Labor Planning & Forecasting
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      Labor Planning Homepage

      Projected hours, total plan, and current schedule for a single job all in one place.

       

      💡 Note: Some tutorials in this article are interactive. Click the blinking target to advance to the next step.

      Contents

      Navigation

      Start/End Dates

      Actual Hours/Scheduled Labor Toggles

      Job Plan Analysis

      Published/Draft Job Plan

      Hours/Average/Max Workers

      Labor Loading Graph

      Labor Consumption Graph

      Zoom and Filter

      Version History

      Job Plan Drawer

      Related Material

      Schedule To Your Forecast

      Forecast Builder

      Labor Recommendation Modal

      Labor Request Baseball Card

      Role Ratios

      Role Categories

      Navigation

      • Click the name of a job to access the Baseball Card.
      • Click on the image-png Icon to access the job's Pages
      • Navigate to the Labor Planning Homepage

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      Actual Hours/Scheduled Worker Toggles

      • Toggle on/off the ability to see Actual Hours displayed on the Labor Loading graph and the Job Plan Drawer.
      • Toggle on/off the ability to view Scheduled Labor on the job. Scheduled Labor will include RIVET Recommendations as well as Labor Requests.

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      Start/End Dates

      Clicking this section will access the Job Setup section

      Quickly adjust the Start/End dates of the job

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      Job Plan Analysis

      • Expand the Job Plan Analysis by clicking the downward arrow to the left of the metrics.
      • Clicking the numbers displayed will provide more details behind the numbers. 
      • If there is math involved behind a number being displayed, clicking the number will display the math used to arrive at the displayed metric.

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      Published/Draft Job Plan

      • Once you edit your Job Plan, it will live in a draft state until you publish it.
      • Publishing your Job Plan pushes the plan out to the Job Schedule and Roster Board views.
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      Hours/Average/Max Workers

      • Use these selections to change how the data will be displayed on the Labor Loading Graph.
      • Clicking again on a selection will provide more information on how the data is shown.

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      Progress To Completion Bars

      • Clicking each bar will show the math behind the display.
      • Each bar will have it's own unique equations that go into presenting the data.

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      Labor Loading GraphScreenshot 2024-09-10 at 1.41.54 PM

      The labor loading graph gives you a graphical representation of this jobs forecast. The forecast, scheduled workers, workers that have been flagged for transfer, requested labor, RIVET Recommended labor, and today's active workers are all displayed.

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      Labor Consumption Graph

      • View the Cumulative Forecasted Labor compared to the Actual Labor on a job.
      • Scroll over the weeks to view the numbers displayed on the graph. 

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      Zoom/Filter Tool

      1. Click on the left or right side of the Zoom and Filter tool
      2. Drag the sides of the tool towards the center to zoom in
      3. Drag the sides of the tool towards the outside to zoom out
      4. Utilize the quick filter buttons to zoom to this month, this year, or the total job.

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      Version History

      Navigate to the Labor Planning Homepage

      Click Version History in the upper right

      View or revert back to past versions of this job's forecast

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      Job Plan Drawer

      Forecast

      1. Open the Job Plan Drawer by clicking the 'Open Job Plan' button in the upper right corner
      2. The initial section you land on will be Forecast
      3. Navigate through the cells using the 'tab' key on your keyboard
      4. Use the 'Jump to date' feature to quickly access the data you need to see

      The icons in the Job Plan Drawer are defined below:

      Screen Shot 2024-03-11 at 2.39.20 PM

      Revert to last published (undo) - Clicking this button will remove any changes made since the forecast was last published. 

      Screen Shot 2024-03-11 at 2.39.32 PM

      Open Forecast Builder - Open the automated Forecast Builder tool.

      Screen Shot 2024-03-11 at 2.39.41 PM

      Move Forecast - Pick up and move forecast to a later date if a job is delayed.

      Screen Shot 2024-03-11 at 2.39.53 PM

      Mark last updated as today - Change the 'last edited' date to today.

      Note: For 'Low confidence' Role Recommendations due to a stale forecast, clicking 'Mark last updated as today' will remove the 'low confidence' flag.

      Publish Job

      Publish Minor Version

      Publishing a Minor Version of the forecast will automatically assign an incremental name to the new forecast. This is best used when the forecast is only changing by one or two workers.

      💡 Note: The naming convention for minor changes to the forecast is by .1 each time. The original forecast is 1.0. Each minor change will be 1.1, 1.2, 1.3 in sequence.

      Publish Major Version

      Publishing a Major Version of the forecast is reserved for when the labor hours change by more than 5%. When a new Major Version of the forecast is published, the user will be prompted to create a name for the new forecast and be given the opportunity to enter any additional comments. 

      Labor Needed

      1. Open the Job Plan Drawer by clicking the 'Open Job Plan' button in the upper right corner
      2. Navigate to Labor Needed from the header menu within the Job Plan Drawer
      3. Review RIVET Role Recommendations and Labor Requests
      4. Fulfill Labor Requests and/or staff Role Recommendations with labor

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