Integrating Harvest and Forecast makes your workflow a little bit easier. You no more need to continuously switch between different applications to manage tasks, time registrations, and invoicing. The integration with Harvest connects your project & resource management tool directly with your Harvest account.
The usual flow here would be to manage projects, incl. scope and tasks, time estimations, reported hours and budget in Forecast. Your financial data needed for the billing will automatically get transferred to your Harvest account, and all there's left to do is reviewing and sending the invoice.
Scoping in Forecast is also a great tool for creating a sales proposal based on real objective data from your organization. And, using Insights in Forecast, you'll get a real-time look into individual projects, people, the entire portfolio, or the business overall at anytime.
Step 1: Go to your Admin Settings, and click App Catalog
Step 2: Find the Harvest integration, or click here.
Step 3: Enter Harvest account name, username and password.
Step 4: Click Activate
Projects in Forecast need to be linked to projects in Harvest in order for Forecast to know where to send your data.
Step 1: Go to the project you wish to link
Step 2: Go to Project Settings
Step 3: Scroll down to Apps & integrations, and then Harvest
Step 4: Select your Harvest project from the dropdown