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Planning > View Requirements Runs

View Requirements Runs

Required Permission — WFM Permissions>Planner>Requirements Runs>Create, WFM Permissions>Planner>Requirements Runs>View Others, or both

OverviewClosed

Requirements runs allow you to predict workforce needs based on historical patterns and user-configurable data.

This topic explains how to view requirements runs and their results.

  1. Click WFOWFMv2 PortalPlannerManage Requirements Runs. Basic information about requirements runs, including their status, appears on this page.
  2. Click the View icon for a requirements run to open the Strategic Planner page shown at the beginning of this topic. You can only view requirements runs with a status of Completed, Published, or Official.
  3. Optional: To work with the agent requirements for a Contact Group, click one or more of the following icons under Agent Requirements Forecasts on the line for that group:
    1. Click the View icon to view the requirements run results, to edit the Number of Agents field, or both.
    2. Click the Download icon to download the results as a comma-separated values (.csv) file.
    3. Click the Graph icon to view a graph of the results.
  4. Optional: To work with fulltime equivalent (FTE) requirements for a Contact Group, click one or more of the following icons under FTE Requirements Forecasts on the line for that group:
    1. Click the View icon to view the FTE requirements.
    2. Click the Download icon to download the FTE requirements as a comma-separated values (.csv) file.
  5. Optional: To work with the FTE distribution for a Contact Group, click one or more of the following icons under FTE Distribution on the line for that group:
    1. Click the org chart icon to view the Organizational Unit Allocation. You can also apply Allocation Profiles from this page (see Allocation Profiles Overview).
    2. Click the Download icon to download the FTE distribution as a comma-separated values (.csv) file.
  6. Optional: To work with statistics for a Contact Group, click one or more of the following icons under Detailed Statistics on the line for that group:
    1. Click the View icon to view the statistics.
    2. Click the Download icon to download the statistics as a comma-separated values (.csv) file.
  7. Optional: To download agent requirements for all Contact Groups, click the Download icon under Agent Requirement Forecasts on the line following the final group.
  8. Optional: To download FTE requirements for all Contact Groups, click the Download icon under FTE Requirement Forecasts on the line following the final group.
  9. Optional: To download FTE distribution data for all Contact Groups, click the Download icon under FTE Distribution on the line following the final group.
  10. Optional: To download statistics for all Contact Groups, click the Download icon under Detailed Statistics on the line following the final group.
  11. Optional: To download the results of the entire run as a comma-separated values (.csv) file, click Download Requirements Summary.
  12. Click the Back button to return to the Manage Forecast Runs page.

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