Forecast vs. Smartsheet

Forecast is well suited to track resources throughout a project or account lifecycle. The biggest benefit Forecast offers is the ease of scheduling resources across upcoming projects. This allows managers to confirm that projects are fully staffed or see which resources are over-allocated. This often will lead to department heads to analyze teams and determine whether more resources are required to be hired.

Incentivized

The Smartsheet platform is extremely similar to Microsoft Excel, so if you are familiar with Excel, you will pick Smartsheet up quickly. Even if you aren't Smartsheet has a relatively simple user interface, meaning just about anyone can learn it. One thing to note is that the interface is that some may consider the interface so simple that they feel the need to look for more robust platforms. If you have a small to medium project that needs to be manages in a central hub, Smartsheet would be a great fit. If you have a very large project, I might consider looking into more advanced platforms.

Incentivized

• Assign and allocate resources.
• Identify lean departments and identify areas to increase headcount.
• Manage agile teams.
• Identify bottlenecks in departments or resourcing.

Incentivized

• The easy to use dashboard has enabled us get comprehensive view of projects across the entire business.
• It has streamlined internal communication with ease of sharing information across different teams.
• Smartsheet automates our workflows, enhances collaboration and ensures there are no data silos.
• I like that it saves time for us and ensures we spend less time switching between apps.

Incentivized

• 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.

Incentivized

• Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
• Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency

Incentivized

Smartsheet has made my work life easier. Reduced my email significantly. Smartsheet and SaneBox have got me leaving the office with 0... Yes 0 emails in my inbox. My inbox would reach 150-250 email per day. Smartsheet brought that number down significantly and SaneBox took it the rest of the way. Do yourself a favor and check out SaneBox, too.

Smartsheet is very easy to learn. However, while I have been able to pick it easily, Microsoft Excel and Project super users that I have trained on Smartsheet get bogged down in the differences and can find it frustrating. Explaining the differences ahead of time and why Smartsheet is being chosen instead of a different software seems to counteract those reactions

Incentivized

I have not needed support for Forecast.

Incentivized

They're a smaller company but they've always given great service when we rarely need to reach out. Pretty good online content but a bigger user base would help to produce more content in a self-sufficient community much as we see with Salesforce. To be fair we haven't needed their direct customer support very often. The sales guys are nice and not too pushy!

Incentivized

Work with the Smartsheet support team to get the best overall. If no one in your organization has used Smartsheet before, the support team will get things started. We had a couple of people who had used this product before and it was a great help in getting our framework together how we wanted to use it.

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.

Incentivized

Smartsheet is a dedicated project management tool that is built on spread sheet principles. When compared to Microsoft's own offering, Smartsheet came out on top in some areas like dedicated project management features vs having to build custom features to Microsoft 365. However when you compare them on price, Microsoft 365 definitely has more value than Smartsheet.

Incentivized

• Forecast does not integrate with other software in our workflow, and it makes it an entire extra step when it doesn't necessarily need to be. This takes extra time away from my actual job.
• Forecast is powerful when used with Harvest, and allows for powerful data-driven decisions in hiring and project estimates. The more informed we are when making decisions and scoping, the more profitable the company can be.
• It takes some time to onboard new Employees which can take time away from a profitability or other training.

Incentivized

• Our positive ROI has decreased the overall cost in project management as it reduced the amount of MS project licenses we needed.
• We have also seen a positive ROI on using the cloud storage and it automatically supports proper version control.

Incentivized