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Forecast Scenarios View

Use the Scenarios view to create, open and work with existing forecast scenarios. See the toolbar image below and jump to the button descriptions.

WM 851 toolbar-master-forecast-scenarios.png

This view also enables you to delete forecast scenarios, publish data from a scenario to the Master Forecast, and extract data from the Master Forecast to a scenario.

The following sections cover:

Displaying the Scenarios View

  1. Select Forecast from the Home menu on the toolbar.
  2. Select Scenarios from the Forecast menu.

Selecting Objects

When the Scenarios view is active, the Objects tree displays existing forecast scenarios in a hierarchical list. The All Scenarios node expands to display the following options:

My Scenarios Displays scenarios that you have created.
Shared Scenarios Displays shared scenarios created by other users.
Other Scenarios Displays unshared scenarios created by other users. Visible only if you have the appropriate access rights. See the Forecast role privileges

You can select All Scenarios or a lower-level option. Your selection retrieves matching scenarios and inserts them into the Scenarios table.

Reading the Scenarios Table

The Scenarios table appears at the upper right. Its rows display scenarios that match your selection in the Objects tree. The columns (sortable by clicking the header) display the following information for each scenario:

Name The scenario's name.
Start date, End date The start and end dates for the forecast in this scenario.
Owner The name of the user who created the scenario.
Shared A check mark indicates a shared scenario; an open box indicates one that is not shared.
Comments Remarks entered by a user who created or edited the scenario.

Editing a Scenario

To edit a scenario:

  • Click its row in the Scenarios table and then click Open on the Actions toolbar or select Open from the Actions menu.
  • As an alternative, double-click a scenario.  

The controls described below are available if you own, or have access rights to, the scenario.

Toolbar: Managing Scenarios

You can use the following buttons on the toolbar (the same options appear in the Actions menu):

Icon Name Description
WM 851 icon-new.png New Opens the New Forecast Wizard.
WM 851 rotating pattern copy.png Create Based On... Opens the New Forecast Wizard, with the currently selected forecast as the default value in the Based On field.
WM 851 icon-open.png
Opens the selected scenario from the Scenarios table.
WM 851 icon-close.png
Closes the selected scenario (and prompts you to save unsaved data).
WM 851 icon-publish.png Publish Opens the Publish Forecast Wizard for transferring forecast information between the selected scenario and the Master Forecast.
WM 851 icon-delete.png Delete Deletes the selected scenario.
WM 851 icon-mark-as-shared.png WM 851 icon-mark-as-not-shared.png Mark as Shared,
Mark as Not Shared
Changes the sharing status of the selected scenario.
WM 851 icon-sort.png Sort Opens the Sorting dialog box, which allows sorting by name, owner, sharing, time of creation, time of last modification, scenario start date, or scenario end date.  You can sort in ascending or descending order.

Scenario Properties—Data Tab

In the Scenario Properties pane at the lower right, click the Data tab to display the following controls:

Name Enables you to edit the scenario's name.
Start date, End date Displays the scenario's start and end dates.
Owner Displays the name of the scenario's creator.
Created, Modified Displays the scenario's original creation date and last modification date.
Shared A check mark indicates a shared scenario; an open box indicates one that is not shared.
Comments Enables you to enter or edit comments about the scenario.
Save Click this button to save your changes to the scenario's name and/or comments.
Cancel Click this button to cancel changes, restoring the scenario's previous name and/or comments.

Scenario Properties—Statuses Tab

Click the Statuses tab (in the Scenario Properties pane at the lower right) to display a table with the following information:

Activity Lists each activity in the scenario, preceded by its site or Business Unit.
Volumes A check mark indicates that interaction volume was built for this activity.
AHT A check mark indicates that average handle time was built for this activity.
Calc. staff A check mark indicates that calculated staffing was built for this activity.
Req. staff A check mark indicates that required staffing was built for this activity.
This page was last edited on July 18, 2018, at 11:44.


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