Adjust Forecast Flow Patterns

Owned by Julie Leake (Unlicensed)
Last updated: Jul 13, 2018 by Carissa Warnock (Unlicensed)
3 min read

The Adjust Forecast Flow Patterns task lets you assign flow pattern(s) to a KBI(s) for a specific day(s) to account for seasonal or unique circumstances that effect normal demand patterns. For example, if you know of an event that will affect the normal flow pattern for a KBI on a specific day of the week, then you can make that adjustment. A blank cell means that 

RMS

uses the default flow pattern, if one was configured.


There are two ways to adjust the flow patterns:

  • Individual KBIs with separate patterns.
  • Multiple KBIs with the same pattern.


  Click image to view a full size screen shot.

Fields on the Adjust Forecast Flow Patterns screen

FieldDescriptionNotes
Controls
SaveSaves your data.
Date range selectorSelect a viewing period from the drop down list.

Select a set of cells

Prompts you to select at least one KBI and one day.

Select a Flow Pattern

Displays all available flow patterns that can be assigned to the KBIs.You must select a cell for the Select a Flow Pattern drop-down list to appear.
Select AllSelects all KBIs. Once you have selected a KBI(s), you can select the appropriate day(s) on which to apply the flow plan.
De-Select AllDe-selects all KBIs.
Table
KBI

Displays the name of the KBI.

Read-only.

SelectSelect a specific KBI. Once you have selected a KBI(s), you can select the appropriate day(s) on which to apply the flow plan.
MondaySelect the appropriate day(s) on which to apply the environment.The date shown depends on what period you selected.
TuesdaySelect the appropriate day(s) on which to apply the environment.The date shown depends on what period you selected.
WednesdaySelect the appropriate day(s) on which to apply the environment.The date shown depends on what period you selected.
ThursdaySelect the appropriate day(s) on which to apply the environment.The date shown depends on what period you selected.
FridaySelect the appropriate day(s) on which to apply the environment.The date shown depends on what period you selected.
SaturdaySelect the appropriate day(s) on which to apply the environment.The date shown depends on what period you selected.
SundaySelect the appropriate day(s) on which to apply the environment.The date shown depends on what period you selected.

Running the Adjusting Forecast Flow Patterns task

Applying a flow pattern to individual KBIs

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Labor section, select Planning.
    The Planning screen appears in a separate tab.
  3. Click Display advanced options.
  4. Click Start/Update next to Adjust Forecast Flow Patterns in the task list.
    The Adjust Forecast Flow Patterns screen appears in the same tab.
  5. Change the Period if necessary.
  6. Click in the cell under the appropriate day, for the selected KBI and select a flow pattern from the drop-down menu.

Applying a single flow pattern for multiple KBIs

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Labor section, select Planning.
  3. Click Display advanced options.
  4. In the Adjust Forecast Flow Patterns row, click Update/Start.
    The Adjust Forecast Flow Patterns screen appears in the same tab.
  5. Change the Period if necessary.

  6. Determine which KBIs need to have the same environment applied.
    Select the KBIs to which the environment should be applied by either using Select All to apply the pattern to all KBIs or by individually selecting the KBIs to which the pattern should be applied.

    Note: If you use Select All, it not only selects all the KBIs, but all the days as well.

  7. Select the days in the environment to be applied to the KBI(s).

    Note: If you used Select All, all days are already selected. You can de-select any days you want to exclude.

  8. From the drop-down menu in the toolbar, click Select a Flow Pattern. and select an environment to apply to the selected KBIs on the selected days.

 

 

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