Importing forecast KBIs

Use the Import Forecast KBIs task to import forecast KBI values from a file.

  1. In the upper-left corner of the screen, select Access your applications ( main menu icon ).
    The menu expands.

  2. Select Labor> Planning.
    The Planning screen appears.

  1. Find and run the Import Forecast KBIs task in the Planning menu.

    If you are using Quick View:

    1. Find the task to update or run by moving through the task sub-screens:

      • Select previous or next task buttons.
        Previous and Next buttons in Quick View
        or

      • Select the dashed lines of the screen selector.
        Dashed line selector in Quick View

    2. When you get to the task, do one of the following:

      • To start or run the task for the first time, select Start.
        The selected task opens in either separate tab or in a pane, depending on the task.

      • To update the task (if it has already been started), select Update.

    If you are using List View:

    1. Find the task to update, run, or mark complete by scrolling down the screen.

    2. When you get to the task, hover the mouse pointer over the status label.
      A drop-down list appears.

      List view drop-down in Planning screen

    3. From the drop-down list, select one of the following:

      • To start or run the task for the first time, select Start.
        The selected task opens in either separate tab or in a pane, depending on the task.

      • To update the task (if it has already been started), select Update.
        The selected task opens in either separate tab or in a pane, depending on the task.

    The Import Forecast KBIs pane appears.

    Import Forecast KBIs pane

    Fields on the Import Forecast KBIs pane

    Field Description Notes

    Start Date

    Select the start date for which the data is being imported.

    End Date

    Select the end date for which the data is being imported.

    Select File

    Opens a file explorer window where you select the file to import.

    Script

    Displays the location and name of the interface used for the database. The information entered in this field is for RMS technical support use only.

    Read-only.

    Data File Path

    Displays the name of the file to be imported.

    Read-only.

    Edit

    Locate the desired data file that was created from an outside source.

    Import

    Initiates the import process.

  2. Select the Start Date and End Date of the date range for which data will be imported.

  3. Click Select File.
    A file manager window appears.

  4. Select the file to import.
    The name of your selected file appears under the button.

  5. In the lower-right corner of the Import Forecast KBIs pane, select Import.
    The file imports.