New Schedule Scenario: General Parameters

To fill in the first New Schedule Scenario Wizard's General Parameters screen:

1. In the Name text box, enter a name for the schedule scenario.
2. If you want this scenario to be available to other WFM users, select the Shared check box.
3. If you want to base this scenario on one that already exists, select the existing scenario from the Based on drop-down list.
   Basing your new scenario on an existing scenario is a convenient way to build schedules with frequently used settings. The wizard takes the dates, activities, and agents (real, virtual, and profile) from the source scenario and applies them to the new scenario. You can then change these parameters.
4. In the Start Date field, enter (or select) the scenario's start date.
   You can type directly into the field, use the up or down arrow to modify the displayed date, or click the button at the right to display a calendar.
   Important

   If the WeekStartDay setting has been specified in Business Units Properties, your scenario's starting weekday must match this setting. Otherwise, your scenario starts on the first weekday as determined by your operating system's regional settings.
5. In the End Date field, enter (or select) the scenario's end date. The maximum time between Start date and End Date is 42 days (6 weeks).
   Important

   You must build the scenario in units of one week. For example, if the schedule starts on a Monday, it must end on a Sunday. Schedules must be at least one week, and no more than six weeks, long. WFM Web always obeys schedule period constraints, if you are using a scheduling period for your site, regardless of the number of weeks in the scenario.
6. In the Extended End Date field, enter (or select) the scenario's extended end date, if necessary.
   Important

   Default value: the scenario’s end date. This value is useful when you create a schedule scenario for bidding.  (Use the Profiles/Bidding view to configure bidding.) Edit this value manually to specify an extended end date for the scenario ...to specify that the schedule will apply over a longer period of time (maximum: 6 months).

   For example, Extended End Date could define an entire quarter—3 months. Start Date and End Date could define a period of 1 week that Agents actually use for bidding. When the schedule scenario is published to the Master Schedule, the 1-week schedule would be repeated for the entire quarter.

   You can also use this value to extend a non-bidding schedule for real agents in the same way: create a 1-6 week schedule that repeats itself over a longer period of time. When you publish this schedule scenario out into the future, you can optionally ask WFM to overlay items from the Calendar, such as days off, time off, and exceptions.
7. Optional: Enter text into the Comments field.
8. Optional: Select the Use forecast data from forecast scenario check box to specify that the schedule will be built based on a forecast scenario, instead of on the Master Forecast.
   If you select this check box, the next wizard screen will be the Select Forecast Scenario dialog box.
9. Click Next to proceed to the next screen.