Finding your way through Forecast should be simple and intuitive. As we add new features to the platform, the navigation needs to evolve to support greater functionality. 

As a result, we’ve revisited our entire navigation experience, leveraging extensive research and testing to develop a simpler way to get what you need - and we’re excited to share it with you!

Know someone who could benefit from using Forecast?

If your referral meets the qualification criteria and attends a demonstration with our team, you will receive a $200 Amazon Gift Card. It’s that easy!

• Easily see their team’s overall state of capacity in one place
• Eliminate manual work by consolidating tools and data into one easy-to-use system
• Set their teams up for success by knowing what they can actually deliver and when
• Give their team predictability in their workload and save headcount costs by only hiring when they need to

Customers using project allocations can now keep track of the team’s remaining availability when assigning tasks on the Scoping page. 

Click the eye icon to add total availability, remaining availability, and the availability meter to your scoping page. When grouping the report by roles or people, the availability meter provides a visual representation of the remaining availability.

Pro and Plus customers can now use Revenue Recognition to see an accurate monthly revenue distribution across all budget types and on a portfolio-level overview. Budget types include Time & Materials, Fixed Price and Retainers with fixed hours or price. You can also utilize the actual and forecasted revenue recognition numbers in your custom Advanced Analytics (AvA) reporting.

Each month can be locked in as revenue is reconciled in accounting records. Forecast will provide suggested amounts for revenue recognition, and you can overwrite the numbers if needed.

Improve your margins with custom expense reporting. Use the new Advanced Analytics (AvA) Expense Template to get started and adapt it to your company’s needs. By looking at the template groupings, you can quickly identify what clients, projects and categories are your main cost and revenue drivers.

The Forecast platform is being continuously improved to best fit our customers’ needs. To make sure we’re adding value, we use a combination of feedback loops, including the Beta program.

By signing your company up for the Beta program, you can get early access to new functionalities and help shape them. When testing smaller features, you'll be given direct access to test and provide feedback. Our research teams will walk you through larger functionality, such as Capacity Planning or Program Management, to ensure smooth onboarding and direct feedback loops.

Signing up is easy! Head to your Company settings under the Admin panel to join by accepting the Forecast Beta Program terms and conditions.

It’s time to leave the old Project Portfolio Report (PPR) behind. Get the full overview of your project finances, including connected projects, with the 4x faster standard report.  

Group the updated PPR by connected projects to compare the financial roll-up of your connected projects to each other, and other projects in your company. The report also includes date range selections and a graph to display your financial data.

Get an overview of all your projects' expenses and identify what categories are your main cost and revenue drivers. With AvA, you can create custom reporting using new data fields showing billable vs non-billable expenses to optimize pricing and increase your profits. 

The newly added expense fields are: 

• Expense Name
• Billable
• Approved
• Unit Cost
• Unit Price
• Quantity
• Markup Percentage

The new templates mimic the familiar Forecast Standard reports so you can get started effortlessly. Open a template, duplicate it, modify the existing data and add graphs to fit your specific needs. 

The Forecast Templates come in 2 variations and are available through the “Forecast Templates” library.

• Time 
• Task 
• Utilization 
• Project Portfolio

In contrast with Component reports, Standard reports can be created with a single click, meaning they load faster than ever before.

Each one has been built based on our customers’ core reporting needs. The Time Registered Report and Task Report have also been equipped with a safer sharing  mechanism

Standard reports

• Project Portfolio Report
• Utilization Report
• Time Registered Report
• Task Report

Create task reports in AvA by using newly added task fields. With the expanded data model, you now can break down project revenue, project time and time registration by tasks. 

The new fields are:

Task details

• Task ID and name
• Task assigned role
• Task assignees showing as a string of text with assignees
• Task label(s)

Task status indicators

• Bug, Blocked, Approved and High priority as ‘Yes’/’No’ options

Task dates

• Task start date and deadline
• Task creation date

Task in sprints and workflows

• Name of the sprint the task belongs to
• Sprint start and end dates
• Workflow column name as a text field
• Workflow status category of the task. Options: ‘to-do’, ‘in progress’ and ‘done’

See your projects' total in your Project Portfolio Report by selecting 'All Time' in the new date picker.

You can also select common date ranges like 'Previous month', 'Current month', 'Year to date' in a flash.

Get more details from the Month by Month overview of your Project Portfolio Report. You can now see your financial figures broken down into Time, Expenses and Total.

The columns can be toggled on or off by clicking the Eye icon. You'll find the icon next to the download as CSV button. 

Creating new dashboards just got easier with AvA recipes. You can follow them to a T or tweak as you see fit.

Recipes

• Average minutes registered by Project
• Reporting on project actual revenue by client
• Total minutes registered by person
• Reporting on total minutes registered by project name
• Reporting on project stages and their status

Nova Insights is your AI partner to get a quick, easy and understandable overview of how your projects are going. You can review your project's predicted end date, task performance, budget and team focus in one single overview.  

Using a traffic light system, you can immediately check on each part of your project and dig deeper into where you need to take action.