How to sync forecast amounts in ConnectWise PSA?
Go to the project page. Inside the “Project Settings” menu, click on Sync With ConnectWise and then click on the "Sync Forecast Amount" option.
- A pop up will appear showing all the designs created in your project.
- Select a design from the list.
- The total amount of the selected design will be reflected in the modal.
- Click Continue.
- The forecast amount will be updated in your ConnectWise PSA account.
This will sync the opportunity, account, and contact along with the forecast amount.
The Total Amount field in the is editable, so you can update or adjust the total amount as needed.
Updated on: 09/02/2025
Thank you!