Create or edit a staff mix filter

Create or edit a staff mix filter when you would like to filter for the same data repeatedly across various branch views, staff mixes, and workgroups.

Procedure

Go to Forecasting and Scheduling > Branch Planning > Staff Mixes.
In the Plan Parameters widget Visual building block in an application that is interchangeable, depending on system or user configurations., select a Scenario, Branch View, Staff Mix Plan, Actual Plan, Budgeted Plan, and Workgroup.
Select the Filter icon.
On the Staff Mix Filter dialog, select the applicable Constraints, Lowest Cost, and Closest To options.
Select Save As and type the name of the filter.
Select OK.