A useful feature is the flexibility around rates.
You can opt for a time and materials project, with or without a set budget. Harvest does give you some invoicing flexibility, which can be determined at a project’s creation. You can build tasks, but these are where time gets logged, so think twice before creating a task for every to-do item within a project. You also get the key metrics tracked by Harvest (time, remaining budget, internal project cost and amounts to invoice).Īs Harvest is built on the foundation of tracking time and expenses, you won’t find much additional project management functionality such as milestone tracking or to-do management. Within the project’s main view, you get a unique bar chart tracking the progression of the budget month by month, and another tracking your teams logged time week by week. The projects view lets you see at a glance how your work is tracking against budget with a colored project bar that stands out in the interface. However, once you have built your projects, Harvest lets you maintain their progress against budgets with ease. If your quoting process is simple and the client only cares about the total value of services, you should be safe, but this disconnect between estimates and projects is something to consider. If you put the effort into building an estimate to list out service line items for time to be tracked, you will need to duplicate that effort to create the project if the estimate is accepted. You can’t turn an estimate into a project, only directly into an invoice.
#FORECAST HARVEST APP FULL#
You can see the full list of leads and filter by client, but if pipeline management is important to you, Harvest will underwhelm.Īdditionally, there is a disconnect between an estimate, and the project. What the Estimate module doesn’t provide however, is any form of lead pipeline visualization to provide you key information about incoming work. In Harvest you build Estimates, which once accepted, can be turned into an invoice. The most notable limitation of harvest is its business development functionality. Not our first choice for pipeline management Since then, they have expanded their horizons to cover most aspects of project management and, to a lesser extent, CRM. After all, the application started as an exclusively time capture tool in 2006. Harvest’s biggest strength is its flexibility of time capture. Today, I am covering Harvest & Forecast, its scheduling add on, together. Harvest is a project management tool whose foundations lie in time capture.
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