Transferring Workforce Planning data
Use the Data Transfer page to transfer
driver values and assignment configurations between different configuration sets or between
different versions of the same configuration set.
You can also copy driver values and assignment configurations.
- Click the Home icon.
- Select Applications > Sub Plan > Workforce Planning > Data Transfer > Data Transfer.
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Select one of these options:
Option Description Copy Data between Configuration sets and Versions Data from the selected source configuration set and version is copied to the selected target configuration set and version. The driver values are copied for all matching periods and forecast periods. The matching periods have the same start and end dates.
Copy Data between Periods Data from a selected source period is copied to the target period. -
Specify the configuration set and version of the source and target.
Additionally, if you copy data between periods, select the frequency and the source period. The target period is the current period for the selected configuration set and frequency.
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Select transfer options. You must select at least one transfer
option, or no data is transferred.
Option Description Copy Driver Values With this option, you can copy driver values between versions or between periods. If the selected target version does not have the driver dimension that is activated in the global configuration, this dimension setting is not copied. Therefore, the driver values cannot be copied to the elements of the non-activated dimension. The values are assigned to an N.A. element.
Copy Driver Dimension Settings This option is only available when you copy data between configuration sets and versions. If you copy driver values, the dimension settings are automatically copied. The driver dimension settings represent dimensions which are required for the driver upload and are part of the driver configuration. This configuration must be set up for every configuration set and version separately.
Copy Assignment Configuration Use this option to select a calculation method and to copy all it's assignment configurations. Note: The list of calculation methods contains names of all active calculation methods for the selected frequency. - Click Initiate.