Managing the Workload page

  1. Select Maintenance > System Administration > Forecasting > Forecast.
  2. Select a forecast to modify, and click the Workload tab.
    Note: The Workload tab is shown based on your workload access permission. If you have Workload access, the tab is displayed even when no workload data exists.
  3. Use the filters to refine the workload data:
    • Team: Filters the workload data by team.
    • Date: Filters the workload data by the selected date range.
    • Staffing Requirements Template: Filters workload by the specified team and date range. If no valid SRT exists, no workload data is displayed.
  4. Review or update the workload data.
    Note: If no SRT is configured for the forecast date range, the Workload tab is empty. A No Workload Data Available message is displayed in the page.
  5. Click Save to apply the changes.