NextGen FSM
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Export xlsx file - 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.

A resource 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 Resource Forecast

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

  3. Add at least one calendar: Add a calendar

Export 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 “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:

  • Resource Forecast Header Sheet: general information about forecast

    • Id: forecast’s id

    • Operation center

    • Code: forecast’s code

    • Description: forecast’s description

    • 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 Resources Sheet: information about resource

    • Id: resource’s id

    • Code: resource’s code

    • Name: resource’s name

    • Surname: resource’s surname

  • Skills Sheet: information about skills

    • Id: forecast skill’s id

    • Forecast Resource: forecast resource’s id

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

    • Skill's Description: skill’s description

  • Details Sheet: information about resources calendar, it contains a row for each resource for each day.

    • Id: work-shift’s id

    • Forecast Resource: resource’s name and surname

    • Working day: day of the work-shift

    • Work Duration (minutes per day)

    • Unavailability (minutes per day)

    • Unusable time (minutes per day)

    • Max Overtime (minutes per day)