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Forecast
Account Configuration
Account Configuration
Admin Panel, Company Settings, and Preferences
Company Settings
Admin: A quick-start guide to setting up your Company
Configuring your Company Details
Setting Company-wide Working Hours
Managing your Account Setup
Subscription
Structure & Roles
Adding and Managing Departments
Adding and Managing Teams
Setting up your Company's Roles
Setting up Skills and Levels
Financial Configuration
Configuring your Rate Cards
Defining your Expense Categories
Configuring Currencies
Setting your Budget Tolerance
Invoicing Settings
Custom Fields, Labels & Priortization
Understanding Labels
Setting up your Labels
Configuring Custom Project Priorities
Time & Scheduling
Overview of Time Management Settings
Holidays
Clients & External Data
Adding and Managing Client Profiles
Using API Keys
Importing Data into Forecast
Managing Integrations
Notifications & Communication
Managing your Company Notifications