Use the forecast total

Activate forecast total entry
Modify the relevant parameter structure
In plan of capacity

forecast total distributed The forecast total, like the remaining work, is one of the representations that make up resource scheduling . It is a "general" scheduling at the monthly level, calculated automatically. It is historized by period initialization each month. Unlike the remaining work, this representation is not decremented over time.

The forecast total works with a forecast rate (q).

⚙️ Formula : q = (sum of distributed forecasts for projects/phases to which the resource is allocated) / capacity

forecast total remaining ⚙️ Formula : ∑(distributed forecasts M, M+1, M+2, M+3...) (sum of distributed forecasts for projects to which the resource is assigned). representation for resources, used to manage resource allocation. It's a "general" scheduling at the monthly level, calculated automatically.

The forecast total remainingforecast total is a representation for resources, used to control resource allocation. It corresponds to the forecast total for the last month after period initialization. This month must be included in the choice of period displayed in the capacity plan .

When hovering over the cells, the resource forecast rate is indicated on the capacity plan for the month using a color code 👇

The notion of representation is displayed according to a font style on the cells for a given period (day, week, month).

Green Perfect load (sum forecast total = capacity) q = 1

Vert clair Charge presque parfaite (somme prévisionnel < capacité) 0.66 < q < 1

Red Overload (sum forecast total > capacity) q > 1

Bleu Très disponible (somme prévisionnel < capacité) 0.33 < q < 0.66

Bleu clair Disponible (somme prévisionnel < capacité) q < 0.66

White When no forecast total has been entered

Beige When the dates do not correspond to the duration of the phase (before the start of the phase or after the end of the phase) or when the days are not worked for the resource.

Activate forecast total entry

Modify the relevant parameter structure

Click on the Main menuthen on the Administration.
In the Measurement settings > Resource settingsclick on the map parameter structures.
Go to the relevant parameter structure.
Add representations forecast total and forecast total remaining.
Click on Register.

In plan of capacity

Access the capacity plan (Main menu > Resource management > Capacity Plan)
Select display type forecast total resources.
Enter the forecast total for the desired projects and resources, comparing it with the remaining work already entered.