Dashboard > Forecasting
Bridgit Bench Forecasting provides insight into your workforce utilization rate. Forecasting will help:
- optimize capacity planning
- make informed decisions surrounding hiring and layoffs
- better understand the impact of future projects/bids
Strategic Workforce Plan
The report gives you a monthly breakdown of your workforce capacity and project demand over a five-year period. To learn more, refer to Strategic Workforce Planning Overview.
Utilization Rates
Average Utilization Rate
Your average utilization rate is calculated by averaging the allocations for each team member over a given month. This will help to understand how stretched your team is into the coming months/years.
True Utilization Rate
The true utilization rate is calculated by averaging the monthly allocation rates for all people, where the daily allocation rate for each person is first capped at 100%. In ignoring the impact of over-allocated people, the true utilization rate highlights if and when your team has the capacity to take on more work.
Filtering
If you move to another window, like the Project Gantt, Bridgit Bench Forecasting will remember the last applied filters, time interval, report type, and comparison option.
Utilization Comparisons
Utilization rate reports can be filtered by Allocation Overview or any People Fields that are a single list selection.
People Filters
Utilization Comparisons can be further broken down by using People Filters. This filter consists of System and Custom People fields entered in the People Settings.
- Example: True Utilization Rate filtered by Home Office and compared by Title.
Timeframe
The Utilization Rate displays data up to 5 years into the future. Users have the option of viewing data with 6 months or 1-5 year views.
Tool Tip
A specific month can be selected by hovering over the graph.
View on People Gantt
Click View on People Gantt to access the allocations on People Gantt for the requested month. Forecasting filters will be applied to the People Gantt.