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Adaptive Planning
Example: Calculate Personnel and Headcount

Example: Calculate Personnel and Headcount

Without Transfer

  1. Create the following global assumption account (full-time equivalent, hours per week).
    Assumption Name
    Assumption Code
    Account Type
    Display As
    FTE Hr/Week
    FTE_HrPerWeek
    Assumption-periodic
    Number
  2. Make sure this account has the following
    Account Settings
    :
    • Time Rollup = Average of Roll-up Values
    • Actuals Overlay = No Actuals for account (Show plan data)
  3. Columns needed include:
    Account Name
    Account Code
    Element Type
    Display As
    Hire Date
    HireDate
    Date
    N/A
    End Date
    EndDate
    Date
    N/A
    Hr/Week
    HrPerWeek
    Number
    Number
  4. Modeled accounts needed include:
    Account Name
    Account Code
    Account Type
    Beginning Headcount
    Headcount
    Modeled - cumulative
    New Hire
    NewHire
    Modeled - periodic
    Termination
    Termination
    Modeled - periodic
    Ending Headcount
    EndingHeadcount
    Modeled - periodic
    Partial Headcount
    PartialHeadcount
    Modeled - cumulative
    FTE
    FTE
    Modeled - cumulative
  5. Create the following formulas:
    • Beginning Headcount:
      IF (VersionMonth(this) > VersionMonth(ROW.HireDate) AND (IsBlank(ROW.EndDate) OR VersionMonth(this) <= VersionMonth(ROW.EndDate)), 1,0)
    • New Hire:
      IF (VersionMonth(this) = VersionMonth(ROW.HireDate), 1, 0)
    • Termination:
      IF (VersionMonth(this) = VersionMonth(ROW.EndDate), 1, 0)
    • Ending Headcount:
      ROW.Headcount+ROW.NewHire-ROW.Termination
    • Partial Headcount:
      MonthFraction(ROW.HireDate,ROW.EndDate, this)
    • FTE:
      DIVF (ROW.HrPerWeek, ASSUM.FTE_HrPerWeek)*ROW.PartialHeadcount

With Transfers

  1. Create the following global assumption account (full-time employee, hours per week).
    Assumption Name
    Assumption Code
    Account Type
    Display As
    FTE Hr/Week
    FTE_HrPerWeek
    Assumption-periodic
    Number
  2. Make sure this account has the following
    Account Settings
    :
    • Time Rollup = Average of Roll-up Values
    • Actuals Overlay = No Actuals for account (Show plan data)
  3. Columns needed include:
    Account Name
    Account Code
    Element Type
    Display As
    Hire Date
    HireDate
    Date
    N/A
    End Date
    EndDate
    Date
    N/A
    Transfer In Date
    TransferIn
    Date
    N/A
    Transfer Out Date
    TransferOut
    Date
    N/A
    Hr/Week
    HrPerWeek
    Number
    Number
  4. Accounts needed include:
    Account Name
    Account Code
    Account Type
    Beginning Headcount
    Headcount
    Modeled - cumulative
    New Hire
    NewHire
    Modeled - periodic
    Termination
    Termination
    Modeled - periodic
    Ending Headcount
    EndingHeadcount
    Modeled - periodic
    Partial Headcount
    PartialHeadcount
    Modeled - cumulative
    Unallocated Partial Headcount
    Unallocated_PartialHeadcount
    Modeled - cumulative
    FTE
    FTE
    Modeled - cumulative
  5. Create the following formulas:
    • Beginning Headcount:
      IFF ((VersionMonth(this)=0 AND (VersionMonth(this) > VersionMonth(ROW.HireDate) AND IsBlank (ROW.TransferIn) OR VersionMonth(this)>=VersionMonth(ROW.TransferIn))) OR VersionMonth(this)=VersionMonth(ROW.TransferIn) AND (IsBlank(ROW.EndDate) AND IsBlank(ROW.TransferOut) OR ((VersionMonth(this) <= VersionMonth(ROW.EndDate) AND IsBlank (ROW.TransferOut)) OR VersionMonth(this)<=VersionMonth(ROW.TransferOut))), 1, 0)
    • New Hire:
      IF (VersionMonth(this) = VersionMonth(ROW.HireDate) AND IsBlank(ROW.TransferIn), 1, 0)
    • Termination:
      IF (VersionMonth(this) = VersionMonth(ROW.EndDate) and isBlank(ROW.TransferIn), 1, 0)
    • Ending Headcount:
      IFF (IsBlank(ROW.EndDate) AND IsBlank(ROW.TransferOut) OR (VersionMonth(this)<VersionMonth(ROW.EndDate) AND IsBlank(ROW.TransferOut)) OR VersionMonth(this)<VersionMonth(ROW.TransferOut), ROW.Allocated_BeginningHeadcount +ROW.NewHire-ROW.Termination, 0)
    • Partial Headcount:
      MonthFraction(IF(IsBlank(ROW.TransferIn),ROW.HireDate,ROW.TransferIn),IF(IsBlank(ROW.TransferOut),ROW.EndDate,ROW.TransferOut),this)
    • FTE:
      DIVF (ROW.HrPerWeek, ASSUM.FTE_HrPerWeek)*ROW.PartialHeadcount