Creating a base driver
You can use Driver and Driver Category page to create drivers. Alternatively, you can add drivers in the Assignment report.
- Click the Home icon.
- Select Applications > Sub Plan > Workforce Planning > Configuration > Driver and Driver Category Definition.
- Click the Drivers tab.
- Click Create New Driver.
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Specify this information:
- Driver Type
- Select a base driver.
- 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.
- 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 ID of a person is added to the attribute preset.
- Click Next.
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Select one of these options:
Option Description Forecasted - User is able to store multiple forecasts Use this option to upload forecasts for multiple future periods and upload new values. The calculations use the latest version for the current period. For example, in February, you can upload driver values for the next six months. In March, the forecast values might change, and you can upload new values. Non-forecasted Use this option to specify values for each period. That is, if you do not require to store different versions of data. For example, you can use this option for actual amount of goods that are produced in each period. For a calculated driver, the driver value setting is inherited from the base drivers that are used in the formula. If at least one of the base drivers uses the Non-forecasted setting, the resulting calculated driver inherits this setting. - Click Next.
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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.
- Click Save.