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Add transparency to your retainer projects 

Take the pain out of managing ongoing client work and get clear visibility into daily, weekly, or monthly retainers. 

Get a holistic picture of retainer periods

Stay on top of how and where you’re spending costs from retainer fees. Gain a comprehensive panorama of all your retained periods, so you can analyze and compare the financial performance on locked periods and plan rationally in the future. Roll over the unused target to the next period on a retainer.

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Visualize retainers in your project plan

Focus your time and resources on long-term goals. Divide retained periods into milestones and tasks. Predict delivery dates, assign roles and people, and benefit from the AI helping you estimate the tasks.

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Spot anomalies before they hurt the target

Keep tabs on the quality and quantity of services you provide to the client. Get visibility into how much work has been completed for each retainer period to make sure nothing goes off at half-clock and you don’t over- or under-service the client.

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Streamline the retainer billing process

Automatically invoice work in progress on a retainer, based on the time entries. With time-tracking in place and real-time dashboards tied to each period, you have a detailed and transparent view of the workflow.

Read more about project accounting

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Make retainers part of the bigger picture

Whether it's a retainer, fixed price, time & material, or non-billable project, Forecast provides you with the flexibility to manage them all side by side. This gives you a clear view of how each project affects the pipeline so you can budget your team’s time accordingly.

Read more about resource management

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Predict the income & measure retainer value

Predict the source for regular income and clearly follow where the money is earned. The interconnectivity across all billing types allows you to closely follow how retainer projects support sustainable growth and lower risks from running solely on one billing type or the other.

Read more about financial reporting

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The main benefit of using Retainer Periods in Forecast is that we don't have to spend a lot of time on manual processes trying to get a project management tool to fit in the way that we do business.

Rasmus— COO
Kvantum

Facilitate retainer management with Forecast

Start improving the way you manage retainer projects today
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