Mitel Version 5.7 SP1 Modifying forecast totals in the event totals pane, Modifying event times and notes in the schedule details pane

532 Chapter 18 Workforce Scheduling
Modifying forecast totals in the event totals pane
If you build schedules with forecast data, you can adjust the forecast totals on the event totals pane. On the
events totals pane, you can change forecast totals in time intervals as small as 15 minutes. The schedule view
you select determines the time interval of the forecast totals. See “Changing the time interval of the time bar
pane” on page533.
For example, if you select the 8 hour schedule view, you can change the forecast data in 15 minute intervals.
However, if you select the 1 day schedule view, you can change the forecast data in 1 hour time intervals.
When you change the forecast data in an interval larger than 15 minutes and then change the view to smaller
intervals, you will notice that the change applies to each of the smaller intervals.
NOTE: Schedule Builder uses the latest forecast data to calculate the number of employees required.
To change the forecast totals in the events totals pane
1. After Totals , click +.
2. Select the Forecast check box and the check boxes of any other event totals to view.
3. Click -.
4. Click the View tab.
5. Under Schedule view, select a time interval.
See Table 18-2, “Schedule views and corresponding event total time intervals” on page534.
6. Click the + before Forecasted to expand the forecast tree.
The event totals for the loaded schedules appear.
NOTE: You can use the Tab key to select cells to the right, and the Shift+Tab keys to select cells to
the left.
7. Click a cell in the forecast event total grid and type the new forecast total for this time interval.
Modifying event times and notes in the schedule details pane
The changes you make to event start times and end times in the schedule details pane are immediately
reflected in the time bar pane.
To modify the start and end times of events in the schedule details pane
1. On the schedule details pane, click the start or end time of an event.
2. Type the new time.
The new time is immediately reflected in the time bar pane.
3. Repeat for any other event times to modify.
To modify the start and end times of events in the time bar pane
1. Click the Insert tab.
2. Click Select.
3. On the time bar pane, select the event to modify.
4. Drag and drop the event to adjust its start and end times.
The new time is immediately reflected in the time bar pane.
5. Repeat for any other event times to modify.
To add/edit a note for a scheduled employee
1. On the schedule details pane, click the note field for an employee.
2. Click the ... button.
The Notes editor appears.
3. Type/edit a note.
4. Click OK.