This quarter’s release notes highlight improvements across custom fields, financial reporting, and time tracking.
Key updates include an enhanced Custom Fields experience, PDF invoice exports, a modernized reporting experience, and two new timesheet enhancements.
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What's New at a Glance
Custom Fields Improvements: Dropdown lists, Advanced Analytics support (for Projects and Tasks), and a redesigned Admin page with a Custom Field dropdown.
Invoice Export as PDF: Export invoices directly from Forecast PSA.
New Reports Experience: A modernized UI for reports.
Advanced Analytics "Is Part of Fixed Price" Expense Field: More accurate expense reporting on fixed-price projects.
Internal Time Tab on My Timesheets: Dedicated tab for logging internal time.
Retainer Tracking — Sticky Headers & Period Filter: Headers and period filter stay visible on scroll.
Timesheet Approval — Project Owner Filter: Filter timesheets by Project Owner.
Feature Details
Custom Fields Improvements
Dropdown-list Custom Fields — Admins can create a controlled list of values for any custom field (Project, Phase, Task, or Time Entry), keeping data entry consistent and reporting cleaner across the board.
Custom Fields in Advanced Analytics: Link Project and Task custom fields to Advanced Analytics reference fields (up to 20 for projects, 10 for tasks), so custom data flows straight into your reports without manual workarounds.
Redesigned Custom Fields Admin Page: Rebuilt to support dropdown functionality, with a cleaner, more intuitive management experience.
See the full release notes for this feature for the complete list of what's changed and where you'll see it across the application.
Invoice Export as PDF
Invoices can now be exported as PDFs directly from Forecast PSA, removing the need for third-party tools or manual workarounds.
New Reports Experience
The new reports UI is now the default experience for all new Forecast PSA accounts, and existing customers have been migrated as well.
Customers with custom dependencies on legacy component reports were excluded from the automatic conversion and continue to use the legacy reports experience.
Before:
After:
Advanced Analytics "Is Part of Fixed Price" Expense Field
A new true/false field was added to the Advanced Analytics data model for expenses on Fixed Price projects, enabling accurate expense reporting where some costs are absorbed into the fixed price and others are billed on top.
Internal Time Tab on My Timesheets
A dedicated "Internal Time" tab was added to My Timesheets, separating internal time from project task time.
Retainer Tracking — Sticky Headers & Period Filter
Table headers now stay in view as you scroll, so you no longer lose track of what each column means or need to scroll back and forth to check.
The All / Past / Current / Future period selector also stays visible, keeping your current selection front and center and easy to change.
Before:
After:
Timesheet Approval — Project Owner Filter
A new Project Owner filter lets Admins instantly filter all pending timesheet submissions by a given Project Owner's name, making it faster to review and approve timesheets for the projects they own.
Next steps to take
Keep an eye on our Announcements to stay up to date on one-off releases as they roll out, as well as in-app notifications. You'll be directed to any key help guide step-by-step instructions as they're updated to align with the releases.
Visit the Help Center for step-by-step guides on these topics:
- Custom Fields
- Overview of Invoicing
- Getting Started with Forecast's Standard Reporting
- Overview of the Advanced Analytics Data Model
- Timesheets
- Understanding Retainer Tracking
- Approving Timesheets
Questions? Reach out to your Account Manager — we're always happy to help.
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