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This guide will help you do the most common tasks in the Forecast platform, show you an example workflow for a project and help you understand all the screens.
You can use the left-hand navigation menu to go to the section you need help with.
If you have any changes or ideas for how to improve this guide please let us know.
Home is your personal dashboard in the system - it serves you an overview of everything that is currently happening in your business, the projects you are assigned to, and the activities that are currently up-front for you. Besides Home, Forecast provides you with three sections that each helps you grasp an overview of the projects, people and business in your organization.
Projects provides you with a list of the projects in your business, and the various details concerning each of them, e.g. progress, stage, manager, deadline, estimates, etc.
People gives a schedule-like overview of your organization. From here you can see the utilization of your employees, what they’re currently / and will be working on, and furthermore it is easy to assign projects, or other items to each employee from this view.
Business serves you all the in-depth insights that are automatically updated whenever something changes in the system. This is where you get up-to-date on your business’ current state.
For every project there are three sections; initial planning, run project, and project insights.
Initial planning is where you setup your initial plan, e.g. the developed proposal for your client.
The initial plan is broken into the work breakdown, other costs, and versions.
Run project is the section where you find information concerning the specific project, incl. the backlog, sprint planning, assign tasks, the story board, and task board for an agile project.
Project insights is where you get an in-depth analysis of the specific project’s current progress, served in manageable graphs, tables, etc.
For further details, navigate the menu on the left, or please do not hesitate to reach out to us through the bubble in the lower right-hand corner, if you might need any additional assistance.
Planning your projects. Introduction video part 1 of 4
Running your projects. Introduction video part 2 of 4
Managing your team. Introduction video part 3 of 4
Optimizing your business. Introduction video part 4 of 4
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