This page shows how to enter your budgets, forecasts and actuals. Keeping these up to date helps you compare performance to targets and spot trends.
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Configuration Options
Editable metrics: Which metrics can be modified on this screen for each location.
Editing permissions: Which users are allowed to make changes on this screen.
Uploader permissions: Which users are allowed to upload Metrics via a CSV file.
How it Works
The screen displays Budget, Forecast and Actual values for each day of the selected week.
View Options
You can choose which locations to display using the picker in the top-right:
You can change week using the date picker in the top-left.
Entering Forecasts & Actuals
Click Edit to unlock the forecast and actual fields.
Click the value for a specific day and type in your new value.
When you’re done, click Save to apply your changes. They will now feed into all related metrics and reports.
Uploading Metrics
Users with the correct permissions can upload metrics in bulk via a .csv file*.*
The columns required by the uploader are:
metric_name: The metric you want to upload (Wage Cost, not Wage Cost Budget)
org_unit_name: The location you want to update
date: Date in format YYYY-MM-DD
value: The value you want to upload
type: budget, forecast or actual (defaults to budget)
Version 1.1