Manage a forecast modification
AI-generated summary
Genesys Cloud allows users to manage forecast modifications in several ways, including changing parameters, arranging the order modifications apply, and disabling or deleting a modification. To open a modification, click Admin then Forecasts under Workforce Management. Select a business unit, open the forecast, and click the Modifications tab. Users can edit a modification by clicking More next to it and selecting Edit, dragging graph points, or editing the Forecast Grid. To arrange the order modifications apply, click More next to a modification then Move Up or Move Down. Modifications can be disabled by moving the Enabled switch to No. To permanently delete a modification, click More next to it then Delete.
You can manage modifications, including changing parameters, arranging the order in which modifications apply, and disabling or permanently deleting a modification.
- Click Admin.
- Under Workforce Management, click Forecasts.
- Click Menu > Workforce Management > Forecasting > Forecasts.
- From the Business Unit list, located in the upper right corner, select the appropriate business unit.
- To open the forecast, click the link.
- Click the Modifications tab.
- Next to the modification you want to change, click More .
- From the menu that appears, click Edit.
- Make any necessary change and then click Finish Changes.
- In the graph, click and drag a graph point to the desired location. The value changes in the Forecast Grid.
- In the Forecast Grid, click Finish Changes.
- Click the Forecast Grid tab.
- Click the metric you want to change and make your adjustments.
- In the Forecast Grid, click Finish Changes.
- Click the Modifications tab.
- Next to the modification you want to change, click More .
- From the menu that appears, do one of the following:
- To move the modification down, click Move down.
- To move the modification up, click Move up.
- Click Finish Changes.
- Click the Modifications tab.
- Select the modification you want to disable.
- Move the Enabled switch to No.
- Click Finish Changes.
- Click the Modifications tab.
- Next to the modification you want to change, click More .
- From the menu that appears, click Delete. A message appears, asking you to confirm the number of modifications to delete.
- Click Yes.
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