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Integrate with Harvest Forecast to retrieve the future allocation and generate monthly profitability projections
Introduce a new high-level navigation option between Project Management (current functionality) and Profitability (new functionality)
Profitability will require Harvest Forecast Account ID and Harvest Token for the "Credentials" step
Allow user to select projections for current month or future month, if current month then calculate from current day to end of month
Calculate the projected revenue
Need allocations per day, per project, per resource (Example GET: https://api.forecastapp.com/assignments?end_date=2019-05-19&start_date=2019-04-01&state=active
Need resource bill rate per project to determine projected revenue for the allocation
Future Features
Calculate current (and historical) actuals
Fully replace the existing Profitability and Projection spreadsheets
Projection Calculation
For each day in the month (if current month then for each day from today to the last day of the month) retrieve the allocation per person per project. Per day revenue per person per project is equal to the allocation multiplied by the resource's bill rate for the project. Sum this for the month to come up with forecasted future revenue for the month. If in the current month then the projected revenue for the month will be equal to the actual revenue (1st of month through yesterday) plus the forecasted revenue.
The text was updated successfully, but these errors were encountered:
Integrate with Harvest Forecast to retrieve the future allocation and generate monthly profitability projections
https://api.forecastapp.com/assignments?end_date=2019-05-19&start_date=2019-04-01&state=active
Future Features
Projection Calculation
For each day in the month (if current month then for each day from today to the last day of the month) retrieve the allocation per person per project. Per day revenue per person per project is equal to the allocation multiplied by the resource's bill rate for the project. Sum this for the month to come up with forecasted future revenue for the month. If in the current month then the projected revenue for the month will be equal to the actual revenue (1st of month through yesterday) plus the forecasted revenue.
The text was updated successfully, but these errors were encountered: