Non Linear Forecasting

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1

Hi all

I could use some shared brain power on this one - I am trying to create some non-linear forecasting based on project resource style line items and I cannot for the life of me figure out the best route to go without it being overly complicated with a million calculation fields in the background

The Line Items are the “resources” needed for the client project so I may have, for example, 5 Managers allocated for 5 days each in month 1, but in month 2 I might have 3 and month 3 it might be just 1

I’m looking to try and be able to see that month 1 has 50% of the total value, month 2 has 30% and month 3 has 20%

One issue comes when the days they are allocated splits across 2 months - so i may have a Manager line item with start date of 30th October and end date of 3rd November. I would need the allocation of the value to be split with 2 days in October and 3 in November
Second issue comes when a Manager that is allocated in one block has to then have another block added further down the project line

My brain is spinning and any thoughts would be greatly appreciated

Thanks

2

Hi @VMoon1 ,

I would be lying if say my head is not spinning :face_with_spiral_eyes: - its a complex use-case:

Honestly, instead of doing this on line items, I would prefer a custom object here looking at various layers of data points and surely you would need couple of date stamp properties and calculation properties.

As a next step, I recommend you build a solution schema/diagram for this and try to visualize this problem + potential solutions on Miro or Lucid and then share it here.

Stay Awesome & Keep Doing it BIG :fire:

3

+1 for visualizing it first before attempting to build it out!