Forecast reports keep the results from the version of the forecast you selected. Later edits, changes you apply, or updates to the starting information do not change a completed report. Label planning results clearly when sharing them: proposed changes can include work that has not been applied.

Before you begin

You need the View workforce forecasts permission for every included department. Budget reports also require the View labor budgets permission; compensation reports require the View actual compensation permission. Downloading a file also requires the Export reports permission. A report never grants access to a financial area you cannot otherwise view.

Choose a forecast report

Report Use it to review
Forecast Period Summary Monthly starting and proposed Budget, staffed cost and ending FTE across the forecast
Forecast Date Summary Annualized starting and proposed Budget and staffing values on one date
Forecast Proposed Changes Exact position, staffing and Budget proposals, review groups, reasons and effective dates
Forecast Compensation Period Summary Monthly starting and proposed compensation under its separate permission
Forecast Compensation Proposed Changes Exact compensation proposals and their effective dates under its separate permission
Forecast Comparison The proposed results of two forecasts on a date included in both
Forecast Full-Period Comparison Monthly differences between two forecasts covering the same dates

Choose the report filters

Select Forecast and, for a comparison, Compare with. Date reports also require Effective date inside each selected forecast. Full-period comparisons require matching planning dates. Select two distinct alternatives and check the starting information for both.

The selected forecast determines the departments and dates included. You can select an archived forecast if you still have access to its departments. Wait for a completed calculation before running a report.

Read the result

Monthly cost covers the included calendar days; annualized cost describes the rate of cost on one date. Ending FTE is a balance and must not be summed across months. Differences are the second displayed amount minus the first. A negative difference can be a valid reduction, while absolute FTE, rates and costs remain nonnegative.

Blank financial values mean the required information is unavailable. Do not treat them as zero or infer a complete total from a partial result. Open the forecast’s Position results to review the dates each value applies, required setup and any zero-minimum explanation.

Preserve review evidence

Save a report or named set of results before a decision when you want to keep the comparison you reviewed. Check the forecast name, version, calculation date, and effective dates. The report stays the same if you apply changes later. Open Application history on the forecast to see which changes have actually been made.

Working example

A position has a $100 annual Budget rate. A proposal increases it to $103 from July 1. The date report before July shows $100; after July it shows $103. The monthly report allocates each rate to the actual included days. The proposed-change report identifies the July effective date and review group. Until that group is approved and applied, the proposal does not change the approved Budget rate.