Configuring Forecast Planning Page

You can modify parameters in the server.conf file to change the number of staffing profile positions that appear on a single page and change the default units that appear in the Display Options dialog for measurements and groupings. Modifying these parameters are optional.

See the Installation and Administration Guide for more information about editing the server.conf file.

Table 4-8. Forecast planning server.conf parameters

Parameter

Description

FORECAST_PLANNING_PAGE_SIZE

The number of staffing profile positions that appear on a Forecast Planning page.

RM_DEFAULT_EFFORT_TYPE

The default effort type that appears in the Display Options dialog. The staffing profile manager can change the effort type by modifying the Measure Effort in field in the Display Options dialog. Valid values: FTE, hours, person days. Default: FTE.

RM_DEFAULT_PERIOD_TYPE

The default time period section that appears in the Display Options dialog. The staffing profile manager can change the time period section by modifying the Group Periods by field in the Display Options dialog. Valid values: week, month. Default: month.

You can modify the parameter EXCEL_EXPORT_POSITIONS_LIMIT in the Administration Console to change the maximum number of positions that can be exported to Microsoft Excel on the Forecast Planning page. By default, the value is 2000.

Note: When you configure this parameter, consider your performance objectives. If large amounts of data are exported, you might encounter performance issue.

Configuring Access Grants

To access the Forecast Planning page, users must have one of the following access grants:

  • Resource Mgmt: Edit All Staffing Profiles

  • Resource Mgmt: Edit Staffing Profiles

See theSecurity Model Guide and Reference for more information about access grants.