Labor Projections

Located in Scheduling, Labor Projections (also called Worker Loading) help teams quickly estimate the labor needed for active projects. Projections can be broken down by labor type, such as trades, crafts, or specialties.

Labor Projections

• Header information

  • Budgeted Hours

    • Pulled from the Budgeted Labor Hours field on the Job Detail page, or from the Job > Budgets page (if importing budgets from the ERP).

  • Actual Hours

    • Pulled from the sum of the Actual Hours column on the Job Detail > Budgets page (if importing actuals from the ERP).

  • Projected Hours Left

    • Pulled from the Projected Hours column on the Job Detail > Budgets page.

  • Remaining Hours

    • Calculated as:

      • Budgeted Labor Hours − Actual Hours − Remaining Projected Hours 

      • (This represents the remaining worker hours needed after the last data refresh.)

  • Customer Name

• When projecting the labor needed on a job, users can use the Initialize button on this page to quickly load the labor needed for that job. 

  • Begin Date

    • Date will default to the Job Begin Date. If that date is in the past, it defaults to today's date

  • End Date

    • Defaults to the Job End Date

  • Labor Type

    • Choose the type of labor needed (e.g., Electrical, Plumbing, Roofing, etc.)

  • Distribute By (Hours or Bulk Add Workers)

    • Hours

      • With this option selected, users will need to select how they want to spread hours across the job dates. 

        • Hours to Distribute

          • Pulled from the job’s Budgeted Labor Hours minus already distributed hours.

        • Distribution

          • Hours can be evenly spread, be front-weighted, or back-weighted

        • Rounding Options 

          • Worker counts can be rounded down to the nearest whole worker or rounded up the highest whole worker

    • Bulk Add Workers

      • With this option selected, users only need to enter a set number of workers they want each work day across the dates selected

• Once the Labor Type row has been added, the projected worker counts can be manually adjusted as needed.  This page will also show the number of workers that have been assigned on the Daily Scheduling page so users can quickly see if they need to schedule additional workers.