Forecast
AI-powered project and resource management platform for agencies and professional services with automated scheduling.
What it does
Forecast is an AI-powered project management and resource planning platform for agencies, consultancies, and professional services organizations - integrating project delivery, resource allocation, time tracking, and financial management in a unified tool. AI capabilities include AI-powered project scheduling that automatically distributes tasks across the timeline based on team capacity and dependencies, intelligent resource allocation recommendations that match project skill requirements to available team members, AI-generated project risk assessments that flag projects at risk of scope creep or deadline slippage based on early velocity signals, automated retainer tracking that monitors budget burn against client retainers in real time, and predictive workload analytics that surface future capacity gaps before they cause project delivery problems.
Why AI-ENHANCED
Forecast is an established project and resource management platform that has integrated AI scheduling optimization, intelligent resource matching, and predictive project risk analytics into a mature professional services management product.
Best for
Small agencies and consultancies use Forecast for unified project and resource management - AI scheduling reducing the manual effort of planning work across team members and retainer tracking preventing budget overruns.
Mid-market professional services firms use Forecast for systematic delivery operations - AI resource allocation optimizing utilization across multiple concurrent projects and predictive analytics enabling proactive problem resolution.
Large agencies and consulting firms use Forecast for enterprise delivery management - AI workload forecasting preventing capacity crises and automated financial tracking providing real-time project profitability visibility.
Limitations
Forecast is optimized for project-based professional services delivery — product companies with engineering sprints and feature-based roadmaps find dedicated product management or engineering tools more applicable.
Forecast's AI task scheduling and risk predictions improve as the system learns team velocity and completion patterns — new organizations see less accurate AI estimates during the initial learning period.
Forecast integrates with QuickBooks and Xero but complex billing scenarios (milestone billing, complex retainer structures) may require manual reconciliation that the platform does not fully automate.
Alternatives by segment
| If you need… | Consider instead |
|---|---|
| Agency project management | Teamwork |
| Resource management for professional services | Harvest |
| Enterprise project portfolio management | Workfront |
Forecast pricing from $29/seat/month with a 10-seat minimum. Enterprise pricing negotiated. Annual billing discount. 14-day free trial.
