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Automated Initial Job Forecast

When a job is created in RIVET the Forecast will be built automatically

Contents

Navigation

Small Jobs

Default Curve Type

Exceptions By Tag

General Exceptions

FAQ

Related Articles

Forecast Builder

Labor Planning Homepage

Schedule To Your Forecast

 

Navigation

  • Admin users can navigate to Manage Organization
  • Navigate to the Jobs section
  • An Automatic Initial Forecast toggle will be displayed

Small Jobs

💡 Note: When turned on, jobs whose Current Hours Budgets are smaller than the threshold below will get an evenly built forecast.

 

  • Toggle this feature on to exclude jobs below a certain hours threshold
  • Set the upper hours threshold. Every job with less hours will be excluded from this feature.

Default Curve Type

 

  • Select which curve type will be attributed automatically to new jobs
  • Only jobs above the aforementioned Small Jobs threshold will receive automatic forecasts

Exceptions By Tag

 

  • Change which curves will be attributed to which job types using Tag
  • Tags are configured in Manage Organization by an Admin user at your organization
  • Choose as many tag specific exceptions as needed

⚠️ Caution: Reverting back to one default curve is a permanent action and can't be undone.

FAQ

Q: Can we exempt a specific set of jobs from auto-forecasting entirely so they get no forecast at all?

Not as a per-job setting today. Automated forecasting is turned on at the company level, not job by job. Smaller jobs get an even-distributed forecast instead of a curve, but that's still a forecast. And a job only ends up with none if it's missing the basics — like start and end dates or an hours budget. So there isn't a way right now to pick certain jobs and say "never forecast these." 

Q: If we've already manually edited a job's forecast, will automation come back and overwrite it?

No. Once a job has a manual forecast, automation leaves it completely alone — it won't override it or regenerate it. Auto-forecasting only ever manages forecasts it created itself. So your manual work stays exactly as you set it unless you choose to rebuild it.

Q: If I enable the automated forecast, will it allow me to select a 4/10 work schedule, or does it default to an 8/5 schedule and require me to update the schedule afterward?

Yes, when creating the job you can set up the default schedule and it will auto-forecast to that schedule. If, while a job is still being auto-forecasted, you change the default schedule for the job to 4/10’s then that will trigger an automatic re-forecast. 

Q: If I toggle the Automated Forecast on now will it affect unforecasted projects?

No, when you toggle on Automated Forecasts in Manage Organization setting it will only apply to jobs created after the toggle was enabled.