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Work Flow Forecasting

Work Flow Forecasting

Owned by Julie Doyle-Whitelock (Deactivated)
Last updated: Sept 17, 2018

Work Flow Forecasting has changed

Significant changes have been made to Work Flow Forecasting, requiring a supporting database update. 

When accessing the Forecasting screens for Work Flow, Pre-Administration, Administration, Construction or Maintenance, a message will be shown to advise of the need for the database update.

Should this occur, please Contact Insula Software

The Work Flow Forecasting screen displays forecast information for the entire work flow.

Work flow forecasting is used to manage the selected job's work flow over all stages. A job's work flow forecast is based on a predetermined work flow template which contains calculations to forecast the job's work flow based on entered dates and the allowance allocated to each of the minor stages.

A more detailed view of each stage can be seen on the specific stage forecasting screens.

Applying A Template

The Baseline Forecast, Best Possible Forecast, and Progress Forecast columns are calculated and populated, based on existing actual dates and the baseline forecast dates that are applicable to the selected work flow template.

  1. From the Forecast drop-down list, select a variance forecast.
  2. Click Template. The Change Work Flow Forecasting Program confirmation prompt will appear.
  3. Click Yes to reallocate the days allowance for each work flow stage. The Select Work Flow Template dialog will be displayed.
  4. Select a work flow template.
  5. Click OK. The Work Flow Re-Forecasting confirmation prompt will appear.
  6. Click Yes to re-forecast the work flow for the current job. The Clear Existing Forecasts confirmation prompt will appear.
  7. Click Yes to clear existing baseline forecasts for the current job. The work flow will be re-forecast.

Clearing Forecast Dates

  1. From the Forecast drop-down list, select a variance forecast.
  2. Click Clear. The Clear Forecasting Dates confirmation prompt will appear.
  3. Click Yes to clear the work flow forecasts for the current job. The Retain Allowance confirmation prompt will appear.
  4. Click Yes to retain the allowance days for each stage. The forecast dates will be cleared.

Creating Forecast Dates

  1. From the Forecast drop-down list, select a variance forecast.
  2. Click Forecast. The Work Flow Re-Forecasting confirmation prompt will appear.
  3. Click Yes to re-forecast the work flow for the current job. The Clear Forecasting Dates confirmation prompt will appear.
  4. Click Yes to clear existing baseline forecasts for the current job. The work flow will be re-forecast.

Creating A Manual Forecast

  1. From the Forecast drop-down list, select a variance forecast.
  2. From the Work Flow Forecast list, select an item.
  3. Click Edit. The Work Flow Forecast dialog will be displayed.
  4. Enter the details.
  5. Click OK. The Work Flow Re-Forecasting confirmation prompt will appear.
  6. Click Yes to re-forecast the work flow for the current job. The Clear Existing Forecasts confirmation prompt will appear.
  7. Click Yes to clear existing baseline forecasts for the current job. The work flow will be re-forecast.