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Configure Groups for Workforce Planning

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Objective

To configure groups and set your default group for Workforce Planning.

Background

Groups are how all projects and people are organised for Workforce Planning. When using any tool in Workforce Planning, such as those used to manage people, projects, assignments or requests, the information displayed will be in the context of the group. People and projects can be assigned to multiple groups.

 Some commonly used Groups are:

  • Branch Offices
  • Internal Divisions or Sectors
  • Trades
  • Local Unions
  • Project Managers

You can configure groups as well as your default group in Workforce Planning settings.

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
    • To configure groups, 'Read Only' permissions or higher on the Workforce Planning tool with the 'View Group Settings' and 'Edit Group Settings' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
    • To set your default group, 'Read Only' permissions or higher on the Workforce Planning tool.
  • Additional Information
    •  All people and projects can be associated with multiple groups, but must be associated with at least one group. 
    • When a person is 'Assignable' and belongs to more than one group, they can be given workforce assignments in any group they are a part of.
    • When a person is a 'User' or 'Both' and belongs to more than one group, they can sign in and see the People and Projects for the groups they are apart of.
      Note: Viewing information is still controlled by role-based permissions. See Create Permissions Templates for Workforce Planning.
    • All active people, projects, job titles and tags must be removed from a group before you can delete it.

Steps

Follow these steps to:

Configure Groups

  1. Navigate to the Company level Workforce Planning tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Groups.
  4. Click New.
  5. Configure your group with the following properties:
    Note: Required fields are marked with an asterisk (*).
    1. Group Name. Enter the group's name.
    2. Timezone. Select the group's timezone.
    3. Group Address. Enter the group's street address.
    4. Group Address 2. Enter the group's street address, continued.
    5. City/Town. Enter the group's city or town.
    6. State/Province. Enter the group's state or province.
    7. Postcode. Enter the group's postcode.
    8. Country. Enter the project's country.
    9. Contact Name. Enter the group's contact name.
    10. Contact Phone. Enter the group's contact phone number.
    11. Contact Email. Enter the group's contact email address.
    12. Colour. Select the the group's colour.
    13. Picture. Add the group's picture.
    14. Icon. Select the group's icon.
  6. Click Save.

Set your Default Group

To set the default group that is displayed when you log in to workforce planning, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click View Preferences.
  4. Under 'Default Group', select your default group.
  5. Click Save.

Edit a Group

  1. Navigate to the Company level Workforce Planning tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Groups.
  4. Click Edit next to the group to edit.
  5. Update the relevant information.
  6. Click Save.

Delete a Group

  1. Navigate to the Company level Workforce Planning tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Groups.
  4. Click Delete next to the group to delete.
  5. Type 'Yes' and click Delete to delete.

See Also