Forecast vs. WorkflowMax

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Forecast
Score 7.8 out of 10
N/A
Forecast.it is a project portfolio management solution built around features such as resource planning and time tracking, budget estimating, and analytics and reporting, with key third-party integrations.
$29
per seat (billed annually)
WorkflowMax
Score 8.9 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
$20
per month
Pricing
ForecastWorkflowMax
Editions & Modules
Lite (Annual subscription)
$29
per seat (billed annually)
Pro (Annual subscription)
$49
per seat (billed anually)
Enterprise
Call us
Standard
$20
per month
Premium
$70
per month
Offerings
Pricing Offerings
ForecastWorkflowMax
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
ForecastWorkflowMax
Top Pros
Top Cons
Features
ForecastWorkflowMax
Project Management
Comparison of Project Management features of Product A and Product B
Forecast
-
Ratings
WorkflowMax
9.3
27 Ratings
21% above category average
Task Management00 Ratings9.525 Ratings
Resource Management00 Ratings9.56 Ratings
Gantt Charts00 Ratings9.13 Ratings
Scheduling00 Ratings9.419 Ratings
Workflow Automation00 Ratings9.54 Ratings
Team Collaboration00 Ratings9.519 Ratings
Support for Agile Methodology00 Ratings8.93 Ratings
Support for Waterfall Methodology00 Ratings9.23 Ratings
Document Management00 Ratings9.119 Ratings
Email integration00 Ratings9.44 Ratings
Mobile Access00 Ratings9.121 Ratings
Timesheet Tracking00 Ratings9.624 Ratings
Change request and Case Management00 Ratings9.111 Ratings
Budget and Expense Management00 Ratings9.418 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Forecast
-
Ratings
WorkflowMax
9.5
27 Ratings
24% above category average
Quotes/estimates00 Ratings9.723 Ratings
Invoicing00 Ratings9.527 Ratings
Project & financial reporting00 Ratings9.722 Ratings
Integration with accounting software00 Ratings9.127 Ratings
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ForecastWorkflowMax
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Planview AdaptiveWork
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Score 6.8 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
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Planview AdaptiveWork
Score 6.8 out of 10
Quickbase
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Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ForecastWorkflowMax
Likelihood to Recommend
1.0
(3 ratings)
8.8
(28 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(1 ratings)
Usability
-
(0 ratings)
9.0
(2 ratings)
Support Rating
10.0
(1 ratings)
7.0
(2 ratings)
Implementation Rating
-
(0 ratings)
9.1
(1 ratings)
User Testimonials
ForecastWorkflowMax
Likelihood to Recommend
Forecast
Forecast is well suited for tracking schedules, especially if it is only being controlled by a single department. When it comes to using Forecast in a larger ecosystem with more "cooks in the kitchen" it would be helpful to have the software more easily integrated with other software.
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Xero
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
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Pros
Forecast
  • Assign and allocate resources.
  • Identify lean departments and identify areas to increase headcount.
  • Manage agile teams.
  • Identify bottlenecks in departments or resourcing.
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Xero
  • You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
  • It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
  • It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
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Cons
Forecast
  • Not as intuitive as its companion software, Harvest. This software takes longer to learn when on-boarding new staff. It is also difficult to view time notes without needing to physically open them up. This could be improved by expanding the "on hover" functionality. Personally, having spent as little time in workflow software is really important, as it gives me more time to code.
  • Because we use this software to plan schedules, items often fall through the cracks. I would like to see some more sophisticated syncing with not only Harvest but also with Asana.
  • Lack of integration with Asana. It would be nice to pull data from forecast and display it in Asana. This would be helpful for understanding how much time I have to spend on a project rather than bounce back and forth between web apps.
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Xero
  • Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
  • The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
  • No search function to find a specific job, you have to scroll through all jobs allocated to you.
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Likelihood to Renew
Forecast
No answers on this topic
Xero
Because we can't imagine being without it!
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Usability
Forecast
No answers on this topic
Xero
It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas
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Support Rating
Forecast
I have not needed support for Forecast.
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Xero
The support team are excellent. The only downside is that you can't phone them!
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Implementation Rating
Forecast
No answers on this topic
Xero
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
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Alternatives Considered
Forecast
I have not used any other scheduling software other than Forecast. The company selected Forecast because it is used in conjunction with Harvest. The pair of web apps can be used to pull detailed data. This is very important to our agency, and making data-driven decisions is exceptionally important to our agency mission.
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Xero
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
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Return on Investment
Forecast
  • Allow departments to run efficiently.
  • Quickly identify whether departments need to hire.
  • Easily visualize project gaps in resources.
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Xero
  • Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
  • Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
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ScreenShots

Forecast Screenshots

Screenshot of Understand and know how to best utilize your capacityScreenshot of Easily plan and adjust workloads across the entire resource pool to prevent bottlenecks.Screenshot of Have everything in one place to groom the backlog, plan the sprint, and track the progress and velocity.Screenshot of Share real time reports with stakeholders to help them make important decisionsScreenshot of Understand the true cost of each projectScreenshot of

WorkflowMax Screenshots

Screenshot of WorkflowMax Quoting SoftwareScreenshot of WorkflowMax CRM SoftwareScreenshot of WorkflowMax Project Management SoftwareScreenshot of WorkflowMax Mobile SiteScreenshot of Job Costing | WorkflowMaxScreenshot of Powerful Custom Reporting | WorkflowMax