Upload from 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 created from an Excel (.xlsx) file, allowing you to import an externally generated simulation and continue working with it on the platform to build coverage scenarios. The result will be a gantt ready-to-use, and it helps the user to reduce some manual operations.

Upload an Activity Forecast

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

2. Click “Upload from file” button on the top-right of the page

3. Click “Activity forecast import” button on the bottom of the page

4. Upload the file and click “Process”

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

6. Define the new file name and confirm

7. The import process is asynchronous, and its progress can be monitored on the Import page, where you can see how many records have been successfully processed or failed.

   1. In case of error, the system upload only success records. To see details about the log, you can click on the option button of the used file and select “View log Details”. A new view will show more details about found errors.

The sample structure of xlsx file is as follows (sample file attached in the page):

• Activity Forecast Header Sheet: general information about forecast

  • Code: forecast’s code

  • Description: forecast’s description

  • Operation center

  • Start Date: start date of forecast’s period

  • End Date: end date of forecast’s period

• Skills Sheet: information about skills (optional)

  • Forecast Activity’s Code: forecast activity’s code

  • Skill’s Code: skill’s code defined in the system

    • if skill not present, don’t insert the skill

  • Skill's Description: skill’s description (optional)

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

  • Forecast Activity: forecast’s activity code

  • Priority Code (optional)

  • Grouping Constrains Code (optional)

  • Start Date: timeframe’s start date

  • End Date: timeframe’s end date

  • Expected Duration (minutes): This option allows to define the timeframe’s duration in minutes

  • Number of task. This option allows to define the timeframe’s in number of total task and average time of each task.

  • Average time. This option allows to define the timeframe’s in number of total task and average time of each task.

Example: A timeframe’s duration of 600 minutes, can be defined also with Number of task = 10, Average time = 60 minutes.

sample_import_activity_forecast.xlsx