Results show the latest completed calculation available to you. After editing, you can keep reading those results while the new calculation finishes. Wait for Refreshed before approving changes or running a report for the latest forecast.

Before you begin

You need the View workforce forecasts permission for every included department. Viewing Budget costs also requires the View labor budgets permission; viewing compensation requires the separate View actual compensation permission.

When results update

Your changes are saved immediately. There may be a short wait before calculation begins so edits made close together can be calculated together. Large changes and other work already running can take longer. Use the result status to check whether the displayed totals include your latest changes.

If several people are editing the same forecast, their changes can extend this short wait. Edits to a different forecast do not affect it.

Overview, Positions, Dashboards, and Compare keep completed results visible while newer results are calculated. Results updating means the page is waiting for the new results and will show them automatically. A notice explains when the displayed values exclude your latest changes. Preparing results means there is no completed result to show yet. If calculation fails, the page keeps available results and shows Refresh failed with the available recovery action.

FTE Tree calculates the latest version first. If you save several changes quickly, some earlier versions may not have calculated results. You can still find their proposals in Revisions, along with earlier completed results you have permission to view.

Read the monthly comparison

Choose Budget, Staffed cost, Month-end FTE, or Compensation above the table. Each tab compares one measure; the available financial tabs depend on your access. Switching tabs keeps the same forecasts or saved results selected.

Before proposed changes shows the approved information saved as the forecast’s starting point. After proposed changes includes the forecast’s proposed changes. Change is the after amount minus the before amount. These are two versions of the same planning dates, not different time periods. A negative difference can mean a saving or reduction without a negative Position value.

Monthly costs use the actual included calendar days in each year. A midmonth change affects its included days. The last month with a contributing amount normally carries any rounding remainder. If a downward correction would make that month’s cost negative, earlier contributing months absorb the remaining correction. Monthly costs stay at least zero and add to the full-period cost. Displayed differences come from displayed starting point and proposed amounts.

FTE is the balance on the last included day of each month. Do not add it across months. Date views and dashboards show annualized cost balances, not monthly spending.

Distinguish the measures

Measure Meaning
Budget Cost of Position capacity under applicable Budget rates and adjustments
Staffed cost Budget-based cost of planned staffing
Compensation Protected employee or assignment pay, requiring separate access

A hiring delay can reduce staffed cost while leaving authorized Position Budget unchanged. Budget and compensation do not substitute for one another when information is missing.

Review a position

Open Positions, choose a date, and inspect FTE and annualized values. The effective date appears beside the results status. The dropdown beside Filters shows whether you are viewing Before proposed changes or After proposed changes. Open it to switch the values to review. Switching between them keeps your date and information filters.

Use Needs attention to find positions with missing information you have permission to view. In Filters, use Show to narrow the list to Budget or compensation information. All positions returns to the full result list. Links from monthly comparisons initially show information needed across the planning period; choose a date to narrow that list. Links from a dashboard use its effective date.

Use Dashboards in the breadcrumbs to return to the dashboard you opened, including its selected filters. From a position’s details, the Position results breadcrumb returns to the list you were reviewing.

On a position’s results page, From and Through are both included dates. A change on the next date begins a separate row. When you open a position from an earlier forecast version, you see its details from that version.

Total FTE, pay rates, and calculated costs cannot fall below zero. A negative difference can still show a reduction. If an adjustment would take an amount below zero, FTE Tree stops at zero and explains the limit. The unused reduction does not carry forward to another adjustment or period.

Understand unavailable results

Refreshed means the latest calculation has finished. A finished calculation can still identify missing Budget or compensation information.

One warning above the comparison brings together missing Budget and compensation information. Choose Review issues to see unresolved issues for that forecast and saved revision across its planning period. The forecast and revision appear above the Issues table; Clear returns to the default Issues view.

When the starting point or another saved result needs information, Review affected positions opens that result’s affected positions, dates, and next steps. This link also remains available while issues are being checked. Comparisons may offer a separate action for each forecast or saved result within the same warning. Use the before/after dropdown beside Filters to inspect either version. Use Add employee pay or Add Budget rate when offered; the form opens for the affected assignment or position and date. Open a position to review its saved dates and proposed changes. For example, Needs compensation setup means employee pay is missing for an assignment and date.

A monthly Needs information (5) badge means five positions lack required information during that month. The same positions can appear in more than one month; do not add these counts together. A dash means no complete amount or difference is available. Neither a badge nor a dash means zero. A valid zero amount displays as $0.00.

After correcting approved information, use Actions → Update starting point if the forecast should include that correction, then review its new result. Earlier forecast versions and reports keep their original information.

Save a named set of results to return to after a meeting or decision. Use Forecast reports to share results.