This release focuses on improving data accuracy, increasing visibility, and expanding customization. We've introduced enhancements across reporting, account configuration, financial management, project management, and integrations to help teams streamline workflows and better tailor Forecast to their needs.
In this release, you can see our June highlights, what we’re working on, and the next steps to help you stay on top of one-off releases.
Highlights
Highlights are grouped to align with the segmentation of our help guides:
Utilization Report: Project Label Filter
The Utilization Report now supports filtering by Project Label within the People filters. This enhancement provides more flexibility and specificity when analyzing utilization data.
To access the Utilization Report, navigate to Standard Reports. From there, open your private or shared Utilization Report(s), or create a new Standard Report and select the Utilization Report template.
To use the new Project Label filter, open the report and navigate to Filters → People → Project Label.
Learn more
See our help guide on the Standard Utilization Report to learn how to use it and take advantage of its benefits.
New Custom Field Types
We expanded Custom Fields to give you greater control and precision in how you structure data.
With the introduction of three new field types - Integer, Decimal, and Date - you can now capture key information in formats that match how it’s actually used.
Teams don’t just work with text or drop-downs. Critical information such as dates, quantities, numeric values, and financial figures is inherently numeric or date-based. Until now, these values often had to be stored as free text or through workarounds.
This reduces errors, improves consistency across teams, and makes your data more reliable with custom fields that better reflect and align with how information is used.
The New Custom Field Types
Integer: For whole numbers only. Ideal for quantities, counts, or any field where decimals don't make sense.
Decimal: Accepts numeric values with decimal points, such as rates or financial figures.
Date: Accepts valid date values.
Learn more
See our Introducing New Custom Field Types: Integer, Decimal, and Date release notes to learn more about the expanded custom field options and how to use them to better structure your data in the format that best matches your workflows.
Phase and Deliverables Columns for Expenses
You can now view the associated phase and deliverable for each expense directly within Finance > Expenses. New columns have been added to help you quickly understand where each expense fits within your project lifecycle and which deliverable it supports.
This added visibility makes it easier to track spending, connect expenses to project phases, improve financial reporting, and ensure costs are aligned with the work being delivered.
To access these new columns, navigate to Finance > Expenses, where they will be available in the expense list view.
Baseline For Retainers
You’ve built the estimate, aligned with the client, and locked in the scope, but because the project was set up as a Retainer, there was no way to preserve that original plan as a Baseline. As a result, once actuals started coming in, you were left without a clear point of comparison.
That changes now.
Baseline is officially available for Retainer projects, allowing you to lock in your initial plan from day one regardless of contract type.
Key Benefits
Compare estimate vs. reality: Lock in your original estimate as a Baseline and measure actual project performance against it.
Flexibility at project start: Create your estimate first and decide the contract type later. Baseline works even if the Retainer structure hasn’t been finalized yet.
Familiar experience: Baseline for Retainers works just like a T&M Baseline, so there’s no new workflow to learn.
Open any Retainer project, go to Projects settings > Financials, and enable Baseline.
Learn more
See our Introducing Baseline for Retainers release notes and updated help article to learn more about the benefits of unlocking Baseline for Retainers and using the Baseline feature.
Salesforce Integration Improvements
We’re excited to announce a wave of powerful upgrades to our Salesforce integration. This release introduces bidirectional syncing for core opportunity details, along with advanced automation rules that seamlessly connect your sales pipeline with project delivery teams.
Take Control with Bidirectional Syncing
We’ve introduced bidirectional syncing for three critical opportunity fields.
Manage your sync preferences directly from the Forecast integration settings page using the new Enabled Fields and Bidirectional Sync components, with options to choose between Off, Unidirectional (Salesforce → Forecast), or Bidirectional sync.
Opportunity Name: Now supports bidirectional syncing between Salesforce and Forecast (previously only synced from Salesforce to Forecast).
Opportunity Amount: Now supports bidirectional syncing (previously did not support syncing).
Opportunity Start & End Dates: Can now be configured as bidirectional, Salesforce → Forecast only, or disabled entirely.
To access the Salesforce integration and its settings, you must be a Forecast admin. Navigate to Admin → Integrations → Salesforce.
Project Automation Enhancements
We’ve added smarter automation rules to ensure that when a project is generated from a Salesforce opportunity, it is accurately scoped and categorized from day one:
Automatic T&M Project Creation: If an opportunity has no template attached and its opportunity amount is empty, Forecast will automatically generate it as a Time & Materials (T&M) project.
T&M Baseline Aggregate Sync: For T&M projects, your 'Total Baseline Revenue' in Forecast will strictly sync one-way (Forecast → Salesforce) to update the linked Salesforce opportunity amount field.
Syncing Accounts as Clients: If a linked Salesforce opportunity has an attached account, it will automatically be created, matched, or merged as a client record in Forecast. This client will be assigned directly to the project, overriding any default template settings if necessary.
Retainer Tracking Sync: Retainer tracking periods configured on your Retainer project templates will now automatically apply to any newly created Forecast projects spawned from linked opportunities using that template.
Learn more
See our Salesforce Integration Improvements release notes for more details about available sync options, customization options, and project automation enhancements.
How to get started with the integration and unlock its benefits
What We’re Working On
Date-Effective Exchange Rates: Will allow users to set and maintain historical exchange rates, ensuring financial values across the app stay accurate over time. This helps prevent reporting discrepancies and keeps client, project, and portfolio-level financial data aligned with accounting records.
Expenses on Fixed Price Retainer Periods: Will allow users to associate expenses with fixed price retainer periods, allowing expenses to draw down from the retainer period budget. This provides a more accurate view of remaining budget and eliminates the need for manual calculations or separate tracking.
Model Context Protocol (MCP): Will allow users to connect the MCP server to AI assistants, enabling them to read and act on their projects, people, and time data. Instead of clicking through Forecast, users will be able to simply ask questions about their work or perform actions such as reassigning work, rescheduling tasks, logging time, and creating projects. Users will be able to use these capabilities directly within the Forecast application through Ask AI or connect the MCP server to an AI assistant of their choice.
Enhanced Timesheet Functionality: Will allow users to better track and manage timesheet approvals with more detailed statuses, updated approval tabs, in-app notifications for status changes, and an audit log showing approval history, including who made changes and why.
Clients & Contacts: Will allow users to manage clients and contacts with a dedicated company/contact data model, improving the client creation, editing, and viewing experience. Users will be able to create individual contacts linked to clients through a separate, enabled Contacts module.
Ticketing System: Will allow teams to manage customer support requests in a dedicated ticketing system, providing a single workspace to receive, triage, communicate, and resolve tickets efficiently.
Next steps to take
Keep an eye out on our Announcements to keep up to date on one-off releases as they roll out. There you will be directed to any key help guide step-by-step instructions as they are updated as well to align with the releases.
And if you have any questions, you can always contact your Account Manager.
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