Create Saved Views in Workforce Planning

Objective

To create saved views in Workforce Planning.

Background

Tools within Workforce Planning, such as the Assignments List, Assignments Board, Assignments Gantt, People List, Request List and Time Off list allow you to view information about your workforce, as well as search, sort and filter to find the information you need.

Within each of these tools, you can save your view to easily access in the future.

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 save your view on the People List, 'Read Only' permissions or higher on the Workforce Planning tool with 'View People' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
  • To save your view on the Assignments List, Assignments Board and Assignments Gantt, 'Read Only' permissions or higher on the Workforce Planning tool with 'View Assignments' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
  • To save your view on the Request List, 'Read Only' permissions or higher on the Workforce Planning tool with 'View Requests' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
  • To save your view on the Time Off List, 'Read Only' permissions or higher on the Workforce Planning tool with 'View People Time Off' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
  • To save your view of the Totals Dashboard, 'Read Only' permissions or higher on the Workforce Planning tool with the 'Access to Totals Page' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
• Additional Information:
  • You can access saved views under the relevant Assignments, Requests and Time Off drop-down menus.
  • You can edit the name and visibility of saved views. See Edit Saved Views in Workforce Planning.

Prerequisites

To save your view in the following tools, you'll want to take these actions in advance:

• Assignments List
  • View the Workforce Assignments List
  • Search, Sort and Filter the Workforce Assignments List
• Assignments Boards
  • View the Assignments Boards
  • Search, Sort and Filter Projects on the Assignments Boards
• Assignments Gantt
  • View the Assignments Gantt
  • Search and Filter the Assignments Gantt
• People List
  • View the People List
  • Search, Sort and Filter the People List
• Request List
  • View the Workforce Request List
  • Search, Sort and Filter the Workforce Request List
• Time Off List
  • View the Time Off List
  • Search, Sort and Filter the Time Off List
• Totals Dashboard
  • View the Totals Dashboard
  • Search and Filter the Totals Dashboard

Steps

Follow these steps once you have configured your columns, sort order and filters in the relevant tool:

1. Click the save  icon to save your view.
2. Enter the View Name.
3. Select the Share Type:
   • Private. Select if the view is only available to you.
   • Individuals. Select if the view is available to you and specific people in Workforce Planning, then select which individuals to Share With. See Add People to Workforce Planning.
   • Groups. Select if the view is available to you and specific groups in Workforce Planning, then select which groups to Share With. See Configure Groups for Workforce Planning.
4. Click Save.
5. Access the saved view by clicking the relevant Assignments, Request, or Time Off drop-down menu.

Next Steps

• Edit or Delete Saved Views in Workforce Planning

See Also

• Workforce Planning