Labor Scenarios save Labor Demand Templates together, allowing users to turn entire scenarios on or off as their organization’s needs change. This article will walk through the steps of copying an existing labor scenario using the Demand Planning Tool.
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 Template icon located on the left-hand side of the page
3. Locate the row of the Labor Scenario that needs to be copied, in the Actions column on the far right-hand side of the table select the Copy icon to copy the Labor Scenario
4. Under the Scenario Settings section, you can update the following before selecting the Continue to Rotations → button :
- Scenario Name of the Labor Scenario
Note: The name of the copied Labor Demand Template is Copy of <Old Labor Scenario
Name>. This will likely need to be updated. - Short Name of the Labor Scenario
- Duration of the Labor Scenario
Note: If the Labor Scenario is the same every day, chose a Duration of one day.
- If necessary, the Anchor Date of the Labor Scenario
Note: The Anchor Date determines the effective date that Labor Scenario will start.
- If necessary, the External System Mappings and Mappings of the Labor Scenario
Note: This is only applicable if there is an ERP integration in place. Reference your
integration design documentation to determine what is necessary. - If needed, the Demand Category and Location associated with the Labor Scenario
5. To add a new Template Rotation, select the + Add Template Rotation button
- Populate the following information before selecting the Add Rotation button:
- Shift or Time the Labor Demand Scenario should be demanded at
- Day in the pattern the Labor Demand Scenario belongs on
- Demand Template being rotated in the Labor Scenario
- Repeat the steps above to add additional rotations until all the needed rotations are added to the Labor Scenario
6. To remove an existing rotation, right-click on the timeline and select the Remove Rotation button
7. To modify an existing rotation, right-click on the timeline and select the Edit Rotation button and update the following before selecting the Update Rotation button:
- Shift or Time the Labor Demand Scenario should be demanded at
- Day in the pattern the Labor Demand Scenario belongs on
- Demand Template being rotated in the Labor Scenario
8. Select the Save Scenario button to save the modifications made to the existing Labor Scenario