R--Shrinkage in scenarios

In Workforce Management (WFM) you'll use the Shrinkage view (formerly named Overheads view) to view overhead data, which WFM uses to forecast shrinkage while scheduling.

This view provides standard date-selectors and a grid that shows shrinkage percentages for days and timesteps.

You can perform the following functions in this view:

• View shrinkage totals
• Edit pre-defined shrinkage (both planned and unplanned)
• Add, edit and delete shrinkage associated with the current Schedule State Group for specific activity

Multi-site activities use shrinkage information that is associated with Schedule State Groups from child activities, except for planned and unplanned shrinkage, which are separate for local and multi-site activities.

Viewing the shrinkage data

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To open the Shrinkage view:

1. In the Forecast module, select Scenarios.
2. Select a scenario from the list in the data pane, and click Open in the toolbar or in the Actions drop-down menu.

   The Volumes view opens by default with the scenario name in the top-left corner of the window.

3. Click the scenario's drop-down menu and select Shrinkage.
4. In the Objects tree, expand a business unit, then a site to select an activity, or multi-site activity.

   The view displays a graph above a table or grid, each containing the same shrinkage values, and controls that set the data display properties for the graph and table.

If you have not selected an activity, you'll see the message Select an activity within the nested tree to load shrinage. If you still do not see any data, you might need to adjust the Period, Granularity, or date-selectors at the top of the window to reflect those used for the forecast.

You can also view, add, and edit the volumes or staffing data in opened scenarios, by selecting Volumes or Staffing from the drop-down menu near the scenario name.

Editing daily totals in the grid

If you selected the period Year or Month, you can click inside the Weekly Totals cell and edit the value there. Daily values in the same row will automatically adjust their values so that the new Weekly Total is redistributed according to the original distribution of shrinkage for each day of the week. This is useful if you have a week in which you believe the shrinkage will increase, but you expect the shrinkage to arrive at about the same rate as in your original forecast, day-over-day.

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To edit the xxxx or xxxx daily totals:

1. Double click the cell you want to change and enter a value.
2. When you have finished, in the upper-right corner of the view, click Save (or use the hotkey combo Alt+S).

   A message appears in the lower-right corner, indicating your changes were saved successfully.

If you switch to another view without saving the changes, a dialog opens with the message Would you like to save changes to <scenario name>. You can click:

• Save to save the changes and switch to another view.
• Discard to discard the changes and switch to another view.
• Cancel to cancel the action, close the dialog, and return to the Staffing view.

You can also select Publish (Alt+P) and from the Save menu if you have modified the scenario data and want republish it, or Close ('Alt+W) to close the scenario.