Dashboard > Forecasting
Bridgit Bench makes it easy to make decisions
With strategic workforce planning, you don’t need to waste time trying to wrestle with your Excel document to make the most basic of decisions. Bridgit Bench helps you make the right staffing decisions quickly, so you can focus on delivering results for clients.
Table of Contents
The People data is the sum of all the people that are staffed at a company during the date being viewed.
It is calculated by summing up your People and uses employee start/termination dates, and any time-off recorded in Bridgit Bench as part of the calculation. For example, if a person is leaving a company in one month, they will be excluded from the People total when they leave. Allocations are not factored into this total.
The month rollup takes into consideration how many days are within that month in conjunction with how many days a person is available. For example, if someone has time off, or starts partway through the month, or leaves partway through the month you will see these numbers shift accordingly.
The forecast analyzes workforce capacity on a monthly basis (up to five years out) by taking into account the following factors:
- Project roles
- Role-specific start and end dates
- Custom allocations
- People titles
- Time offs (i.e. vacation, leave)
- Employment dates
Any People or Project Filters selected are applied to the Strategic Workforce Plan. Only People Filters will apply to the Utilization Rate.
The Project Demand data looks at the workforce demand for all active and upcoming projects. The Project Demand will show the sum of roles in the given month factoring in the allocation percentage of that role and the number of days that role extends during a given month. This is true for all project types (Active, Upcoming, Complete, and Pursuit). For example, if you had two roles with 50% allocation each for the entire month this would show up as 1 for Project Demand.
You can filter by role or any other project field to get more specific data.
The Delta is the difference between the People and the Project Demand numbers. If the number is negative, that means there is more project demand than there is workforce capacity. If the number is positive, it means there is more workforce capacity than project demand.
Scenario Planning allows users to track anticipated project demand based on the different opportunities that are being pursued. This feature makes workforce planning for awarded projects and opportunities easier and provides a better understanding of the impact of winning various pursuits on workforce capacity.
For example, you can filter pursuits accordingly to create a “what if” scenario that will help you determine where allocation issues could arise if a project is awarded.
The default view shows all roles and titles and gives you a high-level comparison of the overall workforce capacity and project demand.
The Strategic Workforce Plan and the Utilization Rate displays data up to five years into the future. Users have the option of viewing data with 6 months or 1-5 year views.
Both the Strategic Workforce Plan and the Utilization Rate can be further broken down by using People Filters. This filter consists of system and custom People fields entered in the People Settings.
The Strategic Workforce Plan can be further broken down by using Project Filters. This filter consists of system and custom Project fields entered in the Project Settings.
Project Filters will not apply to the Utilization Rate to prevent people from appearing underutilized.