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Create a Workforce Request

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Objective

To create a workforce request.

Background

Workforce requests are an efficient way to let your team know that you need a workforce resource for a particular project. Create a workforce request when you need a resource but aren't sure who to assign or if you do not have permissions to create assignments yourself.

Once a request is created, a resource can be assigned to fill that request. See Fill a Workforce Request. 

Things to Consider

  • Required User Permissions:
  • Additional Information
    • Workforce requests can be made from three (3) different places within the Workforce Planning tool, Assignment Boards, Assignment Gantt and Workforce Requests List.
    • Workforce requests are displayed within the open 'Requests' section of each project.

Prerequisites

Set up the following fields in advance if adding information for:

Video

 
  

Steps

You can create requests from three (3) places in Workforce Planning:

Create a Workforce Request from the Requests List

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Requests and select Requests List from the drop-down menu.
  3. Click New.
  4. Fill in the 'General' request information.
  5. Optional: Custom Fields. Enter information for any request custom fields. See Configure Custom Fields for Workforce Planning.
  6. Optional: Select Scope of Work to describe the scope of work.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request. See What is an assignment alert in Workforce Planning?
  7. Optional: Select Assignment Instructions to provide additional instructions.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request. See What is an assignment alert in Workforce Planning?
  8. Optional: Select Comments to add any comments. 
    Note: Information entered here is NOT added to any assignment alerts. See What is an assignment alert in Workforce Planning?
  9. Click Save.

Create a Workforce Request from Assignments Boards or Gantt

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Boards from the drop-down list.
    OR
    From the Project Name heading bar, click the ellipsis icon-ellipsis-wfp.png and select Create Request.
  3. Under the desired project, click the ellipsis icon-ellipsis-wfp.png and select Create Request.
  4. Fill in the 'General' request information.
  5. Optional: Custom Fields. Enter information for any request custom fields. See Configure Custom Fields for Workforce Planning.
  6. Optional: Select Scope of Work to describe the scope of work.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request. See What is an assignment alert in Workforce Planning?
  7. Optional: Select Assignment Instructions to provide additional instructions.
    Note: Information entered here is automatically added to the assignment alert for the assignee who is fulfilling the request. See What is an assignment alert in Workforce Planning?
  8. Optional: Select Comments to add any comments. 
    Note: Information entered here is NOT added to any assignment alerts. See What is an assignment alert in Workforce Planning?
  9. Click Save.