- About Adjusting Total Needed Forecasting Amount for a Menu Item
- Adjusting Total Needed Forecasting Amount for a Menu Item
- What Happens on the Associated Forecasting Worksheet?
- What Happens if the Default Amounts are Changed?
About Adjusting Total Needed Forecasting Amount for a Menu Item
Total needed forecasting is configured with default serving amounts (either via the Total Needed Forecast Method or a forecast exception) and then applied to a menu that has no choices and is non-extended (i.e., does not support therapeutic substitute recipes).
For a menu item served on a particular day during a week in the menu cycle, you can adjust its default forecasting total needed amount with a custom amount, which the forecasting uses to generate new serving amounts on the forecasting worksheet and the production reports. The ability to adjust a total needed amount for a menu items allows you to make the forecasting more accurate as you learn the popularity of menu items during the menu cycle.
For example, assume that during week 2 of your menu cycle you discover that on Tuesday for dinner your entree item is not as popular as the default amount of 20, and instead only half of your residents are choosing it. Therefore on week 2 Tuesday for dinner, you adjust the entree item to 10. When the menu cycle rolls around again to week 2 Tuesday, your adjusted forecasting amount of 10 for your dinner entree item will apply.
Adjusting Total Needed Forecasting Amount for a Menu Item
To adjust the total needed forecasting amount for a menu item, complete the following steps:
- Open the menu to the menu day view for the desired week and day.
- Click the Forecasting button. The Forecasting slide-out panel appears.
- From the Meals field, select the desired meal period (Breakfast, Lunch, Dinner).
- An items can be represented by its serving amounts or by its total unit of measurement. For example, 10 servings of soup required or 60 fluid ounces of soup.
- To display the serving amounts needed for an item, select Serving from its Measure field.
- To display the total unit of measurement needed for an item, select Total from its Measure field.
- For the item to adjust forecasting for, enter its new amount in the Amount field.
- Click the Save button to apply your changes.
What Happens on the Associated Forecasting Worksheet?
When you adjust total needed amounts for a menu item, then that new amount is listed for the item on the associated forecasting worksheet.
Also note that if you manually adjust the serving amounts for an item on the forecasting worksheet, then that amount is updated for the item on the menu.
What Happens if the Default Amounts are Changed?
If the default amounts are changed (either via the total needed forecast method or a menu forecast exception), then those default amounts overwrite any changed amounts set for the menu items and the forecasting worksheets.