Balancing Grid Cells

Parent Topic

Balancing Grid Cells

The Balancing Grid Cells display the staffing values for the coverage period/profile/organization unit combination for each day in the scheduling period.

The user can select the type of staffing value to display. The following staffing value options are available:

Coverage	Displays the number of staff scheduled to provide coverage during the coverage period. This value is calculated from the employee scheduled activity codes which overlap the coverage period.
Need	Displays the number of staff required to provide coverage during the coverage period. This value is taken from the staffing plan.
Fraction	Displays a fraction of the coverage value over the need value.
Variance	Displays the difference between the coverage and the need. A positive variance indicates over-staffing, and a negative variance indicates under-staffing.

The acceptable variance setting allows the user to determine the level at which overstaffed and understaffed staffing values are color highlighted in the balancing grid.

When the variance between coverage and need meets or exceeds the acceptable variance values, then any understaffed (negative variance) values are highlighted in red and any overstaffed (positive variance) values are highlighted in blue.
When the variance between coverage and need is less than the acceptable variance value, the values are not highlighted and display in gray.

The acceptable variance values is set up by accessing the right click menu in the balancing grid, then selecting Format> Acceptable Variance> Overstaffing/Understaffing.

When a user sets the focus on a profile/coverage period cell in the balancing grid, the schedules of employees providing coverage for that coverage period are highlighted in the schedule grid (in gold).

This same information can be viewed in another way in the Staffing Details screen. Double-click on a cell to open this view.