Export forecast to file

Export the data in a forecast to a file. The file can be sent to a partner who can import it and staff according to this forecast.

Prerequisites

  • You have the Forecasts > Export to file permission.
  • A skill and a workload are created, and a detailed forecast is finalized for this workload.
  • If you are using Windows Virtual Desktop, you must subscribe to the workspace to download the export file. See Subscribe to a workspace on WVD.

Page location

Client > Forecasts > Export

Procedures

Export forecast to file

  1. Right-click on the channel type that contains the skill you want to export and select Export.
  2. Select Export to file and click Next.
  3. Select the skill to export and click Next.
  4. Define the period to export the forecast for.
  5. Select the Scenario to export the forecast data for and click Next.
  6. Click Select file to select where to save the file and to enter an export file name.
  7. Select what data you want to export; workload information, staffing information or both.
  8. Click Next to start the export.

    The export is completed when the text File export is done is shown.

  9. Click Finish.

    The export file follows the forecast file format. See About forecast file formats for more information.

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