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Add or Edit Custom Fields for a Workforce Assignment

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Objective

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

Background

Workforce assignments allow you to manage your workforce by assigning resources to projects. Custom fields allow you to capture additional information about the workforce assignments you are managing.

Things to Consider

Prerequisites

Steps

You can edit custom fields for workforce assignments from three (3) places in Workforce Planning:

Next Steps

Add or Edit a Custom Field from the Assignments List

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Assignments List.
  3. Locate the workforce assignment  to edit and click the gear icon-gear-wfp.png icon.
  4. Locate the 'Custom Fields' section.
    Note: Custom fields created for assignments appear at the bottom of the 'Info' section.
  5. Add or edit the information for the custom field.
  6. Choose an option to save the assignment:
    • Click Save. 
    • Select the caret icon-caret-wfp.png icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See What is an assignment alert in Workforce Planning?
      • Optional: Update the 'Subject'.
      • Optional: Update the 'Alert Content'
      • Select when to send the alert:
        • Send Now. Select this to send the alert immediately, then click Send.
          Note: This will send the alert immediately based on the default or project assignment alert settings.
        • Programme. Move the toggle to the ON position to programme the alert to be sent in the future.
          Note: You can edit or send the programmed alert at a later time. See Manage Programmed Assignment Alerts.
          1. Select the Date and Time to send the alert.
          2. Click Save.
        • Save Draft. Select this to save the alert as a draft. Then click Save.
          Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.

Add or Edit a Custom Field from the Assignments Gantt

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Gantt.
  3. Select the Project Assignment Bar representing the assignment that you want to change.
  4. Click Configure.
  5. Select Working Day Splits and click Apply. 
  6. Click the coloured bar of the day(s) to edit.
  7. Select Edit This Occurrence to edit specific days of the assignment.
    OR
    Select Edit Total Assignment to edit the entire assignment.
  8. Locate the 'Custom Fields' section.
    Note: Custom fields created for assignments appear at the bottom of the 'Info' section.
  9. Add or edit the information for the custom field.
  10. Choose an option to save the assignment:
    • Click Save. 
    • Select the caret icon-caret-wfp.png icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See What is an assignment alert in Workforce Planning?
      • Optional: Update the 'Subject'.
      • Optional: Update the 'Alert Content'
      • Select when to send the alert:
        • Send Now. Select this to send the alert immediately, then click Send.
          Note: This will send the alert immediately based on the default or project assignment alert settings.
        • Programme. Move the toggle to the ON position to programme the alert to be sent in the future.
          Note: You can edit or send the programmed alert at a later time. See Manage Programmed Assignment Alerts.
          1. Select the Date and Time to send the alert.
          2. Click Save.
        • Save Draft. Select this to save the alert as a draft. Then click Save.
          Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.