it’s much more than a visual team calendar. It provides you with the insight to answer critical questions about your business: What is the team working on right now? Who’s under water? Do you have the capacity to take on new work? How secure is the future of the business?

In this post, Holly Davis, a project manager at White October, describes how her digital agency implemented Forecast and used it to help manage their business.

Resourcing for a growing agency is a big challenge. Things change from minute to minute and everyone has different information they need access to:

  • The whole team needs to know what they’re supposed to be working on.
  • Project managers need to ensure that resourcing forecasts mirror the needs of their upcoming project work.
  • Account managers need long-term forecasting so they know what new business they should pursue.

A year ago we were struggling to fulfill these needs, mainly due to the fact that we had little confidence that the data we were putting in was an accurate reflection of ‘reality.’

One of our project managers, Sarah Clarke, decided to take on the challenge of improving resourcing at White October. She chose Harvest Forecast, integrated with our main Harvest account, as the management tool.

Continue reading…

Zoom Out the Forecast Schedule

The schedule is at the heart of Forecast. It’s where you assign hours to your team and add milestones to your projects. It’s where you can see the team’s availability and overcapacity. Every week, it’s displayed on conference room TVs in meetings all over the world.

Today, we’re introducing an incredibly useful (and oft-requested) feature to the Forecast schedule: Zoom Out.

The amount of weeks you see in the schedule is based on your browser’s width. A typical schedule used to display only ~3–5 weeks at a time. That wasn’t enough… Perhaps you’d like to see the next two months to get clear insight into when a developer team would be freeing up. Maybe you want a high-level view of when you can take on that next project.

Now, with the click of a button, the schedule will show you ~9–12 weeks at a time.

forecast-zoom-out

Everything about the schedule will remain the same when you zoom out. You can still assign time, resize, drag, and split assignments, add and edit milestones, etc. It will simply show you more weeks in the timeline.

We believe this new feature will give you the high-level view you’ve been missing. If you have any questions, don’t hesitate to reach out to the team.


As a reminder, you can still navigate the schedule forward or back in time. Make use of keyboard shortcuts to make this even faster: use the left and right arrow keys to navigate weeks, t to return to This Week, - to Zoom Out, and + to Zoom in.

Create Assignments Faster with Click and Drag

Be frictionless is one of our core principles on Forecast, and today we’re pulling out the WD-40 and going friction hunting. We’re excited to introduce a better way to create assignments.

Simply select the desired start date on the schedule, hold down your mouse and drag it out to the desired end date. That’s it! You’ve now created an assignment without having to open the date-selector or resize the assignment after.

Not only that, it also works for assigning a new project or person.

clickendragon2_v2

Assignments are at the core of Forecast, and our users create more than 30,000 of them each week. At that rate, the time and energy lost to a few extra clicks can really add up. We want Forecast to help you do your best work without getting in your way.

We’ve found this change makes Forecast even more pleasant to use. We hope you will too!

Forecasted Project Health now supports Fee-based Budgets

Earlier this year we announced a tighter integration between Harvest + Forecast, combining your tracked hours with your scheduled hours. This update allows you to compare your team’s estimates vs actuals, and also reveals real-time project health, so you know ahead of time if you’ll go over your hours budget.

We’re happy to announce that we recently added two nice updates to this project health portion of our integration.

  1. We’ll now show if you’ll be over or under budget in the Forecast summary for all budget types, including fee-based budgets.
  2. If we are able to calculate the projected fees, we’ll also show that in the summary, even if you’ve selected an hours-based budget.

This means you’ll be able to know ahead of time if you will go over or come under your fee budget right in the summary!

project-health

Note: To calculate projected fees, you will need to select an invoice method of Project Hourly Rate or Person Hourly Rate.

We know that, at the end of the day, knowing where you stand against your projected fees is critical to your business. We think this update will help you run your projects more smoothly and efficiently.

Bonus! We’ve also just rolled out the “money graph”, which means we will show you a graph of your project’s progress against the monetary budget you have set for any projects budgeted by fees. This graph will also includes projected budget data from Forecast.

Export your Forecast Schedule (Beta)

Today we’re introducing a new feature to Forecast: you can now export your schedule to a CSV file! This is super useful if you want to work with your Forecast data in other applications, such as Google Sheets or Excel. We’re still fine tuning things, but we wanted to get this out to you today in its Beta form so you can give it a try.

To try this out, just head over to the new Export section from the navigation menu. Once there, it’s as simple as choosing the weeks you’d like to export, and choosing the format of your export:

  • Projects Schedule View will list your projects, with a separate line for each person’s assigned hours for each week.
  • Team Schedule View will list each person on your team and a rollup of their assigned hours for each week.

forecast-exports

As you can see, exports are a fast way to get weekly summaries of your Forecast schedule. We hope these exports allow you the freedom to do more with your data!

If you have any questions or feedback, don’t hesitate to reach out to the team at support@forecastapp.com.

Jump to Harvest’s Project Analysis from your Forecast Schedule

Today in Forecast we are adding a quick link for you to jump from your schedule to Harvest’s Project Analysis page.

The Edit button on expanded project rows will now be replaced with the project’s Actions menu. For all Harvest-connected projects, a new action to “View in Harvest” will be present.

viewinharvest6

Now you can easily stay on top of your project’s progress as you’re scheduling. We think you’ll find this link helpful as you use our upcoming Harvest + Forecast integration!

Bonus: Update your project notes in Forecast often? Now you can click the notes icon on a project row to edit them immediately!

Assign Company-Wide Holidays and Closings in Forecast

Harvest HQ is closed for a holiday nine times in 2015, and we also host two week-long company-wide summits throughout the year. We know that you have your own company-wide holidays, closings, outings, and summits, and we want to make those easier to manage when scheduling your projects.

Now in Harvest Forecast, instead of tediously assigning Time Off for each person individually, we’re introducing a much simpler way to mark these days off for your entire company.

Previously, assigning time off for everyone would mean a separate row for every person, which could fill your entire screen with noise for just one holiday. Now, that time off will be rolled up into just one row.

cwto

Simply select “Everyone” from the “Assign Person to Project…” option on the Time Off project and assign the days as you normally would. As always, you can use the Notes field to explain what the Time Off is for. And this company-wide assignment behaves like any other Time Off assignment, showing up in all project rows to help you avoid scheduling projects on these days off.

We hope you enjoy this new feature. If you have any questions or feedback, don’t hesitate to reach out to the team at support@forecastapp.com.