Labor Demand Templates are the staffing requirements to produce a particular product. This article will walk through the steps of modifying a labor demand template using the Demand Planning Tool.
**These instructions apply to new functionality in Indeavor being made available in 2023. If you're not sure if your organization is using the new version of Labor Demand Planning yet, please email support@indeavor.com for clarification**
1. On the Indeavor Home Page, select the Demand Planning icon
- Make sure you're accessing data in the correct OU by checking the OU selected on the top-right corner of the webpage
2. Select the Labor Demand Templates icon located on the left-hand side of the page
3. Locate the row of the Labor Demand Template that needs to be modified, in the Actions column on the far right-hand side of the table select the Pencil icon to begin editing
4. Under the Settings section, you can update the following before selecting the Continue to Dimensions button:
- Template Name of the Labor Demand Template
- Short Name of the Labor Demand Template
- If needed, the Demand Category that the Labor Demand Template is tied to
- If needed, the Location on which the Labor Demand Template can be enabled
5. To add a new dimension to the Labor Demand Template, do the following before selecting the Add this Dimension button:
- Use the drop-down menus to select the Job, Shift, Demand Category, and Location for the dimension being created
- Select the appropriate Start Offset and End Offset for the dimension if they are a time offset from the start and end times that the Labor Demand Template will be applied for
- Select the staffing level required by adjusting the Employee Count
Note: If the Employee Count values are all the same, just fill out the minimum value
and the others will be set to the minimum value. The minimum value can never be greater
than the optimum value and the optimum value can never be greater than the maximum value.
- Repeat the steps above to add additional dimensions until all the needed dimensions are added to the Labor Demand Template
6. To modify an existing dimension, navigate to the Dimensions Created table at the bottom of the page and select the Pencil icon in the Actions column to modify the following before selecting Update this Dimension button:
- Job, Shift, Demand Category, and Location of the dimension
- Start Offset and End Offset for the dimension
- Employee Count of the dimension
7. To remove an existing dimension, navigate to the Dimensions Created table at the bottom of the page and select the Trash Can icon in the Actions column
8. After making the necessary modifications to the dimension(s), select the Review Template button
9. If the modifications look correct, select the Save Template button to save the modifications made to the Labor Demand Template