Invite and collaborate with colleagues on projects
Notice: First you need to add your team to your Forecast organization. You can only add people to your project who are also in the organization, either as virtual- or full users. Learn more
Add Team Members to Projects
Step 1: Select a project and then click Team
Step 2: Use the drop-down at the top right to add people from your organization to the project
If the person is not yet added to your organization: Use the Invite Someone New button to add new people to the organization directly from within this view.
Step 3: Fill out the necessary information in order to invite the team member.
Step 5: Click Invite and Done.
The team member will then received an invitation to log in by email.
Note: Please be advised that you are not able to bulk assign one team member, or several, to multiple Forecast projects at once.