Account Configuration FAQs
- Some team member calendar weeks start on Monday while mine starts on Sunday, why?
- Why is the activation link no longer active?
- How do I re-invite team members to Forecast?
- 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?
Project Management FAQs
- 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?
- When I move a task to sprint, the task dates change to match the sprint dates. Why?
- Why can't I delete a task?
- How can I bulk update tasks?
Time & Resource Management FAQs
- How do I delete a user?
- 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?
- 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?
Financial Management FAQs
- 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?
- Why does my Budget not include Planned values?
Reporting & Analytics FAQs
- Are shared reports editable when viewed by users outside of Forecast?
- Why is a user unable to see data in a dashboard that I have shared with them?
- How do I raise Product Feedback with Sisense?
- Why is my time off inaccurate in Advanced Analytics?
- Do shared reports include the Export to CSV option?
- I want to share reports with other users but I don't see the Share button, why?
Apps & Integrations FAQs
- When exporting an invoice to Xero, I receive an error about tax type and the invoice does not export, why?
- BambooHR time-off type isn't appearing in Forecast
- How do I know if an API endpoint is paginated?
- Why is the Customer field blank in Export to QuickBooks?
- Why are some BambooHR users not visible in the dropdown list when I try to import them into Forecast?
- Are the Admin settings for Forecast's Calendar integration connected?