Create Requirements Run

Required Permission — WFM Permissions>Planner>Requirements Runs>Create

1. Click WFOWFMv2 PortalPlannerNew Requirements Run.
2. If you only have one Environment, skip to the next step. Otherwise, use the Environment drop-down list to select an Environment.
3. For Forecast Results, select from the drop-down list of published forecasts.
4. Type a value in the Description field. This field is required.
5. For Service Profile, select from the drop-down list of existing Service Profiles.
6. Optional: For Occupancy/Shrinkage Profile, select from the drop-down list of existing Occupancy/Shrinkage Profiles, or leave the setting at the default value of None.
7. For Schedule Inefficiency, type a numeric value that represents the amount of inefficiency you are willing to accept in a schedule.
8. Optional: Advanced Configuration

   

   To create a more granular requirements run, click Advanced and then do the following for each Contact Group:

   1. Select a Service Profile from the drop-down list.
   2. Select an Occupancy/Shrinkage Profile from the drop-down list.
   3. Type a numeric value for Schedule Inefficiency.
   4. Click Exclude in the Action column if you do not want the Contact Group to be considered in the requirements run.
   5. If there are other Contact Groups you want to include, select them from the drop-down list, then click Include. You will need to repeat steps A-D for each additional Contact Group.
9. Click Submit New Requirements Run.

Requirements runs may take some time to process. To see the status of your run, see View Requirements Runs).