How to see upcoming workload

Upcoming workload (a card on the Reports hub) counts the work already planned for the coming months — for resourcing engineers.

Steps

1. Choose the Company and Period: Next month, Month after, Next 2 months or Custom (up to 3 months).

2. Narrow by Groups, Sites, Tasks and Responsibility (empty = all).

3. View by Site › task or Responsibility › site; Expand all / Collapse all.

4. Export to Excel downloads a summary, the visits and anything not planned.

How the counts work

• Visits — the planned dates in the month, plus any visit already started early.
• Assets — the assets each task will visit that month, using its month / year rotation. For tasks that pick random outlets it is the most they can visit.
• Tests — per visit: 18 tests × 5 visits = 90 tests. This is the figure to plan engineer time against.