- Updates have been added to the Xero integration. It keeps getting better and better, and it's all thanks to your feedback. Now you can do invoicing based on your scope/forecasted price with the option to include a deposit invoice. Let me break it down for you...
- You can do deposit invoicing- i.e., upfront payment (for those of you who are not too familiar with Xero’s terminology). It can be done as a percentage or fixed amount. You can send out invoices to your clients based on your scoping/forecasted price. So, if your client has completed a deposit invoice, then the amount they have deposited will be subtracted from the final invoice.
- We have two exciting updates on the Time page. We've added a search function for all you busy bees out there! You can now search for all your cards if you can't easily find them in your 'In Progress' work. If you use a small screen, you might have experienced a bothersome scroll function for viewing your cards. We didn't want to put you through that finger strain anymore, so we have moved some things around. Now there is a drop-down where you can add your time to different project or cards. If you have a harvest integration, you can also input your time there!
- For all you Spanish speakers out there, we've fine-tuned our translations making it bearable to read. Paranuestros usuarios en Español, finalmente pudimos hacer la revisión de la plataforma que queríamos, y ahora todos los campos están correctamente traducidos del Inglés! Les prometemos que vamos a manterlo así. :D
- A new filter has been added to Project List Insights. For those of you who track the status of the project, and want to know the latest information, then this filter is for you! Now the Project List insight shows the date the status was created. Collaborators and clients can stay even more up-to-date on your project progress.
- No longer do you have to go into scoping to change the role of the card. Now in the card module, a section was added to assign or change the role of this card. Really, it's just a simple addition that might save you some clicking time.
- GitHub integration! Our developers are taking a winners lap for this one! Our recent integration will blow your developers socks off! The GitHub integration with Forecast lets you sync and track pull requests and issues between projects in Forecast and Github. You can view your GitHub pull requests DIRECTLY in your Cards in Forecast. We’re saving your developers loads of click back time.
- Bulk Card Updates are here! We added Bulk Updates to the Workflow, Scoping, and Sprints. All cards have a new little checkbox (clean and cute, you might have missed it). What it means is that when you have checked one or more cards two things happen. First, on the Workflow, you can drag them between columns, in Scoping you can drag between Milestones, and in Sprints, you can drag between Sprints. Secondly, there is a ‘More’ menu where you can, of course, view more. The drop-down menu has the options to do different updates on the cards you have selected. For example, Assign, Move to another Project and (Milestone/Sprint), Bulk card update, and Delete. P.S. We have a Superuser hack for you. If you press shift, you can select more than one card. (But you probably already knew that hack!)
- The wait is over, welcome to the new and improved Files page. (You might not have been waiting for the files update, per se, but surely you will see the benefit!) When you are under Files in the Project menu you can add Folders, aka put many files into a folder- if you didn’t know. Similar to the Bulk Card Update there is a ‘More’ menu where you can move as many files as you want to another Card or Folder. Additionally, you can Download or Delete multiple Files at one time. Ultimately, what this update means is that you can organize your Gifs in logical formation.
- Are you working with insights and reporting? Are you a fan of Notes? Then you'll like this new update. There’s a new column added to the Time Reported insight. Now you can view the Notes written by your team. You can click to expand the notes, and they are visible when filtering to a single team member or when the report has no grouping.
- We’re squashing bugs at Forecast, here are some big ones we fixed.
- In Insights, The Sprint Burndown is fixed. If you did not report time on the last days of the sprint, (maybe because it was a weekend or time off), then the graph line did not appear for those days. That’s been fixed, the line will extend to the end of the graph, even if there was no time reported. Additionally, dates were displayed twice on the sprint burndown if you logged hours at different times in the day to the sprint. Now the dates will only show once.
- There was a pesky Scoping bug, lingering around labels. If you opened a card in a milestone and added a label to the card, it was not appearing unless you reloading the browser. Now it updates on its own.
- When you filter your sprints and selected a filter you did not have assigned, (for example labels), the zero state page would appear and say ‘you don’t have any sprints.’ Now for more clarity, if you don’t have any filter matches, it will say ‘no sprints match that criteria’.
- When you were working in the workflow and wanted to report time on a card (in the three dots to the side of the card) the ‘Start Time’ was not working. We’ve fixed that now, so you can start and stop your time as much as you want! (But hopefully only as much as you need.)
- Moving cards out of one sprint and into another sprint were more difficult than it needed to be. The remaining and forecasted hours were not updated with the change, but now they are.
- In the Business Insight, the Projected Hours and Ahead of Forecast (for point estimated time) was not correct, the time in hours wasn’t converting into points and the numbers were all over the place- but that too has been updated.
- Again, we're making math easier for you! In Scoping, we were missing a sum of the time entries. No longer do you have to do the mental math by yourself. We’ve added the missing sum of time entries to scoping.
- Sharing is caring, and it can be fun! We would like to give you a glimpse into three great updates coming this spring. Soon you don’t have to- ONLY add and change a role in Scoping. You will be able to add and change a role directly in the Cards.
- Time page 3.0 updates. For those of you with a small screen, you will be surprised by how much extra leg room you have! (Oh wait that’s just on planes). Anyways, you will have more space to view your time entries. On the Month view, the current date will be more visible since the date with highlighted in another color.
- VSTS integration: Another amazing developer-focused integration is easily helping your team plan tasks for synchronicity.
- We’re working in a slightly more logical way. Clients are no longer linked to a Connected Project (since they could view other projects and how they were progressing). Now your Client is only linked to the individual project. As in, the client only sees their project.
- Speaking of clients… In the team menu, we added a tab for ‘Client’ so you can see which Client is assigned to the project in an easier view. Now the team members can quickly see the client vs. their other team members.
- Math is complicated, so we made it easier for you! On the budget page, you can continue to group by Roles or by Milestones but now there are more sum fields. Sums that have been added in Hours include Reported (h) and for Money include: Reported ($), Current Cost ($), and Cost ($). The fields were already there, but now we did the math for you.
- Update to the Jira Integration! Linked alongside the name, Jira issue ID numbers are visible on your Forecast Cards. You can enable this update to the integration in your Jira app settings.
- We are full of integrations these days; Forecast is always inclusive! We have a fantastic Xero integration that’s been added!! Sometimes it’s alright to brag, and this is one of those times! There are so many cool things about this invoicing integration that we wrote a Blog post and a help center article on it! Check it out.
- Managing your schedule just became much easier, and not because there is nothing to do! Our Scheduling heatmap is updated. Go to Schedule → People view, you can zoom in and out of the schedule and view your cards or allocations from a Day, Week, and Month view. You won’t be getting a headache from this schedule- and hopefully not a headache from all of your work either!
- Client icons- before they were small, now they are big. A simple change for Admins that will minimize your squinting. You can view this change in the Client List view.
- Everyone loves a good filter, or so it seems. Every week filters continue to be improved, via your request! A second row of Filtering is added to the Workflow, Scoping, Timeline, and Sprints view. Let us know if any filters are missing that your team needs and our developers will get right on that!
- Our API is extended, meaning that you can see which of your projects are integrated with other apps. For example, Harvest project, JIRA project and board, TimeLog project, GitLab project and Salesforce opportunity are all visible in the API.
- This is a new and fixed combo; we’re keeping things connected in Forecast! In your Connected Projects, you can add a Card to the Connected Project directly from the workflow columns. Find that exciting? Well now you can move the Card around between projects and your data won’t be lost. Two birds with one stone, adding something new and fixing something old.
- Forecast has integration with Gitlab! We keep saying that with Forecast you save time with less manual work- and this is a perfect example! Everything done to a Card in Forecast is reflected in an Issue in Gitlab. For more information about the full integration check out our blog post!
- I’m late, I’m late, for a very important date. You won’t hear the White Rabbit chiming in your head anymore. (Or we hope you didn’t in the first place). Any timekeeper would be happy to hear that our Time page has been updated! There are a few clean UX changes that even the Queen of Hearts wouldn’t yell ‘off with your head.’
- You can view your time in Day, Week, and Month view, allowing for a better overview of your projects. With an updated navigation field you can select ‘Today’ or quickly navigate backward or forwards to other days.
- Additional features include:
- A total field in the Day, Week, and Month views
- Cards that are assigned to and in progress are already visible in the timesheet
- You can click on a card for it to expand
- Added field to input notes to your time entry
- As a project manager, you can view each of your team members timesheet by selecting ‘View time for’
- In the Month view, an icon alerts you that either ‘not enough time is registered’ or ‘no time is registered’ helping you stay on track.
- As you can see, we put your time as a priority. To view screenshots and learn more, take a quick look at our blog post: Revamp of Time page.
- We’ve increased transparency in your project work life. Maybe someone higher up prefers to keep everything on the DL, but not with our platform. Team members can now view the other teammates working on the same project. I know, crazy right? Seeing who you work with might actually create more transparency and collaboration. But what do we know?
- We’re keeping you on your toes by adding a startlingly fantastic new feature. You will think, “how have I lived so long without this!?” And so, we are finally giving you what you deserve… a drop-down menu that folds up! What!? You’re probably thinking, “how could this be? I thought science and physics had me all sorts of confused but a drop-down menu that folds up? No, way.” Or maybe you reacted like a normal person and thought, “that’s cool, thanks for making my scroll easier.” But yaknow, we assume you had the first reaction.
- We kept this one a surprise. Drumroll, please… We added a new Scoping Filter! We know it’s not life-changing, but maybe it’s life-bettering? In Scope, the total of the project’s hours is visible at the bottom of the page. But if you’re interested in viewing for example, only Done cards or cards In Progress, the filter will reflect the amount of time that is registered on the cards. You can simultaneously view the project hours total, and then filtered cards total.
- We found a new calling, and it’s Insights. We’re revamping your insights to be more inclusive; you’re welcome in advance. What did we incorporate? More filters on Project List and Connected Project insights.
- Select Portfolio view → ‘Project List’ and select the three dots to edit. There you can select 12 more filters.
- Description of the project (To read the whole description, click on the field for it to expand)
- Sprints Enabled
- Sprint length in days
- Card levels, i.e., to-dos or subtasks
- Forecasted ($)
- Reported ($)
- Remaining ($)
- Projected ($)
- Forecast Profit
- Projected Profit
- Status Description
- The options are endless, and by that we mean there’s 34. The added filters provide you with all the necessary (and overly extensive) information your clients have been wishing for.
- Consolidate is our motto, and can be yours too? There are now insights for Connected Projects. The existing individual projects, linked to the connected project, are summed up in these insights. Note, timeline view is coming soon for Connected Projects.
- Arguably, the most exciting new feature has arrived. The custom color picker for projects. Now you can choose the color of your dreams, select any color you desire, see the colors of the wind in projects... or other inspirational new actualizations of the full-color spectrum.
- Sometimes no matter how hard you try, graphs are just hard to read. Well now if they are hard to read it’s not because they look weird. The Sprint Burndown is fixed, the graph doesn’t look weird anymore.
- All drop-down menus are sorted alphabetically, now. We took the Jackson Five’s advice and found that “ABC is easy as one, two, three...”
- On the go and need to quickly edit your to-do list? We hear you! A necessary update, our app has better support for mobile devices. The mobile browser is functional with zoom and making edits. You can view, edit, and assign your Cards you can even see and modify your Sprint plan.
- What used to be a function, turned into a bug, but we debugged the bug. Now in the budget page, under roles, you can click on the cards that have time entries registered.
- Keyboard navigations, our way giving your wrist a break from your mouse. Now you can use your keyboard navigation to select from a ‘single selection’ drop-down menu. Merely reminding you that you don’t need to use your mouse on our platform, exclusively.
- We’ve fiddled with the Timeline- before it was white (as in, blank) and now there's color (as in, visible). Sharing your insights is so much clearer with a visible timeline- we’re always looking out for number one, the client!
- When deleted time registration on Cards, we added a popup notification. It inquires if you’re sure you want to delete time on a card. That wasn’t there before- but we just want you to be confident about the decisions you make in life. If you’re sure then, of course, click yes.
- The percentage milestone completion was not matching up to the cards completed in that milestone. We fixed that, the percentage is now reflective and is running smoothly.
- Just a teaser of what’s to come.
- A Zapier Integration update
- A Gitlab Integration update
- A new and improved Time page
- But you’ll have to wait to see more next week.
- The secret is out! Our new feature is Connected Projects. Take a peek at the new addition and fiddle around with the components. Key highlights include a shared Workflow between the connected projects. Any new sprint you create will be included in the connected project, i.e. shared Sprints. You can also allocate a team member to the whole connected project. This is just the barebones, so for a full description of the bells and whistles of this wondrous new feature, check out our blog post.
- Colleagues like to talk, we know. Now when you are mentioned in allocations, you will be sent an email within .01 seconds. If you are mentioned anywhere else, comments, cards, or descriptions the email now contains the mention and where it is located. Similar to last week, we are continuing to slim down your inbox with the most relevant information.
- We tinkered with some phrasing in the Platform, leading to a new change. In hindsight, you might be thinking, "yea that was strange" or maybe you went through life unaffected. Either way, your project overview will significantly make more sense. In Project Overview, Current Schedule is now Current Capacity.
- Invoicing is difficult as is, so we thought, time registration should be easier- meet your new friend ‘Filter’! With Filter’s help, pulling out date ranges for the project progress, viewing actual costs and grouping into project roles or cards is much simpler. But of course, you can still see all time registrations, without filtering. As one might hope, it’s available in all categories in Insights.
- Are notifications flooding your inbox? No need for the delete button, we found a way to consolidate them. Now you have something to look forward to when you open your email account…fewer emails!
- How to change it?
- Go to My Profile, to change your Notification settings.
- Check if you would like to be notified to:
- Receive general updates
- Changes that occur in a Card
- The frequency of updates
- Totally over a project? We feel you, deleting a project is just one simple click. You can find it in your settings. It will, of course, ask you if you’re sure you want to delete the project- but with certainty, you can press ‘Delete.’
- Attention project managers! Do you like to check up on your team member's progress? In the Upcoming Work view, there is a filter for ‘view work for’ where you can view a person's upcoming cards. For people who like things in alphabetical order, the drop-down menu might have been a bit of an annoyance. We changed that. The names are now sorted alphabetically.
- In Scheduling, we added a weeks view. As you zoom in and out of the schedule, you will see Days → Weeks → Months. Really, it’s the more dapper option than the previous option- every third day.
- I heard it through the grapevine that there’s a new feature coming soon. Rumor has it that there’s a possibility that multiple projects can be linked together. Hint, hint, this spiffy new option will include sharing workflows and sprint planning across projects. It’s still a secret, but if you want these features, you must say a spell incantation. *Or just contact us to find out more!* (But now’s your chance to show off your Harry Potter Charms knowledge).
Newly launched squeaky clean features
- Have something to say? Writing a comment on Cards just became more stress-free. On the three-dot menu on the side, you can now choose to 'edit' or 'delete' your comment. Really, we wanted to save you the embarrassment around the office, ya know by being able to hide your spelling errors- just edit or delete your comments! You can even add an emoji, so you know exactly how your commenters are feeling.
- Have a lot of Cards this week? On the 'Upcoming Work' page, a new sorting and viewing option has arrived. Drumroll, please… Labels! On the right side of the Card, you will be able to see a color indicated the various labels. Who said labels were a bad thing?
- More visible buttons! Once again we strive for an uncomplicated process for your project needs. In a Card, under the ‘Files’ tab, simply click on the Google Drive logo to upload your file. The files are distinguishable from computer uploads with the visible Drive logo. Uploading your files at near lightning speed.
- Shortcuts, we know they’re there, but how do we use them? On the right corner of the platform you can click on the arrow, and a drop-down menu appears. Almost there… yes, the third option from the top is ‘Shortcuts.’ There you will find a list of exceptionally organized shortcuts that will make your click-life easier. We’re even tailoring to those who like their fingers to remain on the keyboard.
- Project Managers rejoice! That one boss who LOVES getting updates up the wazoo is now sitting pretty. In the Overview of a project, a description can be added to the Project Status. This is particularly helpful if you like to sort by Status.
- Even more impressive, you can now view all your previous Project Status updates and descriptions. You can see this feature in the Project Overview, so if the project status is red you can explain why in the description field. The hammer of Thor will not come down today!
- Your Schedule- your terms, or so we like to think! As a Collaborator (team member) you can view your own Schedule in both the Allocations and Card view. No more pestering your PM’s for your schedule- you’ve got that on lock.
- A sublet change that will enhance your viewing of Milestones. The newly improved format allows you to see Milestone dates in chronological order. No more scrolling to the bottom- we aim to save your fingers that extra stress.
- Start of the week is updated! Depending on your country settings, the beginning of the work week is now coinciding. Those of you who have to work in the US or Israel have the flexibility of viewing your schedule from Sunday-Saturday. Lucky you!
- Gone are the days of hunting in the settings to find vital details on your project. The Overview page lets you exclusively see the project dates and the stage of the project.
- The hover got you down? In the Time view, your Cards will no longer cause an inexplicable level of irritation. This eyesore hover feature leading to the click-of-nowhere-land is- resolved.
- New project overview page
This is now the default view for managers and upwards
- New insight budget component in Projects, Business and Portfolio
- New business insight component: Hours registered
- Extension of the JIRA integration to support both JIRA Cloud and JIRA Server
- Projects without start- and end dates are now shown in project scheduling as well
- Deactivated users are now removed from the Time page
- New free text search in the Upcoming work view
- Major performance improvement in scheduling
- Smaller performance improvements
- Minor visual changes, and bug fixes
- New improved project scheduling
- New permission level: Client
New permission level makes you able to add your client to one or several projects. The client will only be able to see the projects and cards you assign them to, and thereafter add cards, report problems (or bugs), submit new requests, comment on cards, etc. Learn more
- Timers and time entries do now round up
- Expense items are now included in the budget graph
- Non-project time is now included in the heat map on card scheduling
- Done cards are now hidden in card scheduling
- Heat map in people scheduling now calculates per week (i.e. 37 / 40 hours)
- More Public API endpoints live
- Timeline can be added to an insight and shared
- New onboarding flow for introduction of new users
- e-conomic integration: Time registrations can now be sent directly from the 'Time'-page
- Minor visual changes and bug fixes
- Completely new automated budget
- Project scheduling (Timeline): Our Gantt-chart for your projects
+ Keep your clients updated by sharing the Project Timeline
- People scheduling combined into one view
- e-conomic integration
Lets you connect and sync your Forecast projects to the e-conomic accounting system
- Project settings page has been simplified, and info icons has been added for tooltips about each setting.
- Updates to the project timeline
- Support for Internet Explorer 11
- When English (US) is chosen as language: Weeks are now shown as beginning on a Sunday.
- Now possible to open cards from Budget and Card list in Insights
- Project Timeline now remembers your chosen filters
- Visual update to Workflow
- New insight component: Card delay
- Export scheduling with allocations to .CSV file
- Decimals in rates and costs
- Description to budget fields for instant help
- New loaders indicating wait time
- Updated time registration reminders
- Updated demo data
- Bug fixes and minor changes
- Project Gantt-chart / Timeline
- Timer to track your time
Synchronised in real-time between both web and mobile apps
- Insight component: Utilization bar chart (Portfolio)
- Insight component: Cumulative flow (Project)
- Minor updates to the Upcoming view
- TimeLog integration
- Google Drive integration
Link files in Google Drive to cards and projects
- Project contact person
People assigned to a project can now be marked as the contact person for the project
- Card scheduling update with heat map by week
- Time registrations can now be billable or non-billable
Can also be configured per project basis in project settings
- Scheduling: You can now jump to Today or a specific date
- New avatars 🙌
- Harvest integration: You can now exclude certain tasks in Harvest, and will thus not be available in Forecast
- Zapier integration has been updated to make the installation process easier
- Many smaller bug fixes, and some interface tweaks
- Basic documentation of the Forecast API, which is coming up!
- Card scheduling
- JIRA is now fully integrated with Forecast
- Slack makes you able to get notified in your team channels whenever important stuff happens
- Google Calendar is now integrated to bring you a great overview of your schedule directly in your calendar
- Insights sharing
- New insight components
- Cost per person added
- CSV export of insights list and budget
- Support of screens down to 1280x800 resolution
- Major design tweaks and feature updates
- Various bug fixes
- Mobile app released for both Android and iOS
- New insight components: People list (project), People list (portfolio), Client list (portfolio)
- Filters on Workflow are now remembered
- Major and minor interface updates and tweaks
- Various bug fixes
- Quick booking
Helps you book the right people for your task or project, while at the same time taking workload into account.
- Zapier integration
- Trello integration (import data)
- New insight component: Sprint list
- Comply design with Google Material Design
- Workflow now remembers which columns are open or closed
- Danish translation
- Updated timezone settings
- Improved calculations: Remaining, forecast, percent done, scope, and completion percent
- Weekly notification emails: "Missting time reporting", "Project digest"
- Trial changed to 14 days with a countdown at the top
- Interface updates and tweaks
- Various bug fixes
- First version of the Scheduling feature
- Insights builder
- Default set of labels for all new users
- Option to change currency
- Optional email notifications: create project, new project status, mentions, assigned to card/project, card updates
- Shortcuts for bold, italic and underlined text in rich text editor
- Updated permission levels
- Interface updates and tweaks
- Various bug fixes