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Create a Workforce Request

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Objective

To create a workforce request.

Background

Workforce requests are an efficient way to let your team know that you need a workforce resource for a particular project. Create a workforce request when you need a resource but aren't sure who to assign or if you do not have permissions to create assignments yourself.

Once a request is created, a resource can be assigned to fill that request. See Fill a Workforce Request. 

Things to Consider

  • Required User Permissions:
  • Additional Information
    • Workforce requests can be made from three (3) different places within the Workforce Planning tool, Assignment Boards, Assignment Gantt and Workforce Requests List.
    • Workforce requests are displayed within the open 'Requests' section of each project.

Prerequisites

Set up the following fields in advance if adding information for:

Video

 

Steps

You can create requests from three (3) places in Workforce Planning:

Create a Workforce Request from the Requests List

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Requests and select Requests List from the drop-down menu.
  3. Click New.
  4. Fill out the 'General' request information:
    Note: Fields with an asterisk (*) are required.
    1. Project*. Enter the Project that the request is for.
    2. Category. Enter the category of the request. 
    3. Subcategory. Enter the subcategory of the request. 
    4. Needed Job Title. Enter the Job Title needed for the request.
    5. Status. Select the request status. See Configure Assignment and Request Statuses for Workforce Planning.
    6. Working Days. Enter the working days needed for the request.
    7. Tags. Select the tags for the request. See Configure Tags for Workforce Planning.
    8. Quantity. Enter how many request to create.
    9. Start Day*. Enter the first day of work for the request.
      • Date. Enter the specific start date for the request.
        OR
      • Project Start. Select the project start date as the start date for the request.
    10. End Day*.
      • Date. Enter the specific end date for the request.
        OR
      • Weeks. Enter how many weeks the request is for.
        OR
      • Project End. Select the project end date as the end date for the request.
    11. Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Workforce Allocation Type?
      • Work Hours Start*. If you selected 'Hours', enter the time of day the assignment begins.
      • Work Hours Start*. If you selected 'Hours', enter the time of day the assignment ends.
      • Percent. If you selected 'Percent', enter the percent allocated to the assignment
    12. Assignment Notes. Enter any notes about the assignment.
  5. Optional: Custom Fields. Enter information for any request custom fields. See Configure Custom Fields for Workforce Planning.
  6. Optional: Select Scope of Work to describe the scope of work.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request. See What is an assignment alert in Workforce Planning?
  7. Optional: Select Assignment Instructions to provide additional instructions.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request. See What is an assignment alert in Workforce Planning?
  8. Optional: Select Comments to add any comments. 
    Note: Information entered here is NOT added to any assignment alerts. See What is an assignment alert in Workforce Planning?
  9. Click Save.

Create a Workforce Request from Assignments Boards 

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Boards from the drop-down list.
  3. Under the desired project, click the ellipsis icon-ellipsis-wfp.png and select Create Request.
  4. Fill out the 'General' request information:
    Note: Fields with an asterisk (*) are required.
    1. Project*. Enter the Project that the request is for.
    2. Category. Enter the category of the request. 
    3. Subcategory. Enter the subcategory of the request. 
    4. Needed Job Title. Enter the Job Title needed for the request.
    5. Status. Select the request status. See Configure Assignment and Request Statuses for Workforce Planning.
    6. Working Days. Enter the working days needed for the request.
    7. Tags. Select the tags for the request. See Configure Tags for Workforce Planning.
    8. Quantity. Enter how many request to create.
    9. Start Day*. Enter the first day of work for the request.
      • Date. Enter the specific start date for the request.
        OR
      • Project Start. Select the project start date as the start date for the request.
    10. End Day*.
      • Date. Enter the specific end date for the request.
        OR
      • Weeks. Enter how many weeks the request is for.
        OR
      • Project End. Select the project end date as the end date for the request.
    11. Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Workforce Allocation Type?
      • Work Hours Start*. If you selected 'Hours', enter the time of day the assignment begins.
      • Work Hours Start*. If you selected 'Hours', enter the time of day the assignment ends.
      • Percent. If you selected 'Percent', enter the percent allocated to the assignment
    12. Assignment Notes. Enter any notes about the assignment.
  5. Optional: Select Scope of Work to describe the scope of work.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request. See What is an assignment alert in Workforce Planning?
  6. Optional: Select Assignment Instructions to provide additional instructions.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request. See What is an assignment alert in Workforce Planning?
  7. Optional: Select Comments to add any comments. 
    Note: Information entered here is NOT added to any assignment alerts. See What is an assignment alert in Workforce Planning?
  8. Click Save.

Create a Workforce Request from Assignments Gantt

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and Gantt from the drop-down list.
  3. From the Project Name heading bar, click the ellipsis icon-ellipsis-wfp.png and select Create Request.
  4. Fill out the 'General' request information:
    Note: Fields with an asterisk (*) are required.
    1. Project*. Enter the Project that the request is for.
    2. Category. Enter the category of the request. 
    3. Subcategory. Enter the subcategory of the request. 
    4. Needed Job Title. Enter the Job Title needed for the request.
    5. Status. Select the request status. See Configure Assignment and Request Statuses for Workforce Planning.
    6. Working Days. Enter the working days needed for the request.
    7. Tags. Select the tags for the request. See Configure Tags for Workforce Planning.
    8. Quantity. Enter how many request to create.
    9. Start Day*. Enter the first day of work for the request.
      • Date. Enter the specific start date for the request.
        OR
      • Project Start. Select the project start date as the start date for the request.
    10. End Day*.
      • Date. Enter the specific end date for the request.
        OR
      • Weeks. Enter how many weeks the request is for.
        OR
      • Project End. Select the project end date as the end date for the request.
    11. Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Workforce Allocation Type?
      • Work Hours Start*. If you selected 'Hours', enter the time of day the assignment begins.
      • Work Hours Start*. If you selected 'Hours', enter the time of day the assignment ends.
      • Percent. If you selected 'Percent', enter the percent allocated to the assignment.
    12. Assignment Notes. Enter any notes about the assignment.
  5. Optional: Select Scope of Work to describe the scope of work.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request. See What is an assignment alert in Workforce Planning?
  6. Optional: Select Assignment Instructions to provide additional instructions.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request. See What is an assignment alert in Workforce Planning?
  7. Optional: Select Comments to add any comments. 
    Note: Information entered here is NOT added to any assignment alerts. See What is an assignment alert in Workforce Planning?
  8. Click Save.