Workforce Planning - Tutorials Last updated Save as PDF Search Tutorial Titles There are no items that match your search query. Workforce Planning Manage Projects Create Projects in Workforce Planning Edit Project Details in Workforce Planning Shift Project Dates for a Future Project Manage Attachments for Projects in Workforce Planning Create Project Categories for Workforce Planning Create Notes About Projects in Workforce Planning Add or Edit Tags for Projects in Workforce Planning View Tag Attachments for Projects Assign Project Roles for Workforce Planning Delete or Inactivate a Project in Workforce Planning Manage Wage Overrides in Workforce Planning View Activity about a Project in Workforce Planning Manage Workforce Add People to Workforce Planning Edit People in Workforce Planning Manage Attachments for People in Workforce Planning Add or Edit Custom Fields for People in Workforce Planning Create Notes About People in Workforce Planning Add or Edit Tags for People in Workforce Planning View Tag Expiration Dates and Attachments for People Assign or Edit a User's Notification Profile in Workforce Planning Change a Person's User Type in Workforce Planning Change a User's Permission Template in Workforce Planning Bulk Edit People in Workforce Planning Delete or Inactivate People in Workforce Planning Bulk Delete People in Workforce Planning View Activity about a Person in Workforce Planning View People Details in Workforce Planning Time Off Create Time Off in Workforce Planning View and Edit Time Off in Workforce Planning Delete Time Off in Workforce Planning Bulk Edit Time Off in Workforce Planning Bulk Delete Time Off in Workforce Planning Workforce Requests Create a Labour Plan Create a Workforce Request Edit a Workforce Request Add or Edit Custom Fields for a Workforce Request Bulk Edit Workforce Requests Fill a Workforce Request Delete a Workforce Request Bulk Delete Workforce Requests Workforce Assignments Create a Workforce Assignment Create Workforce Assignments Using Rapid Assign Edit a Workforce Assignment Add or Edit Custom Fields for a Workforce Assignment Bulk Edit Workforce Assignments End a Workforce Assignment Delete a Workforce Assignment Bulk Delete Workforce Assignments View Workforce Planning View the People List Search, Sort and Filter the People List Export the People List Configure View for the Projects List Search, Sort and Filter the Project List Export the Project List View the Workforce Assignments List Sort and Filter the Workforce Assignments List Export the Workforce Assignments List View the Assignments Boards Search, Sort and Filter People on the Assignments Boards Search, Sort and Filter Projects on the Assignments Boards View the Assignments Gantt Search and Filter the Assignments Gantt Export the Assignments Gantt View the Workforce Requests List Search, Sort and Filter the Workforce Requests List Export the Workforce Request List View the Time Off List Search, Sort and Filter the Time Off List Export the Time Off List Create Saved Views in Workforce Planning Edit or Delete Saved Views in Workforce Planning Settings Tip Just getting started? Use the Workforce Planning Setup Guide. Configure Workforce Planning Permissions Create Permissions Templates for Workforce Planning Edit Permissions Templates for Workforce Planning Delete Permissions Templates for Workforce Planning Configure Workforce Planning Settings Configure Assignment and Request Statuses for Workforce Planning Configure Company Details in Workforce Planning Configure Costing in Workforce Planning Configure Custom Fields for Workforce Planning Configure Groups for Workforce Planning Configure Integration Settings for Workforce Planning Configure Job Titles for Workforce Planning Configure QR Codes for Workforce Planning Create QR Codes for People Create QR Codes for Projects in Workforce Planning Configure Sensitive Fields for Workforce Planning Configure Tags for Workforce Planning Prepare Data to be Synced between Workforce Planning and Procore Prepare Data for Import to the Workforce Planning Tool Configure Communications Settings Configure Default Assignment Alerts for Workforce Planning Create Custom Assignment Alerts for Projects Configure Notification Profiles for Workforce Planning Set Up Your SMS and Email Signature in Workforce Planning Communications Alerts Send Assignment Alerts in Workforce Planning Respond to Assignment Alerts for Workforce Planning Manage Open Assignment Alerts for Workforce Planning Managed Programmed Assignment Alerts for Workforce Planning Manage Draft Assignment Alerts for Workforce Planning View Closed Assignment Alerts for Workforce Planning Messages Send a Message for Workforce Planning Respond to a Workforce Planning Message Manage Your Inbox for Workforce Planning Manage Programmed Messages for Workforce Planning Manage Draft Messages for Workforce Planning Manage Starred Messages for Workforce Planning Manage Sent Messages for Workforce Planning Manage Archived Messages for Workforce Planning View Read Receipts for Messages Sent in Workforce Planning Notifications View Notifications in Workforce Planning Dashboards Workforce Planning Dashboards View the Activity Dashboard View the Map Dashboard View the Totals Dashboard Search and Filter the Totals Dashboard Export the Totals Dashboard View and Configure the Project Labour Graph Reports Workforce Planning Reports Export the Assignment History Report Export the Availability Look-Ahead Report Export the Tags Requiring Action Report Export the Workforce Report Create Saved Reports in Workforce Planning Edit or Delete Saved Reports in Workforce Planning
