Working With Production Forecasts

Overview

The production forecast is the final forecast that is used in the creation of a schedule. Any draft forecast created within the studio environment can be selected and used as the production forecast.

Only users with the WFM_SCHEDULER role assigned can modify production forecasts. Read more about Workforce Management Roles.

Checking Production Forecasts

To display existing production forecasts, click the Forecasting module within the navigation tree. The Forecasting Studio screen will display.

The forecasts currently in production are marked with the green In production label in the Status column:

Only one forecast can be in production for each queue for any given day:

When a new production forecast is selected for the same time range and queue, the previous production forecast is automatically converted to a draft.
If the new production forecast has an overlapping time range with an existing production forecast, both remain in production, but the overlapping days are overwritten by the newer forecast.

The menu on the right provides the following actions for production forecasts:

View – Allows the forecast to be reviewed without modification. Available to users with the WFM_ANALYST or WFM_SCHEDULER role.
Edit – Allows the forecast to be modified. Available only to users with the WFM_SCHEDULER role.
Delete – Not active for production forecasts.

The table below indicates which actions are enabled based on particular permissions:

	VIEW	EDIT	REMOVE
`WFM_ANALYST`	YES	NO	NO
`WFM_SCHEDULER`	YES	YES	YES
`WFM_AGENT`	NO	NO	NO

A production forecast cannot be deleted. Remove it from production first, then delete it as a draft.

Selecting a New Production Forecast

To put a forecast into production, click the Edit button for the forecast that you wish to put into production.

Click Next step to navigate to the second step of the wizard. Click the Put to Production button to put the forecast into production.

The In Production icon next to the forecast's name indicates that this forecast is in production. The Proceed to Scheduling button sends you to the Create New Schedule page.

Data selected in the Forecasting Studio (Queue, Date from, Date to) is used as input.

Clicking Put to Production saves all unsaved changes in addition to promoting the forecast. If clicked during forecast creation, the forecast is created and promoted in a single action.

Editing the Production Forecast

A production forecast cannot be edited directly. To modify it:

Remove the forecast from production.
Edit the draft forecast.
Put the forecast back to production.

Removing a Forecast From Production

To remove a forecast from production, click the Edit button for the forecast that is in production.

Click Next step to navigate to the second step of the wizard. Click the Put to Draft button to remove the forecast from production.

The In Draft icon next to the forecast's name indicates that this forecast is no longer in production.

The Save and Forecast Adjustments buttons are active again, and the forecast can be modified.