Add Team to Project

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 1-1

Step 2: Use the drop-down at the top right to add people from your organization to the project

add ppl in 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. 

invite tm


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.