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 dates, employee 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 forecast analyzes workforce capacity on a monthly basis (up to 5 years out) by taking into account the following factors:
- Project roles
- Role-specific start and end dates
- Custom allocations
- People titles
- Periods of unavailability (i.e. vacation, leave)
- Employment dates
When a filter is applied to the Project Demand data, the People data will be filtered as well to include any titles that contain the role names selected on the Project Demand filter.
The Project Demand data looks at the workforce demand for all active and upcoming projects. It factors in both the length of that role in the time period as well as the allocation percentage.
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 Running 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.
Filter by Roles, Titles, and Pursuits
The default view shows all roles and titles and gives you a high-level comparison of the overall workforce capacity and project demand. To view the forecast for a particular role, click on the Filter button right next to Project demand. Pursuits can also be filtered accordingly.
The People data then shows all titles that contain the role name(s). To exclude certain titles from the forecast, click on the Filter button right next to People.
To reset the filters and go back to the default view, click on Clear filters
More info on Forecasting in Bridgit Bench can be found here.