Managing the Workload page

  1. From the homepage, select Maintenance > System Administration > Forecasting > Forecast.
    Optionally, you can access the Workload by selecting Scheduling > Schedule Workload
  2. Select a forecast to modify, and click the Workload tab.
  3. Modify the cell values directly in the table to update the data.
  4. Click Save to apply the changes.
  5. To filter the displayed data, select from one of these filters:
    • Team: Filters the workload data by team.
    • Date: Filters the workload data by the selected date range.
    • Staffing Requirement Template: Filters workload by the specified team and date range. If no valid SRT exists, no workload data is displayed.