Jira Companion for Resource- and Project Managers

Kasper Nymand
3 min read

Are you using Jira in your Software Development team? It's probably not your decision, but rather a requirement from your developers. Jira is a great tool, but it's mainly made for developers- less for the rest of your company. You're probably also using other tools alongside your Jira instance. Tools for project management, budgets, resources, your design team, but probably neither of those tools are properly connected to function in an intuitive manner.

Lucky you, we got the solution you may be looking for.

Professional Services Automation (PSA)

Forecast Professional Services Automation (PSA)

Forecast is a Professional Services Automation (PSA), Project Management, and Resource Management Platform. Ultimately, the central hub for all of your projects and resources. It connects directly with your current tools, crunches your project data, and gives you the overview and perspective you've missed in the past. You no longer need to switch between tools to see the current status of your projects or resources. It's right there. Manageable and insightful.

Now, let's be more specific.

Forecast is made for Project- and Resource Managers. It's suitable for full teams, incl. developers, but many of our clients decide to keep their development in Jira and just manage it from Forecast. Inviting your designers, traffic managers, marketing, etc. into Forecast is very easy. The connection with Jira makes planning, execution, and analysis a more collaborative and insightful experience across the organization.


Project Scoping in Forecast

Changes in your projects are reflected across Jira and Forecast. This means that you can manage your Versions and Releases directly from within the more management friendly, Forecast. Versions in Jira are called Milestones in Forecast. Sprints in Jira are conveniently also called Sprints in Forecast. Essentially, they're the same, and always in-sync between both platforms.


Project Timeline in Forecast

Using the Timeline in Forecast, you can manage the roadmap on a visual timeline. Drag and drop milestones and cards around (i.e., versions and issues), change start- and end dates, and shorten or extend the period of each item. All within the same visual setting.

On top of that, you have budgets, scheduling, and insights. This means that your Jira projects are no longer separate from your finances, your resource allocations, or your business reports. When your developers move issues across the board, from to-do to done, the changes will be reflected in Forecast immediately. Similarly, when you plan new Milestones (i.e., Versions in Jira) or Sprints in Forecast, the changes will be reflected in Jira. This creates a common ground for developers, other product teams, and management.


Project Budget in Forecast

Budgets are linked directly with time registrations and rates associated with each team member working on the project. You can put a fixed project price on a project if you're working with clients or internal projects in a larger organization, or keep it variable if you rather just want to follow the financial development or bill your client at the end.


Scheduling of Resources in Forecast

Scheduling is where resources are managed. Since your projects and scheduling are now all in the same platform, you'll be able to make direct allocations of team members to projects that are in need of extra resources. You can view exactly how many hours are expected to be needed and whether your current available resources will allow you to sufficiently supply each project in your portfolio. Likewise, you'll see whether anybody is over- or under allocated directly from the same view, or dig into utilization levels through insights reports.


Utilization Insights Reports of Portfolio in Forecast

Insights is the place to get the overview and perspective on your projects, people, portfolio, or business. They're customizable and generated in real-time. Always ready when you need it. You can even share a report with an external stakeholder through a password-protected link.


Want to learn more about this integration?

Find out more about how this integration can benefit you and your project work. Get started now with using Jira and Forecast.

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