{"_id":"5bda385e5342fe003e989263","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":14,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9","5a8b9193e4eb600012e90dea","5b511e0bfe048400034364d8"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"5a8b9193e4eb600012e90dea","project":"56539c418b050e2100f006ca","version":"56539c428b050e2100f006cd","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2018-02-20T03:10:11.603Z","from_sync":false,"order":2,"slug":"getting-started-guide","title":"Getting Started Guide"},"user":"560c8b938753612100214236","__v":0,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-10-31T23:18:54.745Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":999,"body":"The forecast tab allows you to review your schedule over a 12 week or 12 month period. You can view this by task hours or dollars to see exactly how you're tracking across your various jobs.\n[block:api-header]\n{\n  \"title\": \"Using the forecast tab\"\n}\n[/block]\nTo see your schedule in the forecasting view, click the Forecast tab at the top of your dashboard.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/001f0c9-Screen_Shot_2018-11-01_at_1.26.17_PM.png\",\n        \"Screen Shot 2018-11-01 at 1.26.17 PM.png\",\n        366,\n        70,\n        \"#f1f3f6\"\n      ],\n      \"caption\": \"The Forecast tab.\"\n    }\n  ]\n}\n[/block]\nThe schedule will display by week, job & hours by default. You can easily switch between week & month, job & staff, and hours & dollars using the toggles above your calendar.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/1c30295-Screen_Shot_2018-11-01_at_1.32.25_PM.png\",\n        \"Screen Shot 2018-11-01 at 1.32.25 PM.png\",\n        567,\n        75,\n        \"#d8e1ea\"\n      ],\n      \"caption\": \"Toggle options.\"\n    }\n  ]\n}\n[/block]\nWhen viewing the forecast by job, all current (open) jobs for the selected time period are displayed on the left hand side. The number of total allocated hours is displayed under the appropriate week/month for each job. To get a better idea of how these hours are split across the tasks within that job, click the down arrow next to the job title and the tasks will display with the number of hours allocated to each one.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/317b8dd-Screen_Shot_2018-11-01_at_1.46.40_PM.png\",\n        \"Screen Shot 2018-11-01 at 1.46.40 PM.png\",\n        1134,\n        287,\n        \"#f1f2f1\"\n      ],\n      \"caption\": \"Breakdown of hours for the Brand Design job.\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"Fee forecast\"\n}\n[/block]\nTo forecast your revenue, you will first need to set up your hourly rates by staff or task.\n\n##Setting default hourly rates\n1. Click \"Settings\"\n2. Click \"Hourly Rates\"\n3. Select \"Allocate Per Person\" or \"Allocate Per Task\"\n4. Enter your hourly rates against each item and click \"Save Changes\"\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/445cd9e-Screen_Shot_2018-11-01_at_2.41.15_PM.png\",\n        \"Screen Shot 2018-11-01 at 2.41.15 PM.png\",\n        749,\n        297,\n        \"#f2f2f2\"\n      ],\n      \"sizing\": \"full\",\n      \"caption\": \"Setting up hourly rates for each staff member.\"\n    }\n  ]\n}\n[/block]\nThe forecasted revenue will be calculated using these rates unless you set special rates for particular clients. This is done by setting override hourly rates.\n\n##Setting override hourly rates\n1. In \"Hourly Rates\", click \"Add Override Rates\"\n2. Choose a client from the drop down list at the top.\n3. Enter your hourly rates against each item and click \"Save Override Rates\"\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/4cc8f49-Screen_Shot_2018-11-01_at_2.46.14_PM.png\",\n        \"Screen Shot 2018-11-01 at 2.46.14 PM.png\",\n        749,\n        103,\n        \"#e0e0df\"\n      ],\n      \"caption\": \"Click \\\"Add Override Hourly Rates\\\"\"\n    }\n  ]\n}\n[/block]\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ba21a94-Screen_Shot_2018-11-01_at_2.48.27_PM.png\",\n        \"Screen Shot 2018-11-01 at 2.48.27 PM.png\",\n        747,\n        296,\n        \"#f4f4f4\"\n      ],\n      \"caption\": \"Adding override hourly rates for a client, Adventure Time Clocks.\"\n    }\n  ]\n}\n[/block]\nYour forecasted revenue will display on your dashboard based on whether you set your hours by person or task. \n\nHere is the revenue forecast for the Brand Design job for Bakers Gonna Bake. Jorg Blur & Samson Dario have been assigned to the Design task and they both have an hourly rate of $100. 64 hours have been allocated for the period of Oct 15-21, 32 hours for Oct 22-28 and Oct 29-Nov 4. The dollar figures have been calculated based on these allocated hours. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/cf5af7a-Screen_Shot_2018-11-01_at_2.57.11_PM.png\",\n        \"Screen Shot 2018-11-01 at 2.57.11 PM.png\",\n        1129,\n        285,\n        \"#f1f2f2\"\n      ],\n      \"sizing\": \"full\",\n      \"caption\": \"Forecasted revenue for Brand Design.\"\n    }\n  ]\n}\n[/block]","excerpt":"","slug":"forecast","type":"basic","title":"Forecast"}
The forecast tab allows you to review your schedule over a 12 week or 12 month period. You can view this by task hours or dollars to see exactly how you're tracking across your various jobs. [block:api-header] { "title": "Using the forecast tab" } [/block] To see your schedule in the forecasting view, click the Forecast tab at the top of your dashboard. [block:image] { "images": [ { "image": [ "https://files.readme.io/001f0c9-Screen_Shot_2018-11-01_at_1.26.17_PM.png", "Screen Shot 2018-11-01 at 1.26.17 PM.png", 366, 70, "#f1f3f6" ], "caption": "The Forecast tab." } ] } [/block] The schedule will display by week, job & hours by default. You can easily switch between week & month, job & staff, and hours & dollars using the toggles above your calendar. [block:image] { "images": [ { "image": [ "https://files.readme.io/1c30295-Screen_Shot_2018-11-01_at_1.32.25_PM.png", "Screen Shot 2018-11-01 at 1.32.25 PM.png", 567, 75, "#d8e1ea" ], "caption": "Toggle options." } ] } [/block] When viewing the forecast by job, all current (open) jobs for the selected time period are displayed on the left hand side. The number of total allocated hours is displayed under the appropriate week/month for each job. To get a better idea of how these hours are split across the tasks within that job, click the down arrow next to the job title and the tasks will display with the number of hours allocated to each one. [block:image] { "images": [ { "image": [ "https://files.readme.io/317b8dd-Screen_Shot_2018-11-01_at_1.46.40_PM.png", "Screen Shot 2018-11-01 at 1.46.40 PM.png", 1134, 287, "#f1f2f1" ], "caption": "Breakdown of hours for the Brand Design job." } ] } [/block] [block:api-header] { "title": "Fee forecast" } [/block] To forecast your revenue, you will first need to set up your hourly rates by staff or task. ##Setting default hourly rates 1. Click "Settings" 2. Click "Hourly Rates" 3. Select "Allocate Per Person" or "Allocate Per Task" 4. Enter your hourly rates against each item and click "Save Changes" [block:image] { "images": [ { "image": [ "https://files.readme.io/445cd9e-Screen_Shot_2018-11-01_at_2.41.15_PM.png", "Screen Shot 2018-11-01 at 2.41.15 PM.png", 749, 297, "#f2f2f2" ], "sizing": "full", "caption": "Setting up hourly rates for each staff member." } ] } [/block] The forecasted revenue will be calculated using these rates unless you set special rates for particular clients. This is done by setting override hourly rates. ##Setting override hourly rates 1. In "Hourly Rates", click "Add Override Rates" 2. Choose a client from the drop down list at the top. 3. Enter your hourly rates against each item and click "Save Override Rates" [block:image] { "images": [ { "image": [ "https://files.readme.io/4cc8f49-Screen_Shot_2018-11-01_at_2.46.14_PM.png", "Screen Shot 2018-11-01 at 2.46.14 PM.png", 749, 103, "#e0e0df" ], "caption": "Click \"Add Override Hourly Rates\"" } ] } [/block] [block:image] { "images": [ { "image": [ "https://files.readme.io/ba21a94-Screen_Shot_2018-11-01_at_2.48.27_PM.png", "Screen Shot 2018-11-01 at 2.48.27 PM.png", 747, 296, "#f4f4f4" ], "caption": "Adding override hourly rates for a client, Adventure Time Clocks." } ] } [/block] Your forecasted revenue will display on your dashboard based on whether you set your hours by person or task. Here is the revenue forecast for the Brand Design job for Bakers Gonna Bake. Jorg Blur & Samson Dario have been assigned to the Design task and they both have an hourly rate of $100. 64 hours have been allocated for the period of Oct 15-21, 32 hours for Oct 22-28 and Oct 29-Nov 4. The dollar figures have been calculated based on these allocated hours. [block:image] { "images": [ { "image": [ "https://files.readme.io/cf5af7a-Screen_Shot_2018-11-01_at_2.57.11_PM.png", "Screen Shot 2018-11-01 at 2.57.11 PM.png", 1129, 285, "#f1f2f2" ], "sizing": "full", "caption": "Forecasted revenue for Brand Design." } ] } [/block]