Importing driver values

The driver names and categories to be imported must exist in Infor Workforce Planning. If they do not, you must create the missing drivers or categories before you import the driver values. Additionally, ensure that the units of measure and their conversion rules are defined before you import driver values.

If imported driver values are for different data area than the previous import, new driver values are added to the data. The previously imported values are not changed. But, if imported driver values are for the same data area, existing driver values are overwritten with the new values.

If you import driver values for the same data area and unit of measure as the previous driver import, driver values are overwritten. You can also import driver values for the same data area, but use different unit of measure. Then, new driver values are added to your data. The values that were imported previously are not changed.

Note: For the same data area, you can upload driver values with different units of measure, but only within the same unit of measure family.

Click the Home icon.
Select Applications > Sub Plan > Workforce Planning > Data Entry > Driver Value Report.
Click Import Driver Data.
Specify the file to be imported.
Select the configuration set.
Select one or more versions.
Select the frequency.
The current period that is based on the selected configuration set and frequency is displayed. Forecast values can be uploaded only for the current period.
Select the dimensions and define the order in which the dimensions are displayed in the .csv file.
First, select the dimension to be represented by the first column, then select the dimension that is represented by the second column. Continue until each column in the file to import is mapped to a dimension.

The order of the selected dimensions is indicated next to the check box.
To view the content of the file and ensure that the dimensions are assigned in the correct order, click Preview.
If the order of the dimensions does not match the content of the file, you can adjust the order of the dimensions and click Apply.
Click Import.