Forecast

Budget & team

See who is scheduled on a project, and what they actually logged

A plan that says someone is on a project fifteen hours a week is only useful next to what they actually logged. Connect Harvest Forecast and each project shows who is booked, week by week, on both the Team page and the Budget page. Put that next to logged hours from Harvest and the gap between the plan and reality is visible while you can still do something about it.

How Forecast fits in

Who is booked, next to what they logged.

Spectr syncs Forecast read-only: who is scheduled on the project, week by week. Each person is matched with the same person in Harvest and the tracker, so one person is one row, and the Team tab shows their scheduled hours beside the hours they logged.

How it connects

A Forecast Personal Access Token plus your Forecast Account ID - its own credentials, independent of Harvest.

Before you start

Forecast is a separate Harvest product and is connected separately. You do not need Harvest connected to use it, though allocation is most useful beside Harvest's logged hours.

What Spectr reads from Forecast

Scheduled assignments
Allocation blocks for the connected Forecast project over a rolling three-week window, joined to Forecast's people records for names and avatars.
The project roster
Who is scheduled on the project. Forecast-sourced people are merged with the same person from Harvest, Linear, Jira or Shortcut so one human is one row rather than four.

Setting it up

  1. In Forecast, create a Personal Access Token and note your Forecast Account ID.

  2. On the Spectr project's Integrations tab, pick Forecast and enter the token and the Account ID.

  3. Pick the Forecast project to map to. The picker shows each option with its client name.

  4. Open the project's Team page for allocation by week, or the Budget page's Team tab to see it beside logged hours.

Frequently asked questions

Anything else? Email hello@crowdlinker.com and a person will answer.

Do I need Harvest connected to use Forecast?

No. Forecast is a standalone product with its own credentials and connects independently. Connecting both is what lets you compare scheduled allocation against logged hours on one screen.

Does Spectr change my Forecast schedule?

No. Forecast is read-only. Spectr reads assignments and people; it never writes a schedule block.

Are costs shown on the allocation view?

No. The Team views deal in hours only. Money stays on the admin-only budget detail.

Related

Use case

See the budget on the same screen as the work

Harvest budget and Forecast hours next to the work they are paying for

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