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Add or Edit Custom Fields for a Workforce Request

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Objective

To add or edit custom fields for a workforce request in Workforce Planning.

Background

Workforce requests are an efficient way to let your team know that you need a workforce resource for a particular project. Custom fields allow you to capture additional information about the workforce requests you are making.

Things to Consider

Prerequisites

Steps

You can add or edit custom fields on workforce requests from three (3) places in Workforce Planning:

Edit a Custom Field from the Request List

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Requests and select Requests List.
  3. Locate the workforce request to edit and click the Gear icon-gear-wfp.png icon.
  4. Locate the 'Custom Fields' section.
    Note: Custom fields created for requests appear at the bottom of the 'Info' section.
  5. Add or edit the information for the custom field.
  6. Click Save.

Edit a Custom Field from the Assignment Boards

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Boards.
  3. Locate the workforce request to edit.
  4. Hover over the request and click the Gear icon-gear-wfp.png icon
  5. Locate the custom field.
    Note: Custom fields created for requests appear at the bottom of the 'Info' section.
  6. Add or edit the information for the custom field.
  7. Click Save.

Edit a Custom Field from the Assignment Gantt

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Gantt.
  3. Locate the workforce request to edit and click the colored bar.
  4. Click Edit Request.
  5. Locate the custom field.
    Note: Custom fields created for requests appear at the bottom of the 'Info' section.
  6. Add or edit the information for the custom field.
  7. Click Save.