NextGen FSM
NextGen FSM
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Add and edit a calendar - Resource Forecast

The Resource Forecast feature allows you to simulate available capacity by configuring various types of work shifts.

You can create forecasts based on either:

  • Actual resources and calendars already defined in the system.

  • Simulated resources and calendars for hypothetical scenarios.

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

Before you start

Add a Calendar

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

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

  3. Clicking the option button related to the Resource Forecast, going on “Detail” option the configuration page will be showed as a calendar view.

  4. Clicking on the resource’s option button and going on “Add Calendar” option, it is possible to define a calendar for the selected resource using the related form.

  5. Clicking “Generate Preview” button the system will generate a preview before to add the calendar. A timeframes table will show all work-shift updated for each day for the selected resource, in this way OLD HOURS → NEW HOURS.

Example (considering the first day in the figure Figure 3 - Generate Preview):

  • Work Duration: 8h → 8h : it means it isn’t changed

  • Unavailability: 1h → 30m : it means that before was 1h and now 30 minutes per day

  • Unusable time: no updates

  • Max Overtime: 1h 30m → : it means that before was 1h 30m and now is deleted, so no overtime for that day.

Edit a Calendar

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

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

  3. Clicking the option button related to the Resource Forecast, going on “Detail” option the configuration page will be showed as a calendar view.

  4. To edit or delete an already existing calendar’s cell, right-click on a colored cell and click “Edit calendar” (it works always with “Replace” update mode) or “Delete Calendar”

    1. Note: If I click the “Edit Calendar” or “Delete period” button on a collapsed view (week or month), it works on the entire period.



Form: Add calendar

Field

Description

Start Date

Start date of the calendar’s period

End Date

End date of the calendar’s period

Work Duration (minutes per day)

Work-shift duration

Note: select the “flag” button to change this field

Unavailability (minutes per day)

Unavailability defined in the work-shift

Note: select the “flag” button to change this field

Unusable time (minutes per day)

Unusable time defined in the work-shift

Note: select the “flag” button to change this field

Max Overtime (minutes per day)

Overtime extra work-shift

Note: select the “flag” button to change this field

Update Mode

  • Replace: to replace everything in the selected period

  • Increase: to add hours in the selected period

  • Decrease: to decrease hours in the selected period

  • Only Insert: to insert hours avoiding to edit the already existing ones

Consider Holidays

Flag to consider or not holidays in the calendar’s generation