Overview


Creating Workforce Requests is an efficient way to let your team know that you need another Resource on a particular Project. When you aren't sure exactly which Resource you want, or you don't have the Permission Level to create Assignments, then a Workforce Request is the way to go.


Creating the Request


You can create a Workforce Request by:

  • From the Gantt Page, make sure you are viewing the Project view on the top left of the page
  • On the Project name bar, select the Three Dots on the far right side
  • Select New Request from the drop-down options


new


This will populate the Request modal where you'll enter the details of your Workforce Request. Then, select Save. Below are further details of the Request modal.

  • Job titles are not required for Workforce Requests
  • In order to create a Request, the start and end dates must be on selected working day
  • Scope of Work & Assignment Instructions (optional): Items entered here will automatically generate in the Assignment Alert that is created upon fulfillment of the Request
  • Comments (optional): This information will not be included in Assignment Alerts and only users given the Permission Level to view comments will be able to see them


modal


Once the required fields are entered, a Blue Save button will appear in the upper right corner of the modal.

Upon selecting Save, the modal will close and the Request entered will appear at the bottom of each Project under the blue Request Bar, as shown below.


bar


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