In some reports, you will have the option of including forecasted data. This is an advanced engine that continuously forecasts work based on information in your system.
How it works
The forecasting feature creates predictions shortly after a new job is set up. It looks 30 days into the past and up to 2 years into the future, but only within the job's start and end dates. Every night at midnight, the forecast window updates, moving forward by one day. When actual work hours are logged, the forecast for that day is removed because real data is more accurate than predictions. If any changes are made to a job, all forecasts for the employee working on that job are updated. This process helps keep forecasts current and as accurate as possible.
Forecast work
Forecasting regular hours, overtime, and addition/deduction
For the system to be able to generate forecasting for regular hours, the job (collective agreement) must have a defined Work week and specified logic under Weekday calculation. It will also be able to forecast from Overtime per week if hours from Work week are affected by this logic. The forecasting of regular hours will simply “pretend” to log all hours as defined in Work week, thus also including overtime and additions/deductions if relevant. The job must be set to Hour salary for Salary type, and to prevent several jobs forecasting on the same date – one job MUST be set to primary.
Forecasting shifts
In parallel with forecasting from Work week, the system will also forecast data from shifts in the Staffing calendar. Due to shifts being more “accurate” than data in Work week, the forecasting of a shift will override the forecasting of Work week if both are available on the same date.
Forecasting monthly salary
If a Monthly salary is applied on a job, the system requires that the Salary type is set to the Monthly salary rule for it to be forecasted. Remember that the system may only forecast values for monthly salary and invoice if data are available in the fields for Salary and Invoice under the Monthly salary section.
Forecast unbooked shifts
Forecast unbooked shifts will also include unbooked shifts from the staffing calendar, where economy data from a project and/or company are used to calculate values.
Forecast unbooked shifts
Unbooked shifts are not connected to an employee, job or collective agreement, so when these criteria are applied, some sheets will show lower values than others.
Summarized
In summary, here is how the forecasting of work is built up.
- Forecast hours from shifts in the project calendar with values from the connected job.
- Forecast hours from the Work week on a job with values from the job itself.
- Forecast monthly salary from Month salary on a job with values from the job itself.