FAQs

Account Configuration FAQs

• Can I review my notification settings and can I mute my notifications?
• What abilities does a collaborator level permission give me?
• What abilities does a manager level permission give me?
• What abilities does controller level permission give me?
• Where can I review the permissions levels for every user?

Project Management FAQs

• Where can you see the project owner?
• Why can't I move tasks to another project?
• How many guest users can I add to a project?
• How many functions are there in bulk editing?
• Can I invite clients to Forecast?

Time & Resource Management FAQs

• What does the show/hide icon allow me to view on the schedule pages?
• Why can't I view the heatmap on the schedule pages?
• What are unassigned tasks in the schedule people page?
• What functions are available on the schedule people page?
• Will reported time from a task appear on the schedule people heatmap?

Financial Management FAQs

• Why can't I edit an expense item?
• What is Revenue Recognition in Fixed Price projects?
• Can I add or remove expense categories?
• Why can't I change my budget type from Retainer to anything else?

Reporting & Analytics FAQs

• Can clients edit and/or delete reports?
• How can I share a report with a client?
• Can I create a multiple reports for a project?
• What are the differences between all the different reports that I can create in Forecast?
• How do I create a report in Forecast?

Apps & Integrations FAQs

• Why can't I see older time registration from BambooHR?
• Why is Trello importing my resources as virtual users?
• Can I create Jira subtasks via Forecast with the new task hierarchy?
• What will Jira projects look like in Forecast?