NextGen FSM
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Export xlsx file - Activity Forecast

The Activity Forecast feature allows you to simulate demand by configuring various types of tasks.

You can create forecasts based on either:

  • Real activities and operations already present in the system.

  • Simulated activities

A significant advantage of using activity forecasts is their complete independence from actual activities and work-orders data. This means any adjustments or edits made within the forecast simulation will not impact the live operational data in your system.

An activity forecast can be exported in an xlsx file, allowing to use it externally, for tasks mainly related to sharing, analyzing, and customizing.

Before you start

  1. Create Activity Forecast

  2. Configure at least one activity: Add and edit resources

  3. Add at least one timeframe: Add timeframes from Work Orders / Add simulated timeframes

Export an Activity Forecast

  1. In the FSM App, navigate to FEATURES → FORECASTING & CAPACITY PLANNING → ACTIVITY FORECAST

  2. Use the filter panel to search for existing forecast records

  3. Click the check button of an Activity Forecast and go on “Export in xlsx” option

  4. Define the new file name and confirm

  5. The export is asynchronous and the file can be downloaded going on the “Report” section of the filter panel and selecting the related folder

 The xlsx file contains:

  • Activity Forecast Header Sheet: general information about forecast

    • Id: forecast’s id

    • Code: forecast’s code

    • Description: forecast’s description

    • Operation center

    • State: forecast’s status

    • Start Date: start date of forecast’s period

    • End Date: end date of forecast’s period

    • Creation Date

    • Creation User

  • Forecast Activities Sheet: information about activity

    • Id: activity’s id

    • Code: activity’s code

    • Description: activity’s description

  • Skills Sheet: information about skills

    • Id: forecast skill’s id

    • Forecast Activity: forecast activity’s id

    • Skill’s ID: skill’s id defined in the system

    • Skill's Description: skill’s description

  • Details Sheet: information about activities' timeframes, it contains a row for each timeframe of each activity.

    • Id: work-shift’s id

    • Forecast Activity: forecast’s code and description

    • Start Date: timeframe’s start date

    • End Date: timeframe’s end date

    • Expected Duration (minutes): timeframe’s duration

    • Priority: priority’s code defined in the system

    • Grouping Constraint: grouping constraint’s code defined in the system