Admin: A quick-start guide to setting up your Company

This guide serves as a comprehensive reference for your company's settings and configuration, often called the Admin Panel. Here, you’ll find key configuration details and links to articles that will guide you through setting up your company's Admin Panel. The following pages, listed below, can be accessed under Admin and are available only to Admin users.

Company Details

The first, and arguably most important, settings page. Here, you identify your company name, currency, default working hours, resource management settings and more. Step through each setting as defined in Configuring your Company Details.

Resources

A page dedicated to your team and users! 

From People, invite users, assign roles and internal hourly costs, manage permissions, and link to integrations. Check out the following articles for more on People:

• People: Adding and managing Team members
• Adding and managing Departments
• Adding and managing Teams
• Setting up your company's Roles
• Setting up Skills and Levels
• Assigning Skills and Levels to team members

Permissions

Enable your team the access they need to get the job done! Depending on your subscription, permissions may be standard or customizable. For more information on Permissions:

• Permissions: How they work
• Creating and managing custom permission profiles
• Assigning and updating Advanced Analytics permissions

Finance

Set your billable rates, define expense categories, add exchange rates, apply a budget tolerance and identify rounding for invoicing. These articles outline various the Finance related settings within Admin.

• Configuring your rate cards
• Defining your expense categories
• Configuring Currencies
• Setting your Budget Tolerance
• Invoicing Settings

Notification Settings

Schedule company wide notifications for timesheet reminders and select role recipients for the company's project digest in Managing your Company Notifications.

Labels

Labels help organize projects, tasks, and resources.  Learn more about effectively using labels in Understanding Labels and Setting up your Labels.

Time Management

Overview of Time Management Settings shares details and insight into the various time management settings, and related Time Management features like Timesheet Approval.

Holidays

Holidays are company-wide days off most often representing statutory or public holidays. Holidays are not available for resource utilization and appear greyed out in People Schedule and Timesheets. Learn more about defining your company's holidays in Holidays.

Clients

Clients represent your customers, are assigned to your projects and programs, define billable role rates for your team and can even be invited into Forecast projects. Learn more about Clients within Forecast in:

• Adding and managing Client profiles
• Adding Guest Users to your Forecast Account
• The Forecast Guest User Experience

Project Priority

Create up to ten custom project priority levels. Configuring custom project priorities walks you through creating custom priorities and how to use them throughout the platform.

API Keys

Generate and maintain all of your API keys here. Check out Using API Keys and API Documentation for details on using Forecast's API.

Data Import

Available for a limited time during onboarding to help import existing data into Forecast.  Check out Importing data into Forecast for more information. 

Integrations

Forecast offers a variety of integrations to maximize your productivity. Managing Integrations provides a listing of all available integrations and how-to details on connecting and using them!

Setup

Determine your best use of Forecast's project management solution. Enable Revenue tracking, timesheets and clients based on your company's needs. More information can be found in Setting up your organization. 

Subscription

View and manage your account subscription details from Subscription.