Syncing time from a Harvest project to a Forecast project

Discover how you can sync the time that you have logged in a Harvest project to a Forecast project.

Time to read: 5 minutes 

If you are looking to learn how to set up the integration with Harvest, see this article


Main Takeaways: 

  • Learn how to connect a Harvest project to a Forecast project

  • Once connected and synced, data from the Harvest project will be sent over to Forecast

  • Learn how to find the fetched data from the Harvest project in a Forecast project and how it affects your projects budget

Connect a Forecast Project to a Harvest Project

In order to sync the time that you have already registered in a Harvest project, you need to connect that project with the desire Forecast project. Below we show you exactly how you can connect the two projects across platforms. If you wish to learn how you can synch your time from a Forecast project into a Harvest project please visit this article.


Step 1:
Choose which project from Forecast you wish to sync with Harvest.

Step 2: Go to Project Settings

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Step 3: Scroll down to Apps & integrations, and then select your Harvest project from the dropdown

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Please keep in mind that this may take a few moments before the information is transferred.
 

Where is the Time Reflected in Forecast.


Scope

Once the time from your Harvest project has been successfully synced to the Forecast project, you will be able to view that amount of time in the scoping page of your Forecast project and it will be identified in the very top of the project totals as it is indicated below.


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Notice that any time that you have registered from Harvest will appear in between the project totals and the first milestone in the scoping page.

 

Note: Please keep in mind that this means that all time fetched from Harvest is directly reflected on the Forecast project and not on any specific tasks in Forecast. 

If you wish to associate the total time reflected on the project you can designate this time to tasks in Forecast. Please visit this article to learn more.



Budget

Please bear in mind that we are only fetching time not financial information. In order to set up the appropriate financials in the Forecast project, please read more on rate cards and internal hourly costs from here. 

Without a rate card associated to your project you will not see the appropriate financial information.