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Configuring your Company Account Details

Alexander P.
  • Updated

Administrators can set up key company information and general account settings through the Details tab in the Admin panel. This article explains the options available and how they affect your Forecast account

Included in this article:

Accessing your Company Account Details

To manage your admin settings:

  1. Click on Admin on the top bar.
  2. Click on Company Details from the dropdown.

Overview of Company Account Details

In the Details tab you can find generic settings that apply for all your users.
 

Address and Logo

In the address and logo section you are able to change the following details:

  • Company name 
  • Add/edit Street address, Zip Code, City, Country
  • VAT Number: any applicable VAT number for your company. 

Currency

From here you can set the company-wide currency that your company works with. Whenever you try to create a new rate card for your projects this will be the default currency associated with it. However, you can always swap a rate card to another currency if you have clients that work with other currencies. To learn more see, Configuring your Rate Cards and Configuring Currencies and  for more information. 

Default Working Hours

From this setting you can set the company default working hours throughout the week. Days that have 0 hours attached to it will be grayed out. 

Note: The company wide working hours is not the same setting as the individual working hours. To learn more about individual working hours , see Setting up Individual Working Hours.

Weekend Settings

In this section administrators are able to select whether they wish to:

  • Include weekends (Company Level): This means that weekends will always show for everyone on the calendars of the Timeline of a project, and also on the Schedule People page. Weekends are reflected across the platform for all project planning purposes. If weekends are set as non-working days (0h) this means that any estimated time set on a task that runs through a weekend, will be evenly distributed across the working days that the task spans across.
  • Exclude weekends (Company Level): This will exclude weekends and hide them for everyone on the calendars of the Timeline of a project, and also on the Schedule People page. Weekends will not be reflected across the platform for all project planning purposes and cannot be used across the account. This means that projects, phases, sprints, tasks and allocations cannot be scheduled on weekends, and will therefore not be considered in the planning.
  • Show/Hide weekends toggle (User Level): This option allows individual users to decide whether they should show or hide weekends, however their personal choice will only apply to them. Weekends can be toggled on or off via the eye icon by any user in your company across all timelines (Schedule People, Schedule Projects and project Timeline). This may impact your project planning e.g.: if a tasks falls within a weekend and the weekends are toggled off, tasks may not appear in the project timelines or people schedule.
    Note: This last option will only be available for legacy customers. Any new customers after January 23rd 2023 will not be able to view this option.

Time zone

From here you can set the time zone that your company is in, which impacts particular settings like,  the chosen time zone defines the time in which notifications are sent.

Resource Management

This is one of the key platform settings to configure how your organization will manage resources to deliver on projects.

  1. Billable Utilization Target: this is the target you set for your company which can then be viewed in the Utilization Report. To learn more about the Utilization report, see Overview of Utilization Report.
  2. Resource Organization: this setting allows you to decide how you want to manage your resources and how you want to view your heatmap e.g. Allocation based or Task-Based.
    See Selecting your resource management strategy to read more in details about the below settings:
    1. Allocating People to Projects: Choose this if you are using an agile approach to project management, encouraging your team to work on different phases of a project simultaneously.
    2. Assigning People to Tasks: Choose this option if you use a waterfall approach, by having linear system of working on projects that requires your team to complete each project phase before moving to the next one. 

Contact 

From here you can add the main contact information of the person responsible for your Forecast account. This will also inform us who to contact, in case we have to.  You can also add contact details for the individuals responsible for other aspects of your Forecast account management including: Billing, Decision Maker, Onboarding and Technical. 

Domains that can automatically join this company

With this setting you can allow anyone using Forecast’s login page to join your own Forecast account,  based on a particular email domain of your choice. See Automatically Allow Users by Domain for more information.

Beta Program Opt-in

Being part of the Forecast Beta Program is a great way of validating that what we are building is right for you. We are continuously improving the platform and seeking your feedback through various channels. Administrators can opt-in their organization to join the Forecast Beta Program with a single click - by accepting the Forecast Beta Program terms and conditions.
Forecast Beta Program is a tool that provides you with an early insight into releases. It also enables you to have your say in helping shape the platform you use daily. This program benefits both Forecast and you as the customer, as you get the chance to tell us what you think the pros and cons of the latest updates are.

 

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