Navigate to Forecasting
Navigate to Forecasting
Forecasting is not a default feature you will need to consult customer success to activate this feature.
Open a Project then select Forecasting from the section menu
Setting the Baseline
Setting the Baseline
Before you can set the baseline ensure that the start and end date is added for each work package, you will not be able to create your baseline without this.
Select the baseline resource you want to set. It will (by default) open the labour baseline.
Allocate a user to the resource by selecting the pen icon
Only users with a discipline and grade assigned can available for selection
Note the user will still need to be assigned to resources to be able to book their time.
Select the hours to be allocated for the user resource (double click the cell)
When assigning hours to weeks you have 2 options, either using the wand you can automatically populate the hours according to the S-Curve selected at the proposal stage.
Or you can manually assign the hours to each week (double click the cell)
Once the hours have been assigned you can select lock baseline
You will not able to make any further changes once it has been locked only a variation with unlock the baseline for that specific work package.
Once the baseline has been locked it can no longer be changed. Only if a new variation is approved can the baseline be unlocked so that it can update and reset.
By selecting Review you can view the changes that have been made to the baseline
