Forecast Features
Tasks (4)
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Creation & Assignment
Create and assign tasks for individual users with details and due dates.
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Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
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To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
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Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Projects (9)
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Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
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Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
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GANTT
Provide visual representations of tasks, dependencies, and progress.
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Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
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Views
Create customized project views for internal and external purposes (eg: for customers).
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Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
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Templates
Provide standards templates that can be customized by users to create new projects.
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Time & Expense
Track time and expenses associated with projects or tasks.
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Methodologies
Support agile and waterfall project management methodologies.
Resource Management (3)
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Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
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Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
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Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
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Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
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Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
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Dashboards
Deliver dashboards that display project data and KPIs in real time.
Platform Basics (3)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboard
Has a centralized dashboard for users to interact with.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Content (3)
Automation
Automates some or all operation related tasks.
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Content Library
Provides users with a pre-built library of useable content.
Platform Additional Functionality (5)
Integrations
Integrates with business solutions such as payroll, workforce management, POS systems, etc.
Mobility
Is accessible from a mobile device and by users on the go.
Forecasting
Forecasts scheduling needs based on important KPIs.
Task Management
Provides task prioritization and management abilities.
Portal
Contains a portal to facilitate third-party or client application access.
Generative AI (2)
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.
Resource Planning - Workforce Planning (4)
Reconciliation
Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting
Headcount Planning
Provides overview of planning and prediction for current and future employee headcount
Reporting
Outputs reports on headcount and budgeting analytics
Expense Planning
Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits
Human Resources - Workforce Planning (4)
Integrations & APIs
Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS
Compensation Bands
Provides overview of salaray ranges in relation to job levels
Org Chart
Offers the ability to rearrange company hierarchy and employee details in a chart format
Recruitment Workflows
Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders
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




