View the Assignments Boards
Objective
To view the Assignments Boards and see a single-day view of all active people and projects for Workforce Planning.
Background
The Assignments Boards allows you to see a single-day view of all active people and projects. You can see all active projects along with the workforce requests and workforce assignments for each project. You can also set defaults for how you want to view the Assignments Boards.
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
'Read Only' level 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.
- '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.
- Additional Information:
- You can set your default viewing configurations in your tool Settings.
Steps
To view the information you want to see on the Assignments Boards:
- Configure your Default View
- View the Assignment Boards
- View the Assignment Board for a Specific Project
Configure your Default View
To set your defaults when viewing the Assignment Boards, follow these steps:
- Navigate to the Company level Workforce Planning tool.
- Click the Configure Settings
icon. - Click View Preferences.
- Locate the 'Boards Page' section and update the following settings:
- Resource Bench - Card Subtitles. Select to update what information displays under the person's name in the 'resource bench'. See What is the 'resource bench' in Workforce Planning?
- Project Boards - Card Subtitles. Select to update what information displays under the person's name for workforce assignments and under the job title for workforce requests.
- Show Requests per Viewing Day Only. Move the toggle to the ON position to only show workforce requests for the day you are viewing on the Assignments Boards.
- Click Save.
- Click Assignments and select Boards.
- Navigate to the Configure
icon on the Assignment Boards and update the following setting:
- Multiple Column Layout. Mark the tickbox to show two columns of projects.
- Click Apply.
View the Assignments Boards
To view the Assignment Boards, follow these steps:
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Boards.
- Select the Group.
- Select your date.
- Click Save.
View the Assignment Board for a Specific Project
- Navigate to the Company level Workforce Planning tool.
- Click Projects and select Project List.
- Click the project name.
- Click View Board.
You will be navigated to the Assignments Board view for the project.
Note: Additional projects may show if the there are projects with similar names.