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
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.