Parts Forecast Planning
Parts Forecast Planning shows you which parts will be needed for upcoming work — before jobs start. It loads all incomplete work orders from UpKeep, aggregates every part they require, and compares total demand against current inventory so you can catch shortages in advance. When to use it: Use this app before a busy maintenance period, during weekly planning reviews, or any time you want to confirm your inventory can support the work ahead. How to use it: 1. The app loads automatically — no setup required. 2. Use the Status filter to narrow results by work order state (Open, In Progress, On Hold, or all incomplete). 3. Use Due From / Due To to scope the forecast to a specific date window. 4. Use Stock Status to instantly isolate parts with a shortage or parts that are already well-stocked. 5. Click Refresh to reload the latest work orders from UpKeep after making changes. 6. Review the summary cards for a quick snapshot of total parts needed, unique parts, shortages, and work order count. 7. Expand any row in the table to see exactly which work orders need that part and when they are due.