Forecast

The forecast tab allows you to review your schedule over a 12 week or 12 month period. You can view this by task hours or dollars to see exactly how you're tracking across your various jobs.

Using the forecast tab
To see your schedule in the forecasting view, click the Forecast tab at the top of your dashboard. The schedule will display by week, job & hours ...
Tue, 10 Mar, 2020 at 11:49 AM
Allocate hours to staff from forecast
When viewing the forecast by staff, the user can edit or allocate the hours that the staff member is assigned to each task. When viewing the forecast by jo...
Tue, 10 Mar, 2020 at 11:51 AM
Fee forecast
To forecast your revenue, you will first need to set up your hourly rates by staff or task. Setting default hourly rates 1. Click "Settings" ...
Fri, 20 Mar, 2020 at 11:49 AM