All Collections
AI Scheduling
Demand Driven Scheduling
[DDS] Format, Import & Edit Future Demand Data (Manager Forecast)
[DDS] Format, Import & Edit Future Demand Data (Manager Forecast)

Use third-party future demand data with Humanity!

Igor Pavlovic avatar
Written by Igor Pavlovic
Updated over a week ago


The objective of this tutorial is to help you understand how to view, import, and edit future demand data for the Manager (Labor) Forecast.


Access from your: Computer

Applies to: Admins, Managers, Supervisors, and Schedulers

Manager Forecast quickly parses through your organization’s multiple future demand drivers such as sales, business hours, and budget. To use it, simply import the data associated with demand in an Excel or CSV file.

Things to know before you begin:

  1. This feature is a part of the AI Scheduling paid add-on for Humanity Scheduling.

  2. AI Scheduling is not available on the legacy ShiftPlanning module.

  3. To access this feature, it needs to be previously enabled in the Team Tools Setting by Humanity's Support.

  4. You must have Admin, Manager Supervisor, or Scheduler access privileges to access any AI Scheduling feature.

  5. Future demand data has to be imported for the period in which you would like to review staffing requirements and create schedules.

Note: You do not need to import demand data if you are using data integration.

This tutorial covers the following aspects of running a Manager Forecast:

Format of Future Demand Data

The demand data file needs to have two columns, with Period and Value headers:

  • The Period column should contain a date and time for respective demand data (for the hour or 15-minute increments)

  • The Value column should contain integer or non-integer values with up to 2 decimal places, equal to or larger than zero

  • The file needs to contain all time increments within the business period you are importing for, even if the value cells are left blank

  • The value zero will be assigned to all blank value cells

  • See an example of the demand data file in Image 1.

Image 1

Here are the accepted date and time formats:

Import Future Demand Data

Step 1: Click the "New ShiftPlanning" tab located in the top panel, as shown in Image 2.

Image 2

Step 2: Click on the "AI Scheduling" button located in the Toolbar > Select the "Forecast" option from the dropdown menu, as shown in Image 3.

Image 3

Step 3: Click on the "Select Metric" field > Choose a (defined) Metric that you want to use for this Manager Forecast from the dropdown menu, as shown in Image 4.

Image 4

Note: Be sure that your Metric is set to be used for the "Manager Forecast" and not for the "Humanity Forecast".

Step 4: Click on the blue "Import Forecast Data" button > Read the "Before Importing the File" pop-up screen notification > Click on the green "Continue" button, as shown in Image 5.

Image 5

Step 5: Click on the blue "Browse File" button to choose your table filled with forecasted demand data > Click on the blue "Import File" button, as shown in Image 6.

Image 6

Step 6: Click on the "Continue" button after your business's forecasted demand data was successfully imported, as shown in Image 7.

Image 7

Note: Importing new values for the existing time increments will overwrite the existing values.

Step 8: Click on the date picker to select from the dropdown calendar time period of the future demand data that you would like to use in building Demand Drives Schedules, as shown in Image 8.

Image 8

Edit Future Demand Data

Step 1: Click on the "Edit" button located to the right of time picker to edit the imported future demand data, as shown in Image 9.

Image 9

Step 2: Change the input number in the field that you want to edit > Click on the dark bule "Update data" button to save the changes you made, as shown in Image 10.

Image 10

Step 2: Click on the green "Update data" button to save your changes to future demand data, as shown in Image 11.

Image 11

If you have any further queries, please don't hesitate to reach out to us at

Did this answer your question?