Copy 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.

In a massive simulation, copy a resource forecast helps to duplicates resources and calendars in a single step, allowing to create different what-if scenarios, and apply changes without altering your original simulation.

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

1. Create Resource Forecast

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

3. Add at least one calendar: Add a calendar

Copy a Resource Forecast

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. Click the check button of a Resource Forecast and go on “Copy” option

4. Define code and description of new forecast.

The resource forecast will be totally copied and the status will be “Draft”.