Account Configuration FAQs
User Management FAQs
- I am not receiving email notifications from Forecast. Why?
- What happens to data in Forecast when a user profile is deactivated?
- How do I delete a user?
- Where can I review the permissions levels for every user?
- What abilities does Controller permission give me?
- What abilities does Manager permission give me?
Project Management FAQs
- Why are some of my Jira tasks missing in Forecast?
- Why can't I move tasks to another project?
- Time values in a CSV export do not match the platform values, Why?
- How are phases ordered in Scoping?
- I have attached files to tasks. How can I download these attachments?
- How is estimated project progress calculated in Manual Progress Entry projects?
Resource Management FAQs
- I have updated my company's Default Working Hours, but I don't see the change reflected anywhere.
- When I hover over an allocation, the amount of hours is different than in the allocation bar. Is this normal?
- I am looking for an old task using People Schedule but nothing is showing for my team. Why?
- I created a new holiday calendar for the current year, and now holidays from prior years no longer display in People Schedule, why?
- Why do I see Halted Projects in Schedule People?
- Why does my Utilization report not include all time-off?
Time Management FAQs
- How can I bulk move time entries from one project to another?
- Why can't I edit time-off in People Schedule?
- When I submit a timesheet, why does it get automatically approved?
- Partial day time-off is not reducing project allocated hours, why?
- Why is my timesheet greyed out?
- I entered time-off in My Timesheets. Now I can't change it. Why?
Financial Management FAQs
- Why isn’t the total time revenue recognition the same as my project’s fixed price?
- Why is 'Planned Revenue' not matching 'Planned Billable Time'?
- I created a project with Baseline estimates, but it does not reflect in Revenue Recognition, why?
- How do I manage pro-rated periods in Retainer budget projects?
- Done projects show current month values in Revenue Recognition. Why?
- Why are some time registrations not appearing for Invoicing?
Reporting & Analytics FAQs
- Why am I unable to share an Analytics dashboard with a user?
- Why can't I see in Analytics the changes I just made in Forecast?
- "Not enough Advanced Analytics seats" message, but there is one free seat left.
- Why are period targets in Advanced Analytics not matching those in Forecast?
- What time zone are reports based on?
- Are shared reports editable when viewed by users outside of Forecast?
Apps & Integrations FAQs
- Approved Time-off from HiBob is not appearing in Forecast
- Why are timesheets not syncing from Forecast to Sage Intacct?
- JIRA-synced projects do not allow bulk task moves across projects, why?
- Can I use the API to POST monthly Revenue Recognition values in projects?
- What will happen in Forecast if a provisioned user is removed from the app in Entra ID?
- When exporting an invoice to Xero, I receive an error about tax type and the invoice does not export, why?