Retail - Forecast Planning

How to run a volume and labor forecast.

Go to: Main Menu > Workforce Planning > Forecast Planner

Note: Before generating a schedule, you must first run the volume and labor forecast.

Running Volume Forecast

Select the range of dates in the future to be forecasted.
Select the cost center (above Forecast Factors) to narrow down the location.

Note: Volume needs to be run for each department/job separately.

Select Run Volume.
Select Run.
Select Tools to refresh Engine Status.

Forecast Planner area with Volume option and Run Volume button highlighted.

Tools option menu with Engine Status entry highlighted.

Running Labor Forecast

Forecast Planning area with Labor drop-down option and Run Labor button highlighted.

Switch to Labor Forecast from the Volume/Labor drop down menu.
Follow steps 3-5 from Running Volume Forecast.

Forecast Planning - Additional Information

You may add additional information to the Volume/Labor Forecaster using the ‘Manage Factors’ option.
You may save custom views under the ‘Favorite Factors’ option.

Forecaster tool area with Manage Factors and Favorite Factors buttons highlighted.