How do I use Harvest and Forecast to view estimates vs. actuals?

Using Harvest and Forecast together allows you to see how your estimated time compares to the actual time your team tracks. You'll be able to see the scheduled hours from Forecast and compare them to your team's actual hours in Harvest in a few different places: the Projects overview, a project's analysis page, the Team overview, and specific areas of the time report.

It's also possible to view your actual tracked time from Harvest on the Team schedule in Forecast.

 

View estimates vs. actuals on the Projects overview

On the Projects page, you can see all your projects' scheduled hours at a glance with the Scheduled column. The Delta column highlights the difference between the scheduled and tracked hours for the project. 

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For any projects not linked between Harvest and Forecast or projects archived in Forecast, you'll see a symbol in the Scheduled and Delta columns. 

For projects that budget in fees, you'll see a symbol in the Delta column. 

 

View estimates vs. actuals on the project analysis page

To compare what you’ve planned to what actually happened, you can start with the project’s Hours per week graph.

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Tracked hours from Harvest appear in black, while scheduled hours (labeled here as Estimated hours) from Forecast appear in gray. This allows you to see trends at a glance, as well as get a sense of when you’re on track and when things didn’t quite go according to your expectations.

If you want to see specific numbers per person, you can use the Team tab beneath the progress graph. The Team tab will show you the number of hours scheduled for each teammate, the number they actually tracked, and the difference between the two. By default, you’ll see a view of the lifetime of the project, but you can narrow the timeframe as needed.

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If you budget by Hours per person, the Team tab will show the budgeted hours for each person, the amount of time spent, and the remaining budget, as well as the total Forecasted spend for that person's time budget. This is the number of hours the teammate has already spent on the project plus the number of hours they’re scheduled to work in the future.

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Using the timeframe dropdown in the tab's top-right corner, you can see the estimates vs. actuals for the entire team for the given timeframe on that project. 

 

View estimates vs. actuals on the Team overview

To see how your team is doing across projects for a particular week, you can head to the Team section of Harvest, where you'll be able to compare your team's scheduled hours (excluding Time Off) with their actual tracked time for that week. The Delta column highlights the difference between the two.

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For any teammates not linked between Harvest and Forecast or teammates archived in Forecast, you'll see a symbol in the Scheduled and Delta columns. 

 

View estimates vs. actuals in the time report

You can use the projects and team tabs of the time report (Reports > Time > Projects and Reports > Time > Team) to see the scheduled and actual hours for a given timeframe. The values for Scheduled and Delta will adjust to the timeframe selection.

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For any projects or teammates not linked between Harvest and Forecast, or projects or teammates archived in Forecast, you'll see a symbol in the Scheduled and Delta columns. 

 

View Harvest actuals on your Forecast schedule

With View and Edit permission, you can see your team’s actual tracked time in Forecast by heading to the Team schedule. Click the dropdown to choose a view for the heat map, then select Weekly actuals or Monthly actuals

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You can either view weekly actuals (Day or Week view of the Team schedule) or monthly actuals (Month view of the Team schedule). 

When viewing Weekly actuals or Monthly actuals, you’ll see:

  • The total hours that person has tracked in Harvest to any linked project for the given week or month
  • The percentage (%) of actual hours against the scheduled hours by week or month
  • The total scheduled hours for the week or month (when hovering over the percentage)

 

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