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1

Start from the TeamForm website

On the top left part of the site, under the TeamForm icon.

Click on the down arrow to select the specific workspace you are looking to refresh the baseline for.

image-20240306-142404.png
2

Go to Allocations (in Settings → Data integrations).

image-20240205-034109.png
3

Set baseline date to latest index

Info

you will need to refresh the page for the index to show up in the date picker. a page refresh reloads the required config

menu: Data Integrations → Allocations → [Active Project] →Edit )→ Baseline date set, else will use the last date set (In other words, set this to the current date) → Update

Note: The date box must be yellow to ensure that you have the latest HR people file.

image-20240205-034840.png

4

Run recalculate baseline

active allocation project Planning Period → click on recalculate allocated baseline button (another window will pop up, just confirm by clicking ‘OK’).

An import will start. Once it finishes (wait for import success - might take a while).

5

Check that recalculation worked

  • Numbers on the supply side and Planner should match.

  • Numbers on the demand side and Forecast should match.

Checking recalculation.jpg

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