Labor Forecasts

Labor Forecasts

To navigate to the Labor Forecasts page in Jobs List, select ‘Jobs’ on the top navigation bar and click “Jobs List’ from the drop down menu. Here, users can view a grid list of site names. Click any Site Name to view additional details for that site and navigate to the ‘Labor Forecasts’ page. This is how admins can create short-term labor forecasts by specialty. This will show the jobsite at an overall project level. The Summary shows:

• Projected Hours and Costs

• Forecasts

• What was projected

• If what was projected is over or under the budget

Click into each individual category like sheetmetal vs. plumbing and see how each group is doing. 

The chart on top shows a labor curve, if one has been created and a headcount [a forecast of employees for a specific job] and the ‘Beginning Day of  Week’ which can be viewed in daily or weekly intervals with a selection button.

This chart reflects all the forecasts and inputs the admin has made in the grids below which are either Short-Term or Long-Term assignments.

Note: The type of curve the admin wants can be created in the ‘By Labor Type’ section.

• Click (+Add New) in the ‘By Employee Assignment’ modal to create a long-term assignment. 

• Click (Add Forecast) in the ‘By Labor Type’ to create a short-term assignment. 

Creating a Long-Term Employee Assignment

• Select the ‘Add New’ button.

• A ‘New Assignment’ modal will appear where users can insert more details for that forecast such as:

  • Resource Type

    • Helps users find the right person to fill the request

  • Assigned Resource 

    • Used to assign people.

    • This setting is only available to users with ‘Can Dispatch’ permissions. ‘Can Request’ permissions can’t assign anybody.

  • Find 

    • Resource Recommendations

      • Only available for ‘Can View Sensitive' permissions

      • Shows users where workers live relative to the location of the job

      • Shows a grid of people who fit the position; option to sort by location to jobsite

        • Visibility of certifications and employee availability as well as how allocated they are

      • Select employee names to assign them to the job

      • Select ‘Save & Close’

  • Primary Category

  • Additional Categories

  • Job Status

  • Site Name

  • Jobsite Phases 

    • This will be selected by default and in a read-only format for employees; user must select a jobsite phase to open the map.

    • Unlock assignment dates and adjust them

    • Use duration to set an amount of days to choose the end date automatically

  • Schedule (adjust start and end time on a weekly time frame)

  • Notes

• Select ‘Save & Close.’

• After this assignment is created it should show up in the grid.

• Make adjustments to hours or amounts of people with the pencil icon.

Creating a Short-Term Assignment

• This is where different labor types are chosen and a customer schedule can be created for each labor type.

• At the bottom of the Labor Forecasts page, users can find a section called “By Labor Type.” This section shows the Labor Forecast by type, work schedule, and weekly time frame.

• To add a forecast, select the ‘Add Forecast’ button.
  
  

• An “Add Labor Forecast’ modal allows users to select a Date Range and Labor Type. 

• Select the ‘Next’ button.

• The ‘Distribute’ section allows users to distribute those forecasts by Hours or Bulk.

  • Distribute By Hours

    • When budgets start pulling in, this is where we will see a number of hours to distribute based on what's available in the budget.

    • Choose how you want your labor curve to be automatically applied for this forecast (even, front weighted, back weighted, bell curve).

• Selecting ‘Bulk’ will only allow an input of workers per day.

• Selecting ‘Hours’ will provide additional inputs such as:

  • Hours to Distribute

  • Peak Workforce

  • Week at Peak

  • Week at Decline

  • Distribution

  • Rounding Options

• A graph will show below what the forecasted hours will look like moving forward and help users plan future jobs efficiently. 

• Select ‘Initialize.’

• Now our Labor Chart will show the inputs. Scroll up to see the inputted information on the forecast graph.

  • Green lines represent who's actually been assigned

  • Blue is the number of people we've requested.