The ChangeFeature to allow managers to indicate events that will have impact on the forecast in a positive or negative way.
The Organisation setting screen has ability to turn on the functionality for the organisation and set a threshold to force the user to create events if the user adds a forecast adjustment that is more than the percent value in the organisation setting.
On the forecast screen a new button to create an event has been added if the organisation setting is. The button opens up a screen that allows the user to enter adjustments to the forecast for a day or day part.
On the forecast screen the user can still manually adjust the forecast but if the amount goes over the percent set in the organisation setting the user will be forced to enter an event.
A new set up screen has been introduced to configure event types for the organisation, this is only used on the create events screen for now. The idea is to use this for reporting moving forward.
Reason for the ChangeThis is a product improvement for Team Hours that will allow managers to improve the creation and management of adjustments. It will also allow the Forecast engine to exclude these data points from the forecast calculation which should lead to an increase in forecasting accuracy.
Customers AffectedAll customers can have the functionality turned on at an Organisation level.
Organisation settings screen:
There are two new settings:Use Local Events? This settings turns on the functionality for the organisation.
Threshold to adjustment to force to create event if the % change goes over. Takes in number from 0 to 100%, this number is used to force the user to create event if the forecast adjustment goes over the number set in this field.
User level Screen:There are 3 new permissions that can be selected on the User Levels screen:
View Local Event Categories Allows a user access to the Local Event Category index page
Edit Local Event Categories Allows a user to create and edit Local Event Categories
View Local Events Allows a user to view the local events report
Local Event CategoriesA new screen where the user can set up a new event type that is used in the create event screen. The screen is accessible under settings tab.
On this screen a user can see the existing categories and create more if they have the relevant permission. Categories can be edited at any time but can only be deleted if there is no Local Event associated with the category.
Local Event categories are common to the entire organisation. Once created they can be selected by any user who can create a local event. A local event category consists of a Name and a Code, the name is shown in the local event functionality, the code is for future proofing reporting capability.
Forecast screenA new button has been added to the screen called “Add Event” pressing the button will open the “Create event screen”
Description: Name and description of the event
Start time: Start date and time of the event
End time: End date and time time of the event
Category: list of categories that have been set up by the user for the organisation.
Sales types: list of sales set up for the organisation.
Impact type: sales or percentage
Impact: amount of the adjustment made, or percentage change from current forecast
Creation window - not final UI. Separate impact fields for each sales type will show in released version.
The user can enter an individual impact for each sales type selected (not picture). A user can either select one or more sales types or ‘All’.
When an event is created for the current or any future day, the adjustment made is applied across the time period selected.
A user can see events that have already been created on the Forecast tab. A red symbol which show with a count of the number of events against the relevant day or timeslot.
When clicked this will show the list of events affecting the day or time slot selected. The user can edit or delete local events from this list. When the user clicks edit they are taken to the creation popup prefilled with the details of the event.
Local Events ReportA user with the appropriate permission can view a new Local Events report under the reports tab. The user selects a from and to date before running the report. The report shows all Local events that exist between the dates entered for all departments which the user can access.
An event will show in the report if it begins before the To date and Ends after the From date (i.e. any event which affects any day between the from and to date selected by the user).
If the organisation setting for Thresholds is turned on, a user will be forced to create a local event if the adjustment they are attempting to create would affect the forecast by a greater percentage than the threshold.
Force Event Creation
If this is the case the user receives a warning and is directed to the Local Event creation popup.