Configure Assignment and Request Statuses for Workforce Planning
Objective
To configure assignment and request statuses for Workforce Planning.
Background
Workforce Planning allows you to receive workforce requests and make workforce assignments, to manage your workforce. Additionally, you can create assignment and request statuses to help you organize and manage the requests you are receiving and assignments you are making. Visibility of assignments with certain statuses is controlled by what status(es) the user has access to within their permission level. This means that workforce managers can create assignments at different stages (for example, pending, forecasted, live) without giving unwanted access to that information.
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 the 'View Status Settings' and 'Edit Status Settings' 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 manage user visibility of assignments and requests based on their statuses using permissions templates. See Create Permissions Templates for Workforce Planning.
- If a user has permission to view all statuses, the status field is not required when creating assignments or requests.
- If a user has permission to view only to certain statuses, the status field is required when creating requests or assignments.
- Statuses are visible on Assignments Boards, Assignments Gantt, the Assignment List and Request List.
- If the user also has permission to edit assignments and/or requests, the statuses can be edited at any time from these locations.
Prerequisites
- User visibility of assignment and requests is managed in Workforce Planning Permissions. A user can only be assigned one set of permissions in Workforce Planning. It is recommended that you configure user permissions in advance. See Create Permissions Templates for Workforce Planning.
Steps
Status Name and Color
- Navigate to the Company level Workforce Planning tool.
- Click the Configure Settings
icon. - Select Assignment/Request Statuses.
- Click New.
- Configure the status with the following properties:
- Name. Enter the name of the status.
- Abbreviation (5 Characters). Enter the abbreviation for the status, limited to five (5) characters.
- Color. Enter the color of the Status.
- Click Save.
Status Visibility
- Navigate to the Company level Workforce Planning tool.
- Click the Configure Settings icon.
- Select Permissions.
- Locate the Permission level you want to update, and click Edit. See Edit Permissions Templates for Workforce Planning.
OR
Click New to create a new Permission template. Create Permissions Templates for Workforce Planning. - Locate the 'Statuses' section.
- Mark the checkbox Can View All Statuses to allow users with this permission level to view all statuses.
OR
Clear the checkbox Can View All Statuses. Next, select from the dropdown list which assignment and request statuses should be visible for users with that permission level. - Click Save.