Projects

Forecast chart

Forecasting is a paid feature, available to admins only. You can enable it by upgrading your workspace to Pro or Enterprise plan.

Forecasting chart shows project completion based on the project estimate and the hours that have been clocked in.

Completed (solid blue line)

Shows completed tasks based on the billable tracked time so far, meaning everything completed until present day.
If estimate reset is turned on, first point is 0, but last point is set in defined period (week, month, year).

Forecasted (dotted blue line)

Shows completed tasks based on billable tracked time plus future scheduled billable time. It starts with Today, which means that the Forecasted curve starts where the Completed curve ends. If it goes over the estimated horizontal line, the part of the curve that is over the estimate will be in red.  
If estimate reset is turned on, first and last point are set in defined period (week, month, year).

Scheduled (solid gray line)

Shows completed tasks based on scheduled billable hours on this project. This curve is connected to the Scheduling feature and takes scheduling assignments for the Y axis value (number of scheduled hours).
If estimate reset is turned on, then first and last point of the line need to be in the defined period (week, month, year).

Estimate (solid gray line or solid red line if projects goes over estimate) 

Shows completed tasks based on estimate in project settings.
If estimate reset is turned on, then first and last point are in the defined period (week, month, year).

If project estimate reset is set on a specific time of the day:

  • entries and assignments are always placed based on their start time: e.g. Weekly reset is set for today, 2pm. Assignment is scheduled from 12pm-6pm. The assignment is assigned to the first half of the day, which belongs to the previous week. This week’s time range is from 2pm today to midnight and there is no assignment in that period.
  • midnight is automatically assigned if assignment doesn’t have start time (belongs to the first part of the day) 
  • today’s dot on the chart always belongs to the Forecasted line: e.g. Estimate reset is set to 2pm, so the first part of the day belongs to the previous week, however, it will still have a forecasted value for that dot until today is over  

If week/month is selected from the period picker and Today is included in the selected period, everything up to Today is completed and everything after Today, to the end of the week/month is Scheduled. Therefore, Today’s tracked hours will be included in the total of Completed tasks after midnight, in your timezone.

More information on how to Forecast project completion available in the Help Center article.

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