Add or Edit Custom Fields for a Workforce Request
Objective
To add or edit custom fields for a workforce request in Workforce Planning.
Background
Workforce requests are an efficient way to let your team know that you need a workforce resource for a particular project. Custom fields allow you to capture additional information about the workforce requests you are making.
Things to Consider
- Required User Permissions:
Steps
You can add or edit custom fields on workforce requests from three (3) places in Workforce Planning:
Edit a Custom Field from the Request List
- Navigate to the Company level Workforce Planning tool.
- Click Requests and select Requests List.
- Locate the workforce request to edit and click the Gear
icon.
- Locate the 'Custom Fields' section.
Note: Custom fields created for requests appear at the bottom of the 'Info' section.
- Add or edit the information for the custom field.
- Click Save.
Edit a Custom Field from the Assignment Boards
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Boards.
- Locate the workforce request to edit.
- Hover over the request and click the Gear
icon
- Locate the custom field.
Note: Custom fields created for requests appear at the bottom of the 'Info' section.
- Add or edit the information for the custom field.
- Click Save.
Edit a Custom Field from the Assignment Gantt
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Gantt.
- Locate the workforce request to edit and click the colored bar.
- Click Edit Request.
- Locate the custom field.
Note: Custom fields created for requests appear at the bottom of the 'Info' section.
- Add or edit the information for the custom field.
- Click Save.