Forecast vs. HaloPSA

Forecast is well suited to track resources throughout a project or account lifecycle. The biggest benefit Forecast offers is the ease of scheduling resources across upcoming projects. This allows managers to confirm that projects are fully staffed or see which resources are over-allocated. This often will lead to department heads to analyze teams and determine whether more resources are required to be hired.

Incentivized

Quote to cash. Workflows throughout the entire process are simple and easy to amend/change if needed. Reporting is easy and can be scheduled to our needs.

• Assign and allocate resources.
• Identify lean departments and identify areas to increase headcount.
• Manage agile teams.
• Identify bottlenecks in departments or resourcing.

Incentivized

• Ticketing
• Automation
• Invoicing

Incentivized

• Not as intuitive as its companion software, Harvest. This software takes longer to learn when on-boarding new staff. It is also difficult to view time notes without needing to physically open them up. This could be improved by expanding the "on hover" functionality. Personally, having spent as little time in workflow software is really important, as it gives me more time to code.
• Because we use this software to plan schedules, items often fall through the cracks. I would like to see some more sophisticated syncing with not only Harvest but also with Asana.
• Lack of integration with Asana. It would be nice to pull data from forecast and display it in Asana. This would be helpful for understanding how much time I have to spend on a project rather than bounce back and forth between web apps.

Incentivized

• A few tweaks to how items are organised/grouped and listed
• Documentation

I have not needed support for Forecast.

Incentivized

I have not used any other scheduling software other than Forecast. The company selected Forecast because it is used in conjunction with Harvest. The pair of web apps can be used to pull detailed data. This is very important to our agency, and making data-driven decisions is exceptionally important to our agency mission.

Incentivized

Against the other platforms used, HaloPSA is faster, simpler, and easier to use. It might not yet have all of the features of the other platforms, but they are coming fast. The support is second to none.

• Forecast does not integrate with other software in our workflow, and it makes it an entire extra step when it doesn't necessarily need to be. This takes extra time away from my actual job.
• Forecast is powerful when used with Harvest, and allows for powerful data-driven decisions in hiring and project estimates. The more informed we are when making decisions and scoping, the more profitable the company can be.
• It takes some time to onboard new Employees which can take time away from a profitability or other training.

Incentivized

• Our teams have been brought closer together
• We are more accessible to our clients thanks to HaloPSA
• All aspects of the business are covered under one system