Edit 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. You can 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. You can edit workforce requests at any time.
Things to Consider
- Required User Permissions:
- Additional Information
Steps
You can edit requests from three (3) places in Workforce Planning:
Edit a Workforce Request from the Request List
You can edit workforce request information from two (2) places on the Requests List:
Edit Request Information Inline
You can edit information directly on the Requests List by making inline edits.
- Navigate to the Company level Workforce Planning tool.
- Click Requests and select Requests List.
- Right click OR double click the information in the row and column that you want to edit.
Note: Fields that are editable inline have an orange border. If there is a black border, you cannot edit the field inline, but can from the Request Details.
- Add or edit the information.
- Click Save.
Edit Request Information from Request Details
- Navigate to the Company level Workforce Planning tool.
- Click Requests and select Requests List.
- Locate the workforce request you want to edit and click the gear icon.
- Edit the 'Request Details':
Note: Fields with an asterisk (*) are required.
- Project*. Enter the Project that the request is for.
- Category. Enter the category of the request.
- Subcategory. Enter the subcategory of the request.
- Needed Job Title. Enter the Job Title needed for the request.
- Status. Select the request status. See Configure Assignment and Request Statuses for Workforce Planning.
- Working Days. Enter the working days needed for the request.
- Tags. Select the tags for the request. See Configure Tags for Workforce Planning.
- Quantity. Enter how many request to create.
- Start Day*. Enter the first day of work for the request.
- Date. Enter the specific start date for the request.
OR
- Project Start. Select the project start date as the start date for the request.
- End Day*.
- Date. Enter the specific end date for the request.
OR
- Weeks. Enter how many weeks the request is for.
OR
- Project End. Select the project end date as the end date for the request.
- Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Workforce Allocation Type?
- Work Hours Start*. If you selected 'Hours', enter the time of day the assignment begins.
- Work Hours Start*. If you selected 'Hours', enter the time of day the assignment ends.
- Percent Allocated. If you selected 'Percent', enter the percent allocated to the assignment
- Optional: Custom Fields. Enter information for any request custom fields. See Configure Custom Fields for Workforce Planning.
- 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?
- 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?
- 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?
- Click Save.
Edit a Workforce Request from Assignment Boards
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Boards.
- Locate the workforce request you want to edit.
- Hover over the request and click the gear icon
- Edit the 'Request Details':
Note: Fields with an asterisk (*) are required.
- Project*. Enter the Project that the request is for.
- Category. Enter the category of the request.
- Subcategory. Enter the subcategory of the request.
- Needed Job Title. Enter the Job Title needed for the request.
- Status. Select the request status. See Configure Assignment and Request Statuses for Workforce Planning.
- Working Days. Enter the working days needed for the request.
- Tags. Select the tags for the request. See Configure Tags for Workforce Planning.
- Quantity. Enter how many request to create.
- Start Day*. Enter the first day of work for the request.
- Date. Enter the specific start date for the request.
OR
- Project Start. Select the project start date as the start date for the request.
- End Day*.
- Date. Enter the specific end date for the request.
OR
- Weeks. Enter how many weeks the request is for.
OR
- Project End. Select the project end date as the end date for the request.
- Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Workforce Allocation Type?
- Work Hours Start*. If you selected 'Hours', enter the time of day the assignment begins.
- Work Hours Start*. If you selected 'Hours', enter the time of day the assignment ends.
- Percent. If you selected 'Percent', enter the percent allocated to the assignment
- Optional: Custom Fields. Enter information for any request custom fields. See Configure Custom Fields for Workforce Planning.
- 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?
- 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?
- 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?
- Click Save.
Edit a Workforce Request from Assignment Gantt
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Gantt.
- Locate the workforce request you want to edit and click the colored bar.
- Click Edit Request.
- Edit the 'Request Details':
Note: Fields with an asterisk (*) are required.
- Project*. Enter the Project that the request is for.
- Category. Enter the category of the request.
- Subcategory. Enter the subcategory of the request.
- Needed Job Title. Enter the Job Title needed for the request.
- Status. Select the request status. See Configure Assignment and Request Statuses for Workforce Planning.
- Working Days. Enter the working days needed for the request.
- Tags. Select the tags for the request. See Configure Tags for Workforce Planning.
- Quantity. Enter how many request to create.
- Start Day*. Enter the first day of work for the request.
- Date. Enter the specific start date for the request.
OR
- Project Start. Select the project start date as the start date for the request.
- End Day*.
- Date. Enter the specific end date for the request.
OR
- Weeks. Enter how many weeks the request is for.
OR
- Project End. Select the project end date as the end date for the request.
- Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Workforce Allocation Type?
- Work Hours Start*. If you selected 'Hours', enter the time of day the assignment begins.
- Work Hours Start*. If you selected 'Hours', enter the time of day the assignment ends.
- Percent. If you selected 'Percent', enter the percent allocated to the assignment
- Optional: Custom Fields. Enter information for any request custom fields. See Configure Custom Fields for Workforce Planning.
- 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?
- 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?
- 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?
- Click Save.