Analyze labor headcount

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Once labor data is present, you can analyze labor headcount via the Summary page.

  1. Ensure the labor planning features are enabled. See Edit the Company Profile.
  2. In the Plan section menu, select Departments. See Navigate in Apptio planning applications.
  3. In the Plan sub-section menu, select a specific department or All Departments.
  4. On the Component menu, select Planning. See Navigate in Apptio planning applications. > Summary.
  5. Select the Headcount tab.
  6. Optionally, apply a different layout to the page by selecting a layout option from the upper right.

Unlike the financial analytics of OpEx or CapEx financial values, labor headcount analytics use labor headcount as the unit of measure rather than financial values:

Note: The color-coded variance against labor targets appears only if labor targets are set. See Set labor headcount targets.

Compare labor headcount

You can now compare the Labor data between two plans.

  1. Ensure the Enable New Expenses Page Experience (Beta) option. See Edit the Company Profile.
  2. Navigate to Expenses > Labor tab. Enable the New View toggle.
  3. Expand the icon and select Compare Shortcuts option. See Compare shortcuts.

  4. In the Manage Compare Shortcuts popup, select the plans that you want to compare and click the Compare button. The following page appears.

    Note: The default grouping is by Cost Object. But if you wish to analyze the variance by other dimensions you can update the table view by adding more column groups. The above screenshot has default column grouping updated by adding Vendor and Location column group so that users can drill down in the grouped column view to understand headcount variance by vendor and location.
  5. Click + Add Comparison to see the labor plans selected in step 3 above. If multiple years of data is available for the comparison, the user must select one year at a time for the comparison.

    The plan comparison automatically updates the layout to Group by Cost Object.

  6. Choose the appropriate plan and select Compare. The users can use this view to compare the labor headcount for different plans.

  7. To add additional plans for comparing, select any monthly column, and then choose Add comparison option.

  8. Choose the appropriate values and click Compare. The additional plan is added to the selected month for comparison, as shown.

  9. To add remove any plan from the comparison, select on that column, and choose Remove comparison.

You can add and remove comparisons multiple times, for different plans and alignment methods. When there are no values for a matching fiscal year, then an error message will appear.