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Forecasting

Purpose:  The forecasting tools are a collection of blocks that provide rich visualizations of data to help agencies analyze their current and expected effort on cases and projects in a variety of ways.  

Cost:  To be determined

Status: Beta Testing.

Requirements: These blocks are currently available for all sites unless otherwise noted for a specific block. Continuing availability is not guaranteed as beta testing progresses.


Adding the Forecasting Blocks

Forecasting tools are added as blocks to dynamic home pages or user profile pages.

These blocks must be behind a Tab Start element, not added directly to a home page or user profile.

Cases Exceeding 95%

Displays: Cases that have accrued time or been open in excess of the 95th percentile of the forecasted standard distribution of hours or days for similarly situated cases for all users.

Configuration: Limit Results to Current User

Must be enabled by LegalServer.



Contract Term Allocations

Displays: The proportion of funding by funding source, historically or prospectively allocated, for the user viewing their home page as a timeline series.

Requires: Advanced Grants Management module



Contract Term Allocations - By Contract

Displays: The proportion of funding by funding source, historically or prospectively allocated as a timeline series.

Requires: Advanced Grants Management module




Forecasting Analytics

Displays: A combination of three other charts that can be displayed separately:

Forecasting Time By Project - Radial Chart
Forecasting Time By Project - Timeframes
Top Problem Code Categories by Time Billed in Problem Group



Forecasting Global Other Time

Displays: Leave time by Timekeeping Category and Activity Type for all users for the last 3 years.



Forecasting Global Time by Activity

Displays: Time by Activity for the last 3 years.



Forecasting Global Time by Project

Displays: Time by project for the last 3 years.



Forecasting Time by Category

Displays: Time by Legal Problem Category for the last 3 years.



Forecasting Time by Project - Accordion Table

Work in progress

Displays: Time

Filters: Year, Office, Program/Unit


Forecasting Time by Project - Radial Chart

Work in progress

Displays: Time

Filters: Year, Problem Code Category, Office, Program/Unit, Level of Service


Forecasting Time by Project - Timeframes

Work in progress

Displays: Time

Filters: User Name, Problem Code Category, Office, Program/Unit, Level of Service


Forecasting Time by Year, Stacked by Problem Code Category, Grouped by Month

Displays: Case time for the last 5 years, stacked by problem category or activity type, grouped by months

Filters: Group By (Problem Category or Activity Type), Problem Code Category, Office, Program/Unit, Level of Service 



Forecasting User Other Time

Displays:  Breakdowns of a user's other/leave time for the last 3 years for the user viewing their home page.



Forecasting User Time by Activity

Displays: Breakdowns of a user's time for the last 3 years by activity for the user viewing their home page.



Forecasting User Time by Project

Displays: Breakdowns of a user's time for the last 3 by project for the user viewing their home page.



Forecasting Users Time by Project

Displays: Breakdowns of user time for the last 3 years by project, including a per user table.



Forecast User Funding Allocation

Work in progress


Outlier Cases Exceeding 95%

Displays:  Cases that have accrued time or been open in excess of the 95th percentile of the forecasted standard distribution of hours or days for similarly situated cases for all users.

Defaults to the user viewing their home page.

Must be enabled by LegalServer.


User Cases - Quantile Distribution

Displays:  A user's cases as a quantile distribution by time and days open. Defaults to the user viewing their home page.

Must be enabled by LegalServer.