Select campaign data for schedules

To generate, view, or update schedules, select a campaign, scheduling period, employees, and queues from the left pane.

Before you begin

Workflow: Define a campaign and scheduling period
To manually refresh the employee list on the schedule when switching between campaigns or scheduling periods, from View, turn off the toggle, Auto refresh filtered employees. By default, the system automatically refreshes the employee list when performing these actions. When this option is not selected, after switching campaigns or scheduling periods, select the employees you want and select Apply.

Procedure

Go to Forecasting and Scheduling. Under Calendar, select Calendar.
From the left pane, select Campaign, and select the campaign you want.

To pin the left pane, select the pin icon in the right corner of the pane.
From Dates, select the scheduling period you want.
From Employees:
1. Select the employees you want from the selected scheduling period by pointing to each employee and selecting the check box that appears. To select all employees, select the Employees check box.
  
  If you select the Employees check box and then decide to select specific employees only, clear the Employees check box first, and then select the employees you want.
  
  You can also use filters to find and select employees. Select an existing employee filter or create a new one. You can sort employees by name, and select one, multiple or all employees.
2. To select employees who can pool into the organization of the selected campaign, expand Poolers and select the employees you want. To select all poolers, select the check box next to Poolers.
3. To select phantom schedules, expand Phantoms and select the defined phantom schedules you want. To select all phantoms, select the check box next to Phantoms.
4. To search for employees, poolers or phantoms, in the Search field above the employee filter, enter a search string. The system highlights any matched strings under Employees, Poolers and Phantoms. To view any matches, expand the relevant list. If there are no matches, no strings are highlighted.
From Work Queues, select the queue you want.

To view and manage queue statistics and the scheduling status for projects, you must select a specific queue. You can only select one queue for each scheduling period.
Select Apply.

The relevant scheduling and adherence data appears, according to the parameters you selected, and user privileges.