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How do you guys lock headcount for a 3+9 or a 6+6 for example? Our headcount comes as an import from our HRIS load. But since we can’t apply scenarios to transaction lists, our locked 3+9 contains items from the current day.

Hey Lester,

 

this is taken into account in our Workforce Planning standard app. if you don’t have it, ask for it to your CSM / support. 

We make a switchover with the Load Date. You can load everyday and not affect your past versions !


So do you constantly append your transaction lists then and have a load date for each period? And if you need to do transfers you’re going into that transaction list and editing it?


Correct, append everytime.

If you want to do daily, there’s no need to keep the daily, I recommend doing a unique ID that includes the load month so the daily doesn’t append but updates, it only appends at the change of the month

For such a type of data, volume is irrelevant it is more for clarity


Yeah, it would be great if we could just scenariolize transaction lists instead of doing all these lookups to pick which date is correct.


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