Create a Workforce Request
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:
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' permissions or higher on the Workforce Planning tool with the 'Create/Edit/Delete Own Requests' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- 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:
- 'Category' or 'Subcategory'. See Configure Project Categories for Workforce Planning.
- 'Job Title'. See Configure Job Titles for Workforce Planning.
- 'Status'. See Configure Assignment and Request Statuses for Workforce Planning.
- 'Tags'. See Configure Tags for Workforce Planning.
- 'Custom Fields'. See Configure Custom Fields for Workforce Planning.
Video
Steps
You can create requests from three (3) places in Workforce Planning:
Create a Workforce Request from the Requests List
- Navigate to the Company level Workforce Planning tool.
- Click Requests and select Requests List from the drop-down menu.
- Click New.
- Fill out the 'General' request information.
- Optional: Custom Fields. Enter information for any request custom fields. See Configure Custom Fields for Workforce Planning.
- 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? - 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? - 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? - Click Save.
Create a Workforce Request from Assignments Boards or Gantt
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Boards from the drop-down list.
OR
From the Project Name heading bar, click the ellipsis and select Create Request. - Under the desired project, click the ellipsis and select Create Request.
- Fill out the 'General' request information.
- Optional: Custom Fields. Enter information for any request custom fields. See Configure Custom Fields for Workforce Planning.
- 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? - 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? - 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? - Click Save.