Project Management

Migrate your Forecast data

AI-augmented project management and resource planning platform for professional services teams that want integrated scheduling, time tracking, and financial visibility in one tool.

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In its favor

Why people choose Forecast

The signal that keeps Forecast on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

All-in-one integration replaces separate tools for project planning, resource allocation, and financial tracking, cutting context-switching for project managers.

AI-assisted resource allocation and utilization reporting surface over- and under-loaded team members without manual spreadsheet work.

Clean, modern interface makes it easy to onboard new project managers and share schedule views with non-technical stakeholders.

Visual availability grid displays team capacity at a glance, helping managers staff projects without drilling into individual calendars.

Time tracking is built directly into the platform, meaning billing data is always in sync with the schedule.

Customization options are limited and hard to work around, especially for organizations with non-standard workflows that do not fit Forecast's opinionated structure.

The interface becomes restrictive when multiple users need to work simultaneously, with limited real-time collaboration features noted by larger teams.

No free tier or publicly available pricing forces a sales conversation before teams can evaluate fit, which slows down procurement for smaller organizations.

Scalability is a concern for larger organizations; the tool works well for small and mid-sized teams but begins to strain as project count and user count grow.

Reasons to switch

Why people leave Forecast

The recurring reasons buyers give for replacing Forecast. Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where Forecast fits

Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.

SWOT — strengths, weaknesses, and use-case fit

Strengths

Integrated Gantt chart, resource management, and financial overview in a single subscription without feature-tier gating.AI-powered demand forecasting and utilization reporting give managers actionable capacity signals without manual calculation.Time tracking with billable rates is native, not an add-on, so revenue visibility stays in sync with project progress.Milestone tracking with baselines lets teams compare planned versus actual delivery timelines over the project lifecycle.Custom Fields are available on Projects, Phases, Tasks, and Time Registrations, allowing teams to capture non-standard metadata without workarounds.

Weaknesses

No public pricing — every contract is negotiated individually, making cost comparison and budget planning difficult without a sales call.No free tier and no self-serve trial — teams must contact Forecast directly for a demo, adding friction to the evaluation process.Limited real-time collaboration: the interface becomes restrictive when multiple users edit simultaneously.Customization ceiling is low — organizations with highly specific workflows find it difficult to adapt Forecast to their structure.No documented public bulk export API; data export is limited to CSV for schedule data, which does not cover all object types.

Where it works

Small to mid-sized professional services teams with 10–200 users that need integrated project planning, resource management, and financial tracking in one subscription without feature-tier gating.Organizations with straightforward project hierarchies in industries such as construction, real estate, or professional services whose workflows align with Forecast's opinionated structure.Mid-market teams in regions with standard SaaS procurement practices, where negotiating a custom contract without public pricing is acceptable to the buying process.Project-heavy service firms requiring visual availability grids and utilization reporting to staff multiple concurrent client engagements without spreadsheet-based capacity planning.Teams that prioritize native time tracking with billable rates over workflow customization, ensuring revenue data stays synchronized with project schedule data.

Where it struggles

Large organizations with 500+ users requiring simultaneous multi-user editing, as the interface becomes restrictive when multiple users work on the same project at the same time.Organizations with highly customized or non-standard project workflows that do not align with Forecast's opinionated structure and limited customization options.Teams requiring bulk data export or programmatic access for migration and automation, given the absence of a documented public bulk export API and CSV-only schedule export.Smaller organizations or solo evaluators needing self-serve trials or free tiers to assess fit, since Forecast requires a sales call and demo before evaluation.Enterprises with complex compliance or audit requirements for data residency and API access, where negotiated custom contracts add procurement friction.

Pricing tiers

Forecast pricing overview

Forecast uses a single, all-inclusive pricing tier with no public per-seat rate. Pricing is negotiated based on user count and contract duration, and there is no free tier or self-serve trial — every evaluation requires engaging the sales team directly.

Single Plan

Tier 1 of 1

Custom (contact sales)

What's included

All features included in one subscription tierPricing based on number of users and contract lengthAnnual and multi-year contract discounts negotiated individuallyNo feature gating between tiers — all capabilities available on every contract

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Pricing is informational. FlitStack AI does not bill on Forecast's schedule — see our quote-based pricing →

What gets migrated

Forecast object support

Object-by-object support for Forecast migrations. Per-pair details surface during scoping.

Projects

Fully supported

Projects are the top-level container in Forecast, holding Phases, Tasks, and Milestones. We export the full project record including status, dates, and custom properties and land it as a top-level project or workspace in the destination. Nesting is preserved via the parent_id linkage at migration time.

Phases

Fully supported

Phases are mid-level groupings within a Project, used to chunk large work streams. We map Phases to the equivalent grouping construct in your destination (e.g., project phases, sprints, or milestones) and preserve their ordering relative to the parent Project.

Tasks

Fully supported

Tasks are the leaf-level work items in Forecast, each assigned a status, assignee, due date, and optional time estimate. We map Tasks 1:1 into the destination task or issue object, preserving the status enum mapping and owner assignment.

Milestones

Fully supported

Milestones in Forecast represent key target dates tied to a Project. We export the milestone name, target date, and parent project reference, landing them as milestones or pinned deadlines in the destination system.

Custom Fields

Mapping required

Custom Fields can be applied to Projects, Phases, Tasks, and Time Registrations. They support text, numeric, and choice types. During migration scoping we identify every non-standard field and map it to the equivalent custom property in the destination, applying the same field type and choice options.

Time Registrations

Mapping required

Time entries in Forecast are linked to a Task (or a Project for non-task logging) and carry hours, a date, a billable flag, and optionally a rate. We map these to time entries in the destination, preserving the billable flag and associating each entry with the migrated task record.

Rate Cards

Mapping required

Rate Cards define hourly billing rates per role or person in Forecast. We export the rate card structure and rate values, then map them to the equivalent billing rate or cost table in the destination. Multi-currency rates are converted at the exchange rate active on the migration date unless a different rate is specified.

Resource Assignments

Mapping required

Forecast assigns team members to tasks with an allocated percentage or hours. We extract the assignment records and re-link them to the corresponding migrated tasks and users, flagging any orphaned assignments where the user has not been migrated.

Gotchas

What to watch for in Forecast migrations

Issues we've hit on past Forecast migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

High

No public pricing or self-serve trial

High

CSV-only data export covers a subset of objects

Medium

No documented public API for bulk operations

Medium

Custom Fields require field-level mapping at destination

Low

Multi-user concurrent editing is limited

How a Forecast migration works

Four steps, Forecast-specific

Connect

API key (available on request or via developer account) into Forecast. Scopes limited to read-only on the data we move.

Map

We translate Forecast-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate Forecast quirks before production.

Migrate

Full migration with Forecast rate-limit handling. Rollback available throughout.

FAQ

Forecast migration FAQ

Answers to the questions buyers ask most during Forecast migration scoping. Not seeing yours? Book a call.

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Most Forecast migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

Ready when you are

Migrate Forecast.
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