Shrinkage in scenarios

In Workforce Management (WFM) you'll use the Shrinkage view (formerly named Overheads) 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

1

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.

Setting the data display properties

In this view, the graph's y-axis represents the shrinkage percentage; the x-axis represents the selected period (week, month, year). Use the following controls to customize the data display in the graph and table:

1

• Shrinkage type drop-down list—Select the shrinkage type that will be displayed as primary, by selecting Grand total, Total planned, Total unplanned, Planned, or Unplanned.
• Granularity drop-down list—Select Week to adjust the granularity to 15, 30, or 60 (minutes). Select Month or Year to adjust the granularity to Day.
• Period drop-down list—Change the period or time range for the graph and grid by selecting Year, Month, or Week. If the selected site has a configured planning period, you can also select Planning Period.
• Date range—Use the date-selectors (top-right portion of the view) to switch to a different period within the scenario forecast's date range.
• Actions drop-down menu—Click this icon to change the graph:
  • Graph options—Show/hide the graph and zoom bar by selecting/clearing the Show graph check box. See also Sliders.

1

Reading the data

The Shrinkage type drop-down menu displays a list of the following shrinkage:

• Grand Total—A read-only statistic; the aggregate shrinkage for the selected target.
• Total Planned—A read-only statistic; the aggregate planned shrinkage for the selected target.
• Total Unplanned—A read-only statistic; the aggregate unplanned shrinkage for the selected target.
• Planned—Planned shrinkage values that are not associated with any Schedule State Group.
• Unplanned—Unplanned shrinkage values that are not associated with any Schedule State Group.
• Schedule State Group <name>—Shrinkage values that are associated with this named Schedule State Group and the target. If the target is a multi-site activity, the Schedule State Group name is prefixed with the activity name.

WFM displays shrinkage for the item that is selected in the Object pane. If the item is an activity, then the menu lists all Schedule State Group overheads that are associated with the activity. If the item is a multi-site activity, the menu lists all Schedule State Group overheads that are associated with its child activities.

You can edit shrinkage values for activities or multi-site activities.

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.

1

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 Shrinkage 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.

Saving the Shrinkage scenario as a template

MHachey: This is a placeholder for this procedure, which is in progress. The procedure steps were taken from the old UI and are not necessary accurate. Will complete this procedure when development is complete on the Save as template dialog.

You can reuse a Shrinkage scenario by saving it as a template. Use the Save as template wizard to create a new forecast template from existing data. Open this dialog box in the following views:

• Scenario Shrinkage
• Scenario Volumes
• Scenario Staffing

1

To save the Shrinkage scenario as a template:

1. Enter a name for the new template into the Name field.
2. Select the site to which you want this template associated from the Associated drop-down list.
3. Select the template type from the Type drop-down list.

   The Based on drop-down list and the Initial Value text box are disabled. You cannot change the default values.

   The date range must be one week for templates. If you enter a different date range, WFM Web automatically adjusts it to one week.

4. Select or enter the Start date and End date into the corresponding fields in the Target Dates area.
5. Select the activities that you want to be associated with this template.
6. Click OK.

   The new forecast template now appears in the Forecast Templates List view.

Using the Scenarios Shrinkage toolbar

Use the following buttons on the toolbar (above the graph) to modify and manage shrinkage data:

Icon	Name	Description
	Add shrinkage
File:.png	Required