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Create New Demands from None Perspective

Create New Demands from None Perspective

Demand Planning allows users can create demands for their Labor Demand Templates. This section will walk through an example from the None perspective.

Configuring Demand Preferences

1) Click on the Administration icon from the navigation menu, then select the Preferences Administration option in the Settings section.

2) Click Demand Planning and then Demand Planning Displayed Dimension.

3) Select the desired scope for the Demand Planning Displayed Dimension from the Scope drop-down.

Note: Setting the Scope to Domain makes the Demand Planning Displayed Dimension available across all organizational units.

4) From the drop-down menu, select None.

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Note: Selecting None from the drop-down will allow the user to create demands through all available demands.

5) Press the Save button.

Create a New Demand

1) Click on the Scheduling icon from the navigation menu, then select the Demand Planning option in the Demands section.

2) Click on the Date that you wish you create a new Demand for.

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Note: Depending on where the user clicks within a date, a suggested shift based on the time of day will be populated.

3) From the Labor Demand Template drop-down, select the Labor Demand Template that is demanded.

4) Select the From Shift and To Shift from the respective drop-downs.

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Note: To set more precise Start and End Times select the double arrow.

5) From the Location drop-down, select the desired Location.

6) From the Demand Category drop-down, select the desired Demand Category.

7) Press the Demand button.
 
Create a New Demand with Recurrence

1) Click on the Scheduling icon from the navigation menu, then select the Demand Planning option in the Demands section.

2) Click on the Date that you wish you create a new Demand for.

3) From the Labor Demand Template drop-down, select the Labor Demand Template that is demanded.

4) Select the From Shift and To Shift from the respective drop-downs.

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Note: To set more precise Start and End Times select the double arrow

5) From the Location drop-down, select the desired Location.

6) From the Demand Category drop-down, select the desired Demand Category.

7) From the Repeat drop-down, select Yes to repeat the demand.

8) From the Recur drop-down, select the desired recurrence pattern: daily or weekly.

9) Use the up and down arrows to adjust how often the demand recurs (in days or weeks).

10) Enter an End Date and Time or leave the field blank to repeat the demand indefinitely.

11) Press the Demand button.
 
Create a New Ad-Hoc Demand

1) Click on the Scheduling icon from the navigation menu, then select the Demand Planning option in the Demands section.

2) Click on the Date that you wish you create a new Demand for.

3) Click the double arrow in the top right corner to switch to Ad-Hoc Demand mode.

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4) Press the Plus button to add a new Job

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5) Select a Job from the drop-down and use the up and down arrows to adjust the Optimum Count.

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Note: To indicate Minimum/Maximum Count, click on the second set of double arrows.

6) Repeat steps 4-5 to add more jobs.

7) Select the From Shift and To Shift from the respective drop-downs.

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Note: To set more precise Start and End Times select the double arrow.

8) From the Location drop-down, select the desired Location.

9) From the Demand Category drop-down, select the desired Demand Category.

10) Press the Demand button.

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