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Create a Labour Plan

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Objective

To create a labour plan for your project in the Workforce Planning tool.

Background

Creating a labour plan helps to visualise you labour and forecasting needs and allows you to simplify project setup by bulk creating workforce requests. You can create a labour plan from the Project Details and Assignments Gantt.

After you have created your labour plan and filled your workforce requests, you can make adjustments to your plan by shifting your project or using the Assignments Gantt.

Things to Consider

Steps

You can create a labour plan from two (2) places in Workforce Planning:

Create a Labour Plan from Project Details

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List from the drop-down menu.
  3. Click the project.
  4. Under 'Create Labour Plan' click Create.
  5. Enter the information for your labour plan.
    Note: If you enter a number for maximum peak workers, the curve will try to not assign more than the entered number at the peak of the curve.
  6. Select your labour curve.
  7. Click Next.
  8. If you selected a Custom Curve, click and drag the marker to the desired peak. Then click Next.
  9. Under the 'Requests' section, enter the information for the workforce requests.
    • Click the vertical ellipsis icon-ellipsis-vertical.png to add rows above or below, copy a row or delete a row.
       Tip
      To see more rows at a time, collapse the 'Project Details' section.
  10. Click Add Requests.

Create a Labour Plan from Assignments Gantt

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Gantt from the drop-down list.
  3. Under the desired project, click the ellipsis icon-ellipsis-wfp.png and select Create Labour Plan.
  4. Enter the information for your labour plan.
    Note: If you enter a number for maximum peak workers, the curve will try to not assign more than the entered number at the peak of the curve.
  5. Select your labour curve.
  6. Click Next.
  7. If you selected a Custom Curve, click and drag the marker to the desired peak. Then click Next.
  8. Under the 'Requests' section, enter the information for the workforce requests.
    • Click the vertical ellipsis icon-ellipsis-vertical.png to add rows above or below, copy a row or delete a row.
       Tip
      To see more rows at a time, collapse the 'Project Details' section.
  9. Click Add Requests.
  10. Click Save.