Overview


One easy way to fill a Workforce Request is from the Gantt Page, which shows a multi-day view. This article will show you where Workforce Requests are located and how to fill them.


Locating and Filling a Request


On the Gantt Page, Workforce Requests are located at the bottom of each Project area. The open Requests section is highlighted in blue at the bottom of each applicable Project section. You can also find Requests faster by applying the "Only Show Requests" Filter.

To fill a Request:

  • Click anywhere on the Request color bar for the particular Request
  • Select the Fill Request button, and choose your Resource from the Drop-Down


drop down

new


Once you have selected a Resource from the Drop-Down, the Resource's Assignment window will populate and allow you to see if there is any potential for overlapping Assignments. Ensure all information in the Assignment Details is correct.


overlap


You can now Save the Assignment, or Save & Alert to send the new Assignment Details to the assignee. Once you've made your selection, the Assignment will populate in the Projects area of the Gantt Page.


Click HERE to watch the video relating to this article.


Thank you for reading this support article. Please refer to the support library for regularly updated support documents.