Editing a driver

  1. Click the Home icon.
  2. Select Applications > Sub Plan > Workforce Planning > Configuration > Driver and Driver Category Definition.
  3. Click the Drivers tab.
  4. Select the driver and click Edit Driver.
  5. Modify this information:
    Category
    Select the driver category.
    Driver Name
    Specify the driver name. Drivers in each driver category must have unique names.
    Description
    Optionally, provide a description of the driver.
    Unit of Measure
    Select the unit of measure for the driver. You can modify the unit of measure within the same unit family.
    Contact Person
    Optionally, select the contact person from the list. You can also create attribute presets that define the sets of attributes that are visible. By default, the name and the ID of a person are added to the attribute preset.
  6. If you are editing a calculated driver, you can modify the driver formula.
  7. Click Next.
    Review if the driver can store multiple forecasts. You cannot modify this option.
  8. Click Next.
  9. If you are editing a base driver, select dimensions that are required for the driver.
    All dimensions that were activated in the global configuration for the selected configuration set and version are listed.
  10. If you are editing a calculated driver, review the dimensions that are required by the base drivers. Ensure that the required dimensions of the calculated driver match the dimensions of all base drivers that you use.
    If required, change the required dimensions for the base driver.
  11. Click Save.