Workforce Engagement Management

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  • 1.  Import Forecast

    Posted 05-18-2022 10:04
    No replies, thread closed.
    Hi
    Glad I found this community.  I am currently setting up WFM in Cloud and starting to configure it.  In the Forecast template I can import?  We are on Engage right now.  How do I import the forecast from Engage to Cloud?

    Thanks so much
    Shirley Harbers
    Nokia
    #WorkforceManagement

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    Shirley Harbers
    Alcatel-Lucent USA Inc.
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  • 2.  RE: Import Forecast

    GENESYS
    Posted 05-18-2022 13:12
    No replies, thread closed.
    Hi Shirley,

    Hope you are well :-)

    Take a look at this link to see if it helps - https://help.mypurecloud.com/articles/import-a-csv-file-into-a-short-term-forecast/

    If that isn't what you are looking for - let me know.

    ------------------------------
    Tracy
    Genesys
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  • 3.  RE: Import Forecast

    Posted 05-18-2022 14:26
    No replies, thread closed.
    Thanks Tracy - all good here.

    So it is like for like - whatever I export from Engage needs to be in this format? and ONLY this format correct?

    Shirley

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    Shirley Harbers
    Alcatel-Lucent USA Inc.
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  • 4.  RE: Import Forecast
    Best Answer

    GENESYS
    Posted 05-18-2022 15:27
    No replies, thread closed.

    The following article talks about the creation methods including the two import methods: https://help.mypurecloud.com/articles/add-a-forecast/.

    The first import method (Weighted Historical Index with Source Data Import) is for importing source data not importing a forecast. 

    The second import method (Import Short-Term Interval Forecast Data) would be the option to import a forecast.

    Also there is historical data import (links off of https://help.mypurecloud.com/articles/about-workforce-management/) that can be utilized with automatic best method (a way to 'bootstrap' until you have enough native Genesys Cloud historical information for forecasting). This may be more applicable and would be done once as opposed to how many ever forecasts you would potentially use the second import method for.



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    Jay Langsford
    VP, R&D
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