Forecast by Department

As part of Analyze building, you can view and edit headcount forecasts for departments within your organization. Use these values to analyze building utilization at various points in time.

The department's forecast includes the current number of employees and the predicted number of employees for the next few years. To find out the current and future number of people in each department, consult with department heads. You can then input those values in the forecast by department table.

To view department forecasts, in the Analyze module, under Show metrics, click a building in the list.

Create forecast by department

When you first access department forecasts, the table is empty. Add values to selected departments and update them at any time.

1. On the Analyze building page, click the Forecast by department pencil icon.

   The Forecast by department window opens.

2. In the Department column, select a department.

3. In the same row, enter the headcount values for:

   • Current: snap shot of the actual number of employees presently in the department for the selected building.

   • Year 1: the projected headcount for one year in the future.

   • Year 2: the projected headcount for two years in the future

   • Year 3: the projected headcount for three years in the future

4. Continue adding departments and their headcounts.

5. Click Done.

Update forecast by department

Regularly review and update headcount forecasts, as they're subject to change, to maintain accuracy and alignment with current business objectives. After updating, check the utilization chart to see the projected utilization for a specific time period.

1. In the Forecast by department window, change, add, or delete a department row:

   • Click in an existing department cell and select a different department in the list.

   • Click an empty department cell and select a department.

   • To delete a department row, first delete the forecast data in each cell. Click the minus button on the left of the department row. On the delete confirmation, click the trash icon.

2. Click in any cell and enter a different value.

3. After completing all changes, click Done.

Previous and next period

Use Previous and Next period to change the position of the current year. This is a global change for all users and buildings.

It’s available to users with facilities_admin security permissions.

Scroll forward and backward to show or hide various time periods.

To scroll forward, click Next period. For instance, if the current year is 2023, and you click Next period, the display advances to the following years and the Current column moves ahead to the next year. As you continue to click Next period, the Current column advances by one year with each click.

Conversely, if you click Previous period, the display and the Current column scrolls in the reverse direction.

After scrolling forward or backward, click Done. The Forecast by department then displays on the Analyze Building page, reflecting the adjusted year settings.