Exporting a Plan

  1. Select Maintenance > System Administration > Job Scheduler.
  2. Click Add Schedule.
    The Job Scheduler page is displayed.
  3. In the Task Description field, specify the name of the task.
  4. In the Task Type area, select Java Task and then select Export Task from the drop-down list.
  5. Complete the other fields on the Job Scheduler page.
    See the Infor WFM Time and Attendance Implementation and Administration Guide.
  6. Click Submit.
  7. Click OK.
    The Task Schedules page is displayed. The task you created is displayed in the list.
  8. Click Parameters next to the new task.
    The Interface Task page is displayed.
  9. Select BUDGET EXPORT from the Interface Type drop-down list.
  10. Click Next.
    The Export Task Parameters page is displayed.
  11. Specify this information:
    Budget/Forecast Name
    Select the plan data to export, using the lookup.
    Version

    Select the version of the plan to export, using the lookup. Usually you export the Master version. If you select another version to export, the application exports that version for the location that corresponds to the root budget manager.

    If you select the Master version and the plan is not locked, the exported Master version includes the data in the Master version at the time of the export. If you select the Released to Me or Released by Me versions, the export includes the data in these versions at the time of the export.

    For descriptions of different versions, see Versions.

    Location
    Select the root location from which to export data, using the lookup. The application exports data for all locations under this root location.
    Mapping

    The mapping specifies which Worksheet columns to export and the order in which to export them.

    Select BUDGET EXPORT, using the lookup, to export a forecast generated using a top-down forecast method or a budget.

    Select BOTTOM UP BUDGET EXPORT, using the lookup, to export a projection generated using a bottom-up forecast method.

    For a list and descriptions of fields supported for each mapping, see Exported Data.

    For instructions on configuring which fields are exported, see Configuring data to export.

    File Name
    The full path and name of the file to which the Worksheet data is exported. This file must be on the machine with the Job Scheduler or in a shared network path that the Job Scheduler can access. For example: /home/csvfiles/Exportfile1.csv
    Create Transaction When No Records Are Found

    Select this check box to create an export transaction even if there are no records to export. This option causes the task to always run successfully.

    Clear this check box to run this task even if there are no records to export. This option causes the task to fail and does not create an export transaction.

    Transmitter Class

    The following standard Java class exports the plan data to a file in CSV format:

    com.workbrain.app.export.process.CSVTransmitter

  12. Click Next.
  13. Click Submit.
  14. Click Run Now next to the new export task to export the plan data.

    You can view low-level export details on the Export Transactions page, which you can display using:

    Maintenance > System Administration > Interfaces > Export Transactions

  15. When the task is complete, click Log to view the Job Scheduler log to determine whether it completed successfully. If the task failed, take appropriate action to fix the issues described in the log.
For generic tips on using Job Scheduler with Labor Budgeting, see Job Scheduler Tips.