NextGen FSM
NextGen FSM
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Create 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.

Create 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 “New” button at the top-right of the page.

  4. Fill all mandatory fields presented in the form.

    1. Note: The Start Date and End Date fields are critical. They define the time period covered by this forecast. You will only be able to add work-shifts to the forecast within this specified date range.

  5. Click “Save” button to create the forecast record

After saving, the resource forecast will be assigned a Draft status. It is now ready for you to proceed with its configuration.


  • Detail: Opens the selected resource forecast. Use this action to view its current configuration or to make detailed changes, such as adding resources or defining work shifts.

  • Edit: Allows you to modify basic information about the resource forecast, such as its identifying code or descriptive text.

  • Copy: Creates a duplicate of the selected resource forecast. This is useful for quickly creating a new forecast based on an existing one.

  • Confirm: Finalizes the resource forecast. This action changes the forecast's status to Fixed, indicating it is complete and ready. Only confirmed forecasts can be used as input for creating coverage scenarios.

  • Delete: Removes the resource forecast. This action changes the status to Cancelled. A deleted forecast cannot be used for creating coverage scenarios.

  • Export in xlsx: Downloads the data contained within the selected resource forecast as a Microsoft Excel (.xlsx) file. This allows for offline review, analysis, or reporting.

  • Compare: to compare more resource forecast

  • Refresh: to refresh the resource forecast status