Change Reporting Week
The Change Reporting Week feature closes the current Reporting Week and opens a new Reporting Week. Available dates in the drop-down menu are determined by the Planning Period Type you selected in System Setup > Property > Labor/Scheduler > Scheduling panel. Note that this feature is only available if something other than Weekly is chosen in the Planning Period Type, and that it is configured separately from Change Planning Period.
You can see which Reporting Week is currently open by looking at the Status column in the main Forecasting screen.
Click the image to view a full-size screen shot.
To perform the Change Reporting Week task:
- Choose Planning (found under Labor) from the main menu.
- Click the Open/Change button next to Change Reporting Week in the task list.
- Select the appropriate date range.
- Click OK.
- Verify that the dates changed in the Status column.
- Planning Tasks
- Change Planning Period
- Change Reporting Week
- Enter Forecast Environments
- Enter Rooms Pre-Work
- Import Forecast KBIs
- Enter Input KBI Forecasts
- Review Forecast Dynamic Spread (visible only in Advanced mode)
- Generate Rooms Forecast
- Generate Revenue Center Forecasts
- Edit Revenue Center Forecast
- Adjust Forecast Flow Patterns
- Enter Share With Schedules
- Generate Projected Hours
- Reconcile Employees (Also found in Employee Maintenance)
- Pre-Schedule Employees
- Generate Schedules
- Change Schedule State
- Publish Schedules
- Export Schedules
- Enter Scheduled Hours