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Automate Forecast project management access from Rippling so project teams get resource planning tools on day one and lose access cleanly when they leave.
The Rippling–Forecast integration automates user lifecycle management in Forecast's AI-powered project and resource management platform based on Rippling employment data. Project managers, team leads, and billable staff are provisioned into Forecast on hire with appropriate roles and deprovisioned automatically at termination — keeping resource planning data protected and current.
Forecast combines project management with resource forecasting and financial project reporting. Connecting it to Rippling ensures resource capacity is always based on the current workforce rather than a manually maintained user list in Forecast.
Professional services firms using Forecast often have inflated resource capacity in their forecasting models because departed staff remain as active resources in Forecast after leaving. This inflates available capacity calculations and distorts project scheduling. Automated deprovisioning from Rippling immediately removes departed employees from the resource pool.
thePeopleStack configures Rippling provisioning rules for Forecast with role mapping based on department and project team structure. We validate that deprovisioning removes the employee from active resource allocations before go-live.
Forecast integrations for thePeopleStack's Rippling clients are built around US project management and resource planning workflows.
Canadian and cross-border operations: for Canadian project staff, Forecast provisioning follows the same Rippling-driven lifecycle as US team members.
Forecast is an AI-powered project and resource management platform used by professional services, agencies, and tech companies to manage project planning, resource allocation, time tracking, and financial project reporting.
When an employee is terminated in Rippling, they are removed from Forecast as an active resource, which immediately reduces available capacity in resource forecasts and prevents them from being assigned to future projects.
Forecast supports SSO configurations that can be managed through Rippling, tying platform access to active employment status.
Yes. Rippling's department and job title fields can map to Forecast user roles, ensuring project managers, team members, and financial approvers receive appropriate permissions automatically.
Standard configuration takes 1–2 hours including role mapping and deprovisioning trigger testing.
