Defining calculation rules: Initial, Forecasted, Completed

Initial Planning

Initial Planning is used to prepare the planning of a contract which has not been launched yet.

It allows you to estimate the anticipated cost of a contract and its impact in terms of turnover.

The initial planning is used as a reference in contracts reportings for comparing the initial and the forecast remainder to be done. If you want to set the quotation as a reference instead, you have to "validate the quote").

You can create and edit the initial planning only when the status of the contract is "open". Once the contract is launched: 

• The initial planning is fixed and kept in memory for comparative use; 
• To edit the initial planning again, you must set the contract to the "open" status back.

Forecasted Planning

Fitnet Manager automatically create the forecasted planning when a contract is launched.

The forecasted planning is a modifiable copy of the initial planning:

• It keeps the initial planning but allows you to readjust if needed;
• It allows you to save the initial planning content to be able to compare the 2. 

If you have not created any initial planning before launching the contract, the forecasted planning will be empty and you will have to fill it in.

The forecasted planning is actually a “Forecasted remainder to be done” :

• In the pastn with employees' completed days 
• In the future, with modifiable values from the initial planning

Completed Planning

The completed planning is constituted from employees timesheet entries. 

Every user who can access the contract will be able to access the forecasted planning, but also: 

• To view employees timesheet entries
• To edit timesheet entries of all employees. The modifications will automatically be reported in the employee's timesheet. 
• If a workflow is active for the target object "timesheet": whatever the timesheet status, modifications can be done from the completed planning.