Download a capacity plan in Connect Customer
When you download a capacity plan file, it downloads as a .csv file type with multiple tabs. It's helpful to open this file using Excel. The following image shows an example of what a capacity plan file looks like in Excel.
Note
The multi-tab workbook format described in this section applies to Hiring plans only. For information about downloading a Scheduling plan, see Download a Scheduling plan.
Following is a description of each worksheet:
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Metrics: When you download the Monthly view, the capacity plan output shows Monthly and Daily granularities. When you download the Weekly view, it shows Weekly and Daily granularities.
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Capacity Plan: The capacity plan metadata, such as name, starting date, and ending date of the plan.
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Scenario: The input defined for the capacity plan.
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Generation Details: The metadata indicating when someone last changed the capacity plan.
How to download capacity plan results
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Log in to the Connect Customer admin website with an account that has security profile permissions for Analytics, Capacity planning - Edit.
For more information, see Assign permissions.
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On the Connect Customer navigation menu, select Analytics and optimization, Capacity Planning.
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On the Capacity Plans tab, choose the plan.
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On the detailed page for the capacity plan, choose Actions, Download capacity plan.
Download a Scheduling plan
You can download a Scheduling plan as a single .csv file. The file has one row per interval (15 or 30 minutes). The columns match the Scheduling plan data table on the plan detail page.
The download runs in the background. You can leave the page while it runs. When the export finishes, you receive a notification and the file is ready to download.
The following image shows a downloaded Scheduling plan .csv file opened in a spreadsheet application.
Note
The file can span a large date range with rows every 15 or 30 minutes. The export might take a few minutes.
How to download Scheduling plan results
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Log in to the Connect Customer admin website with an account that has security profile permissions for Analytics, Capacity planning - Edit.
For more information, see Assign permissions.
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On the navigation menu, choose Analytics and optimization, Capacity Planning.
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On the Capacity Plans tab, choose the Scheduling plan.
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Choose Actions, Download.
