Feature Overview

Maintain consistency in billing with rate cards

When it comes to creating and managing your rate cards, Forecast makes it a breeze. 


Manage multiple rate cards

With Forecast resource & project management you can manage multiple rate cards across your project portfolio. 

Assign Different Rates to Different Projects

You have the flexibility to associate a rate card directly with your new project or choose it later from project settings.

Accurate budgeting

Our rate card management system enables you to budget your projects more accurately.

Estimate project costs

With more control over your rates and being able to assign different rates to different projects you're able to stay on top of your total project costs.
  • Forecast has freed me up from essentially being a full time resource manager

    Glenn More
    Head of Delivery, Hallam
  • Investing in Forecast is a no-brainer for us.

    Matt Nelson
    Head of Operations, Holition
Work with clarity

Provide transparency for your clients

Our rate cards functionality allows you to provide clarity and transparency between you and your clients. It also enables you to perform accurate project budgeting and financial forecasting.

By using rate cards in Forecast, you can estimate project costs more effectively, allocate resources efficiently, and maintain a standard approach to financial management across different projects and clients.

Rate cards

Built for flexibility & scale

Our rate card management feature means you can assign different rate cards based on factors decided by you.

Assign and set rates on projects based on your teams role or seniority and switch them in and out as the project changes. Maintaining accurate rate cards enables you to be able to forecast project budgets and profitability more accurately.


Integrate your tech stack

The AI-driven platform that brings all your data together to streamline projects, resources and financials.

Explore integrations
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Hear from customers like you

  • Investing in Forecast is a no-brainer for us.

    It’s easier for us to spot inefficiencies before the scope and budget are way overboard and show people where we’re at.

  • Forecast ensures we actually make revenue because the point is margin, right?

    It’s super key and has uncovered significant losses prior to getting on the platform.

  • Hitting and exceeding our 65% margin goal was thanks to Forecast.

    We have a much more accurate view of our margins, expenses and costs as they relate to our projects.

  • Using Forecast my team has become far more profitable

    The team doesn't go over budget anymore, and we see can foresee problems really early with our clients so we can have those conversations at multiple points.

  • We grew our revenue and headcount by 50% and Forecast played a major role.

    First time we’ve ever seen realtime, unified financial performance across all client work. Such a jump from where we were before, onboarding was quick, a lot of evolution for us.
  • Forecast has freed me up from essentially being a full time resource manager

    I'm now ahead of overall delivery and back to running projects. That’s because the system is so easy to use.

Use cases

How Forecast fits your needs

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Manage and plan current load and demand across a single team or hundreds. Anticipate future resourcing needs for your organization while streamlining your planning process.
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Program management

Get a bird’s-eye view of your portfolio of projects and finances. Understand how you’re performing across business units, track fixed price or revenue capped initiatives, and ensure strategic alignment across multiple complex deliveries.
Learn more


Understand the true state of your delivery, whether internal or external. Measure output, costs and budgets to ensure you don’t end up with unpleasant surprises. 
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Get started now with Forecast

Find out how Forecast can help you better utilize your team, plan your projects and manage tasks.

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