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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
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.