Overview of Time Management Settings

Forecast provides several time management options which enable Admins to change the settings for timesheet approval and timesheet locking, create their own internal time and time-off categories.

This article covers:

• Internal time
• Time off
• Timesheet Locking
• Timesheet Approval (Plus only)
• Time-off Approval (Plus only)
• Register time with AI

Internal time

Add, update or remove internal time categories from your account here. Team members will be able to register time on these categories in their timesheets.

To add an internal time category

1. Click on Admin on the top bar.
2. Head to Time Management.
3. Under Internal Time, type in the name for the new internal time category.
4. Click "+" to add.
5. Click the three-dots on the internal time category to either edit or delete.

Time off

Add, update or remove internal time categories from your account here. Team members will be able to register time on these categories in their timesheets the same way as they would internal time.

To add a time off category

1. Click on Admin on the top bar.
2. Head to Time Management.
3. Under Time Off, type in the name for the new time off category.
4. Click "+" to add.
5. Click the three-dots on the time-off category to either edit or delete.

Timesheet Locking

Timesheet Locking allows for Admins to establish a period in Forecast, during which team members are restricted from registering time or editing already existing time entries. Find a more detailed walkthrough about the feature in Timesheet Locking.

Timesheet Approval (Plus only)

Timesheet Approval allows Admins and project owners to approve or reject time registrations submitted by their team members on their billable projects before they can be invoiced. See Using timesheet approval for more information on how to set up and best utilize the feature.

Time-off Approval (Plus only)

Time-off Approval allows Admins to approve or reject time off registrations submitted by their team members. See Time off management updates (Beta) for more information on this beta feature. 

Register time with AI

Make time registrations the most intuitive and fastest part of your team's day. Forecast’s AI learns from your previous work and suggests the number of hours you normally register on similar tasks to help you log time faster. The data is used to give you valuable real-time insights to make business decisions on a proven basis.