Forecast Features
Tasks (8)
Creation & Assignment
Based on 58 Forecast reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.
Due Dates
Based on 60 Forecast reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Based on 58 Forecast reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Based on 50 Forecast reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Based on 45 Forecast reviews and verified by the G2 Product R&D team. Define dependencies between tasks and the rules to manage them.
Mass Updates
Based on 41 Forecast reviews and verified by the G2 Product R&D team. Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Based on 51 Forecast reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals. 41 reviewers of Forecast have provided feedback on this feature.
Projects (11)
Planning
Based on 51 Forecast reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Based on 43 Forecast reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Based on 43 Forecast reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.
Calendar View
Based on 48 Forecast reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Based on 39 Forecast reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Based on 46 Forecast reviews and verified by the G2 Product R&D team. Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
As reported in 24 Forecast reviews. Track issues at the project or task level, and manage resolutions.
Templates
Based on 40 Forecast reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change. 23 reviewers of Forecast have provided feedback on this feature.
Time & Expense
Based on 52 Forecast reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.
Methodologies
Based on 36 Forecast reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
Based on 46 Forecast reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Based on 53 Forecast reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Based on 50 Forecast reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Based on 35 Forecast reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Based on 51 Forecast reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Based on 41 Forecast reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time.
Planning (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria. This feature was mentioned in 33 Forecast reviews.
Capacity
As reported in 35 Forecast reviews. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
As reported in 37 Forecast reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Optimization (3)
Performance
As reported in 36 Forecast reviews. Monitor the performance of each resource by project, portfolio, or resource type.
Forecasting
Provide demand-driven forecasts to prepare and plan for future projects. 36 reviewers of Forecast have provided feedback on this feature.
Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling. 28 reviewers of Forecast have provided feedback on this feature.
Customer Management (4)
Customer Profiles
Maintains a central repository of customer information and communications.
Sales
Identify sales opportunities and manage leads pipelines by customer or region.
Marketing
Create and manage marketing campaigns and track their performance
Client Portal
Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
Project Management (4)
Project Planning
Based on 13 Forecast reviews and verified by the G2 Product R&D team. Generate plans that define tha main activities and resources needed for a project
Project Tracking
Based on 13 Forecast reviews and verified by the G2 Product R&D team. Monitor the progress or all tasks and activities that are part of a project
Resource Definition
Based on 10 Forecast reviews and verified by the G2 Product R&D team. Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management
Based on 13 Forecast reviews and verified by the G2 Product R&D team. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Accounting (5)
Revenue Recognition
Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management
Ability to create and send electronic invoices, including templates that can be customized/branded.
Payments
Accepts multiple types of payments from clients and match with invoices.
Project Accounting
Deliver features to track and manage costs and revenues by project.
Budget Tracking
Based on 11 Forecast reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets.
Portfolio Management (4)
Portfolio Definition
Define multiple types of portfolios for projects, programs, and services.
Portfolio Performance
Monitor the performance of different types of portfolios and programs.
Risk
Identify risks that may negatively impact the performance of a portfolio of projects.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Analytics (3)
Forecasting
Based on 11 Forecast reviews and verified by the G2 Product R&D team. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Based on 11 Forecast reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards that can be configured by users.
KPIs
Include business and financial KPIs that are specific to project and portfolio management .
Administration (6)
Standard Integrations
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management
Based on 10 Forecast reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Permissions
Based on 21 Forecast reviews. Define and manage roles and access rights for the entire system.
Procedures
As reported in 19 Forecast reviews. Maintain procedures for data access and governance.
Remote Work
As reported in 22 Forecast reviews. Allow users to use the system online and on mobile devices.
Platform (4)
APIs
Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 12 Forecast reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile
Allows software to be easily used on multiple mobile devices including phones and tablets.
Automation (3)
Workflows
Provide standard workflows that can be used accross the company. This feature was mentioned in 24 Forecast reviews.
Customization
Allow administrators to configure workflows and processes. This feature was mentioned in 23 Forecast reviews.
Data repository
Based on 19 Forecast reviews. Deliver a single data repository for all project information.
Project management (7)
Task Prioritization
Set priority levels on tasks so individuals can organize their work. 27 reviewers of Forecast have provided feedback on this feature.
Dependencies
As reported in 20 Forecast reviews. Define dependencies between tasks and the rules to manage them.
Planning
As reported in 28 Forecast reviews. Plan and create work breakdown structure (WBS) based on the scope of the project.
Views
Create customized project views for internal and external purposes (eg: for customers). 25 reviewers of Forecast have provided feedback on this feature.
Scheduling
As reported in 24 Forecast reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Critical Path
As reported in 17 Forecast reviews. Automatically calculate the critical path for projects and update it when projects change.
Dashboards
Based on 25 Forecast reviews. Deliver dashboards that display project data and KPIs in real time.
Workload (2)
Resource Allocation
Based on 25 Forecast reviews. Monitor resource allocation to identify shortages and adjust accordingly.
Insights
Monitor work accross the company and analyze performance. This feature was mentioned in 21 Forecast reviews.
Communication & Collaboration (3)
Communication Channels
Based on 16 Forecast reviews. Support multiple channels for internal and external communications.
Document Management
Based on 16 Forecast reviews. Allow users to share and collaborate on documents and files.
Collaboration
Based on 20 Forecast reviews. Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource. This feature was mentioned in 21 Forecast reviews.
Time & Expense
Track time and expenses associated with projects or tasks. This feature was mentioned in 23 Forecast reviews.
Profitability
Monitor project proftability by team or department. This feature was mentioned in 20 Forecast reviews.
Integration (3)
Front Office
Integrate with CRM, marketing, or customer service software. This feature was mentioned in 13 Forecast reviews.
Back Office
Provide integration with accounting software and ERP systems. 15 reviewers of Forecast have provided feedback on this feature.
External data
Connect to external data sources such as databases or BI software. This feature was mentioned in 13 Forecast reviews.
Generative AI (6)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. 10 reviewers of Forecast have provided feedback on this feature.
AI Text Summarization
As reported in 10 Forecast reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Artificial Intelligence - Professional Services Automation (3)
Predictive Forecasting
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions
Gives task and resource allocation suggestions based on project context.
Automated workflows
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting





