Admin Panel Set Up: Details & Labels

Set up your company wide preferences that will define how you work moving forward with Forecast.

Details

Access the Admin Panel & select Details

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1. Address & Logo: This is where you set up the basic information of your company, which is tied to your billing.

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2. Currency: This is a very important part of your set up, as it will define the financial base line of all of your work.

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3. Schedule: One of the main features in Forecast is the Schedule, not only does it facilitate a much easier way to delegate work and asses your teams capacity, but it is the place where you plan for future work. So setting up your schedule's calculation type important as it determines how your heatmap (in the people view) reflects your team member's work. Planned calculation uses the amount of time you planned to work (estimates), and Actual calculation uses the time you registered (what actually worked).

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4. Default working hours: This is the baseline of your company's working hours and is reflected in the Schedule and Time page. You will also be able to set individual working hours for each one of your team members (as some team members may have different working hours).

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5.Timezone: This will serve as the baseline or digital footprint of your work, every action or mutation will be anchored to the designated timezone. For instance this will define the time in which notifications are sent.

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6. Contact: This is the main contact person which will spearhead Forecast internally and will be the default person for projects.

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7. Forecast Lab: This is where you can you to test, poke and prod our latest out-of-the-box creations and provide any feedback directly to the Forecast engineers who developed them. By click on the checkbox will enable the feature or function it details across your company.

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8.Demo Data: By clicking on the "Create Demo Projects" will add into your account four (4) mock projects, along with mock; team members, rate cards, tasks, and more. This is so you can familiarize yourself with the tool before you plan out your actual work. You can also use these projects as templates for future projects.

Labels

Creating, editing and removing labels

The purpose of establishing and using Labels is for the organization and categorization tasks, projects, skills, team members, teams and more. For instance, you can create a label named "graphic_design" and assign that label to a task, project, team and individual team member that requires work that encompasses "graphic_design."

The best practice when is come to labels is to have them predefined before adding them. You want to have a set structure for them. Usually this means having a list of labels for each of your team members based on their skill set e.g. "graphic design" and so on.

1. Access the Admin Panel & select Labels

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2. Define & Add Labels

Hover your cursor over the Name field and type in the name of label you have predetermined. Then proceed to select the desired color you wish to attribute to the label. Then click Add Label.

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When you click on the Add Label Button, the column Usages will reflect a zero (0), this means that the label has not been assigned yet. You can add as many labels as you'd like, just remember to have a set structure in place before you do.

Next up: Admin Panel Set Up - Roles, Rate Cards & Currencies