Add or Remove Requests from Categories

Objective

To add or remove requests from categories in Workforce Planning.

Background

You can add your requests to project categories to organise your work on the New Assignments Gantt.

Things to Consider

• Required User Permissions

Prerequisites

• Create and Manage Categories in Workforce Planning

Steps

1. Navigate to the Company level Workforce Planning tool.
2. Click Assignments and select New Gantt (Beta).
3. On the grid side of the page, locate the request.
4. Take one of the following actions:
   • To add it to a category, click and hold the request. Move the request to hover over the category or location in the category using a drag-and-drop operation.
   • To remove it from a category, click and hold the request. Move the request to hover over the project name using a drag-and-drop operation.

See Also

• Create and Manage Categories in Workforce Planning
• Add and Remove Assignments from Categories