Overview:

IN PROGRESS...
Resource Forecasting

Cost Categories need to be setup so that cost items can be logically grouped and displayed this way in Workbench Job Enquiry and Workbench Contract Forecast screens.
Additionally to being able to forecast by Cost Categories, this method enables Resource Forecasting, which is optional in the monthly Contract Forecasting. This feature assists forecasting out the details of Labour and Equipment (Plant) requirements to deliver the job

.

This extension to forecasting allows you to plan out your Labour "Manning" and equipment requirement and project it out over the construction programme. This can be done for both internal and external resources.

The outputs of this feature are visibility of manpower or equipment required per week for a project and the expected costs. This will then feed into the Forecast and be incorporated into the Forecast Final cost calculation.

Screen Guide:

A quick guide to enable Resource forecasting attached below:

View filenameResource based Forecasting - setup guide.pptxheight250

.
See Resource Forecast for exact setup steps and guidance.

Setup and Screen Guide:

Follow these steps to in the suggested order to cause minimal disruption to your existing use of Workbench:

Create Cost Categories:
Workbench have the most common ones by default.
Forecast Balance activities:
Create a new activities for each Cost Category. These activities must be activity type = Forecast Bal
Image Added
Set the BOB activities on each Cost Category:
Match each Cost Category to its own BOB Activity. These new Activities are used for calculating the balance by Cost Category in the Contract Forecast.
Image Added
Job Work Centres:
Set the balance of budget method on each Job Work Centre. This us used to drive the Balance of Budget calculation in the Forecast.