Create a short-term capacity plan to predict how many shifts you need to provide coverage.
Required Editions
Complete the Admin Checklist for Capacity Plan Setup
| Supported Editions for Frontline Workforce Management |
| User Permissions Needed | |
|---|---|
| To view, create, and edit workload histories and intelligent forecasts, and to view and create capacity plans: | Workforce Management Analyst |
| To view and create capacity plans, and to create shifts from a capacity plan: | Workforce Management Planner |
- From the App Launcher, open Intelligent Forecast and create an Intelligent Forecast. Or select a Forecast and click Add Capacity Plan.
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In the Capacity Plan page, specify these details:
- Enter a unique identifier in the Name field.
- Provide context in the Description field (optional).
The forecast is automatically populated and the selected forecast determines the start and end dates, and users can adjust if required. - Select the Work Type. Click Next.
- Select the Service Territory. Click Next.
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Click Finish.
The capacity plan is generated.