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Publish/Extract Forecasts

Use the Publish Forecast Wizard to transfer unpublished forecast scenarios to the Workforce Management database's Master Forecast, or to extract Master Forecast information to forecast scenarios.

The following sections cover:

Why Publish Forecasts?

  • Publishing a forecast to the Workforce Management database means that the forecast is final. Schedules for a particular date range are based on the published (Master) forecast for those dates.
  • Until a forecast is published, you cannot calculate certain performance data.

Publishing to the Workforce Management Database

This is Video 4 in a 4-video series. You can watch Video 3 here.

To publish a forecast:

  1. In the Forecast Scenarios view's Scenarios Table, select the scenario that you want to publish. Then click the Publish button on the toolbar.
    The Publish Forecast Wizard's Select Action screen appears.
  2. Select Publish to Master Forecast, and then click Next.
    The Publish to Master Forecast screen appears.
  3. In the Source Dates section, use the date-selection controls to select the Start date and End date.
  4. In the Target Dates section, use the date-selection controls to select the Start date and End date.
  5. In the Activities list, select which activities you want to publish to the Master Forecast.
    The tree shows all activities for which the selected scenario contains data. Expand business units to display their sites and expand sites to display their activities.
    You can select multiple activities from different sites.
  6. Click Finish.

Defining Start and End Dates when Publishing

You must understand what is defined by the start and end dates in each section in the procedure above:

  • In the Source Dates section—The start and end date values define the date range of information you want to publish information from the selected scenario. By default, the selected scenario's own start and end dates appear in these text boxes. You cannot select dates outside the original scenario dates.
    The scenario and target start dates occur on the same day of the week.
  • In the Target Dates section—The start and end date values define the date range for which you want to update information in the Master Forecast. By default, these fields' entries match those in the Source Dates section. Data from a specific weekday is copied only to the same weekday. That is, forecast information for a Monday is copied to one or more Mondays, depending on the target date range that you select. The Monday data is not copied to every day within the target date range.

Extracting a Forecast from the Workforce Management Database

To transfer data from the Master Forecast into a forecast scenario:

  1. In the Forecast Scenarios view's Scenarios Table, select the scenario to which you want to extract the data. Then click the Publish button on the toolbar.
    The Publish Forecast Wizard's Select Action screen appears.
  2. Select Extract from Master Forecast, and then click Next.
    The Extract from Master Forecast window appears.
  3. In the Source Dates section, use the date-selection controls to select the Start date and End date.
  4. In the Target Dates section, use the date-selection controls to select the Start date and End date.
  5. In the Activities list, select which activities you want to extract to the target scenario.
    The tree shows all activities for which the Master Forecast scenario contains data. Expand business units to display their sites and sites to display their activities.
    You can select multiple activities from different sites.
  6. Click Finish.

Defining Start and End Dates when Extracting

You must understand what is defined by the start and end dates in each section in the procedure above:

  • In the Source Dates section—The start and end date values define the date range for which you want to extract information from the Master Forecast. By default, these values match those in the Target Dates section.
  • In the Target Dates section—The start and end date values define the date range for which you want to update the information in the selected target scenario. By default, the scenario's own start and end dates appear in the text boxes. For an existing scenario, you cannot select dates outside the scenario's original date range.

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This page was last modified on May 29, 2018, at 04:53.