Embedded Files
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: No cost. Available to all sites, except for blocks noted as requiring an additional feature.
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
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%
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
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. If your site has AGM and you do not see this block, file a ticket (Help menu > Support Request).
Contract Term Allocations - By Contract
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. If your site has AGM and you do not see this block, file a ticket (Help menu > Support Request).
Forecasting Analytics
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
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
Forecasting Global Time by Activity
Displays: Time by Activity for the last 3 years.
Forecasting Global Time by Project
Forecasting Global Time by Project
Displays: Time by project for the last 3 years.
Forecasting Time by Category
Forecasting Time by Category
Displays: Time by Legal Problem Category for the last 3 years.
Forecasting Time by Project - Accordion Table
Forecasting Time by Project - Accordion Table
Work in progress
Displays: Time
Filters: Year, Office, Program/Unit
Forecasting Time by Project - Radial Chart
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
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
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
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
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
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
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
Forecast User Funding Allocation
Work in progress
Outlier Cases Exceeding 95%
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
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.
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