Short-Term Projections

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.

Job 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.)

• 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.

Global Projections

• Employees

  • Displays daily or weekly worker counts for employees whose Position is set to Short-Term Scheduling or Both.

  • Can be filtered by Labor Type or Resource Business Group

• Totals (assigned / projected)

  • Left side shows assigned employees (from Daily Scheduling)

  • Right side shows projected worker counts (from labor projections)

  • Both totals can be filtered by Labor Type or Job Business group

• Difference (assigned / projected)

  • Left: Difference between actual employee count and assigned employees.

  • Right: Difference between employee count and projected worker needs.

• Job Projections Grid

  • The grid displays:

    • Job-level labor projections per Labor Type

    • Assigned employees (from Daily Scheduling)

  • This gives a high-level comparison between:

    • Projected labor needs

    • Actual worker availability

    • Current daily/weekly schedules

  • Use filters to model what-if labor scenarios, such as borrowing employees from other Business Groups. This helps users evaluate staffing options across the organization before making actual scheduling changes.