Draft Forecasts
To edit a draft forecast, expand the menu on the right and click the Edit button.
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If the time zone of the queue changes, the forecast is recalculated. Both the forecast range and the historical data range are recalculated based on the queue's time zone to start at midnight.
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If the new historical data range falls outside the available data range (the range of imported data for the ACD queues the queue is using) and the initially selected range is less than two weeks, the following error message appears when trying to edit the forecast:
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The forecast cannot be recalculated with time zone assigned to the queue due to missing historical data.
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To resolve this, navigate to the queue settings (Managing Queues) and modify the time zone of the queue. Alternatively, create a new forecast using a different historical data range.
The Edit Forecast screen opens. Only the Forecast Name parameter can be modified in the first step of the forecast wizard. Click Save to update the forecast without proceeding to the second step.
Alternatively, click the Next Step button to proceed to the second step.
The second step of the wizard allows modification of Forecast Adjustments. Click the Forecast Adjustments button to modify them. For more information about forecast configuration, see Adding a New Forecast.
The time zone in which the forecast is displayed can be changed in the top right corner of the screen. By default, the time zone of the queue is used.
Click the time zone icon to select another time zone from the dropdown menu. The possible options are:
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My Time Zone – The time zone that the user browsing the forecast has set in User Management.
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Queue's Time Zone – The time zone set for the queue for which the forecast was created.
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All Time Zones – Any other time zone (selectable from a dropdown menu).
The forecast is automatically displayed in the newly selected time zone.
The second step of the wizard also allows putting the forecast into production. To do this, click the Put to Production button. For more information about working with the production forecast, see Working With Production Forecasts.
To make further corrections to the name, click Previous Step to return. Otherwise, click Save to save, or click Cancel to leave without saving changes.
A dialog window indicates any unsaved changes. Click Save and Leave to save changes before leaving the Edit Forecast page, or click Leave to abandon changes. Click Cancel to close the dialog window and continue working with the forecast.
After clicking Update Forecast, you remain on the Edit Forecast screen. Use the navigation tree on the left to return to the Forecasting Studio screen or navigate to other screens.
Production Forecasts
Forecasts that are already used in a production forecast cannot be edited. The Save and Forecast Adjustments buttons are inactive.