Time & Resource Management

User Management

• Understanding the Forecast Client experience
• Adding and managing Guest Users
• Setting up and using skills
• Setting company-wide working hours
• Setting up your company roles
• Adding and managing departments

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Managing Resources

• Adding a team or individuals to a project
• Creating and Editing Allocations
• Assigning people to tasks (Waterfall)
• Allocating people to projects (Agile)
• Reviewing your resource heatmap (Schedule People)
• Selecting your resource management strategy

Managing Time

• About Timesheet Locking
• Viewing your Company Timesheet
• Using timesheet approval (Plus only)
• Viewing and managing your personal timesheet
• Registering your time in Forecast
• Overview of Time Management Settings

Artificial Intelligence (AI) Features

• Time Registration Helpers
• Auto-Schedule