Feature Overview

Ensure security & efficiency with customer user profiles

Building your permission sets and custom user profiles are simple in Forecast.

custom user role - feature overview

Tailored Access

Customise user roles to match individual responsibilities, ensuring team members have precisely the right level of access for their tasks.

Enhanced Security

Minimise risk by restricting access to sensitive information, protecting your project data and ensuring compliance with privacy standards.

Streamlined Collaboration

Allow team members to focus on their specific roles without unnecessary distractions.

Optimised Workflows

Prevent bottlenecks and ensure a smooth and organised project management process.

  • Forecast has freed me up from essentially being a full time resource manager

    Glenn More
    Head of Delivery, Hallam

  • Investing in Forecast is a no-brainer for us.

    Matt Nelson
    Head of Operations, Holition

Fully tailored access to suit your team’s needs

Tailored access ensures each team member has precisely the right level of permissions they need to get their work done without unnecessary distraction.

This helps optimise workflows and prevent project bottlenecks. The ability to easily adjust roles accommodates changing project needs, evolving team structures or project dynamics.

 
custom user role - tailored teams needs

Safeguard sensitive data

By restricting access to sensitive information, Forecast helps act as a robust shield, safeguarding project data from unauthorised users. This not only ensures compliance with privacy standards but also instills confidence in your process in the eyes of clients.

With granular control over permissions, the software adds an extra layer of protection, fortifying against potential breaches and working hard to maintain the confidentiality and integrity of critical project details.

custom user role - safeguard data (1)
Integrations

Integrate your tech stack

The AI-driven platform that brings all your data together to streamline projects, resources and financials.

Explore integrations
Azure
Hubspot
Salesforce
Sage
Quickbooks
Jira
Slack
Bamboo
Xero
Google Drive
Testımonials

Hear from customers like you

  • Investing in Forecast is a no-brainer for us.

    It’s easier for us to spot inefficiencies before the scope and budget are way overboard and show people where we’re at.

    Head of Operations, Holition
    Matt Nelson

  • Forecast ensures we actually make revenue because the point is margin, right?

    It’s super key and has uncovered significant losses prior to getting on the platform.

    Head of Technology, Stream Commerce
    Christopher Cowley

  • Hitting and exceeding our 65% margin goal was thanks to Forecast.

    We have a much more accurate view of our margins, expenses and costs as they relate to our projects.

    Director of Ops, Herman-Scheer
    Allison Escott

  • Using Forecast my team has become far more profitable

    The team doesn't go over budget anymore, and we see can foresee problems really early with our clients so we can have those conversations at multiple points.

    Executive Producer, Grumpy Sailor
    Crystal Rata

  • We grew our revenue and headcount by 50% and Forecast played a major role.

    First time we’ve ever seen realtime, unified financial performance across all client work. Such a jump from where we were before, onboarding was quick, a lot of evolution for us.
    Operations Director, Oxford Global
    Andi Garavaglia

  • Forecast has freed me up from essentially being a full time resource manager

    I'm now ahead of overall delivery and back to running projects. That’s because the system is so easy to use.

    Head of Delivery, Hallam
    Glenn More
Use cases

How Forecast fits your needs

content-box-bg-1 1-3

Workforce 
planning

Manage and plan current load and demand across a single team or hundreds. Anticipate future resourcing needs for your organization while streamlining your planning process.
Learn more
content-box-bg-2-new

Program management

Get a bird’s-eye view of your portfolio of projects and finances. Understand how you’re performing across business units, track fixed price or revenue capped initiatives, and ensure strategic alignment across multiple complex deliveries.
Learn more
content-box-bg-3

Intelligent 
reporting

Understand the true state of your delivery, whether internal or external. Measure output, costs and budgets to ensure you don’t end up with unpleasant surprises. 
Learn more
Request a Demo of Forecast

Get started now with Forecast

Find out how Forecast can help you better utilize your team, plan your projects and manage tasks.

Request a demo