Workforce Planning

• Manage Projects
  • Create Projects in Workforce Planning
  • Edit Project Details in Workforce Planning
    • Manage Attachments for Projects in Workforce Planning
    • Create Project Categories for Workforce Planning
    • Add or Edit Custom Fields for Projects in Workforce Planning
    • Create Notes About Projects in Workforce Planning
    • Add or Edit Tags for Projects in Workforce Planning
      • View Tag Attachments for Projects
    • Assign Project Roles for Workforce Planning
  • Bulk Edit Projects in Workforce Planning
  • Delete or Inactivate a Project in Workforce Planning
  • Bulk Delete Projects in Workforce Planning
  • View Activity about a Project in Workforce Planning
• Manage Workforce
  • Add People to Workforce Planning
  • Edit People in Workforce Planning
    • Manage Attachments for People in Workforce Planning
    • Add or Edit Custom Fields for People in Workforce Planning
    • Create Notes About People in Workforce Planning
    • Add or Edit Tags for People in Workforce Planning
      • View Tag Expiration Dates and Attachments for People
    • Assign or Edit a User's Notification Profile in Workforce Planning
    • Change a User's Permission Template in Workforce Planning
  • Bulk Edit People in Workforce Planning
  • Delete or Inactivate People in Workforce Planning
  • Bulk Delete People in Workforce Planning
  • View Activity about a Person in Workforce Planning
• Time Off
  • Create Time Off in Workforce Planning
  • View and Edit Time Off in Workforce Planning
  • Download the Time Off List
  • Delete Time Off in Workforce Planning
  • Bulk Delete Time Off in Workforce Planning
•  Workforce Requests
  • Create a Workforce Request
  • Edit a Workforce Request
    • Add or Edit Custom Fields for a Workforce Request
  • Bulk Edit Workforce Requests
  • Fill a Workforce Request
  • Delete a Workforce Request
  • Bulk Delete Workforce Requests
• Workforce Assignments
  • Create a Workforce Assignment
  • Create Workforce Assignments Using Rapid Assign
  • Edit a Workforce Assignment
    • Add or Edit Custom Fields for a Workforce Assignment
  • Bulk Edit Workforce Assignments
  • End a Workforce Assignment
  • Delete a Workforce Assignment
  • Bulk Delete Workforce Assignments
• View Workforce Planning
  • View the People List
    • Search, Sort, and Filter the People List
    • Export the People List
  • View the Projects List
    • Search, Sort, and Filter the Project List
    • Export the Project List
  • View the Workforce Assignments List
    • Sort and Filter the Workforce Assignments List
    • Export the Workforce Assignments List
  • View the Assignments Boards
    • Search, Sort, and Filter People on the Assignments Boards
    • Search, Sort, and Filter Projects on the Assignments Boards
  • View the Assignments Gantt
    • Search and Filter the Assignments Gantt
    • Export the Assignments Gantt
  • View the Workforce Requests List
    • Search, Sort, and Filter the Workforce Requests List
    • Export the Workforce Request List
  • View the Time Off List
    • Search, Sort, and Filter the Time Off List
    • Export the Time Off List
  • Create Saved Views in Workforce Planning
  • Edit or Delete Saved Views in Workforce Planning

Settings

• Configure Workforce Planning Permissions
  • Create Permissions Templates for Workforce Planning
  • Edit Permissions Templates for Workforce Planning
  • Delete Permissions Templates for Workforce Planning
• Configure Workforce Planning Settings
  • Configure Assignment and Request Statuses for Workforce Planning
  • Configure Company Details in Workforce Planning
  • Configure Costing in Workforce Planning
  • Configure Custom Fields for Workforce Planning
  • Configure Groups for Workforce Planning
  • Configure Job Titles for Workforce Planning
  • Configure QR Codes for Workforce Planning
    • Create QR Codes for People
    • Create QR Codes for Projects in Workforce Planning
  • Configure Sensitive Fields for Workforce Planning
  • Configure Tags for Workforce Planning
• Configure Communications Settings
  • Configure Default Assignment Alerts for Workforce Planning
  • Create Custom Assignment Alerts for Projects
  • Configure Notification Profiles for Workforce Planning
  • Set Up Your SMS and Email Signature in Workforce Planning

Communications

• Alerts
  • Send Assignment Alerts in Workforce Planning
  • Respond to Assignment Alerts for Workforce Planning
  • Manage Open Assignment Alerts for Workforce Planning
  • Managed Scheduled Assignment Alerts for Workforce Planning
  • Manage Draft Assignment Alerts for Workforce Planning
  • View Closed Assignment Alerts for Workforce Planning
• Messages
  • Send a Message for Workforce Planning
  • Respond to a Workforce Planning Message
  • Manage Your Inbox for Workforce Planning
  • Manage Scheduled Messages for Workforce Planning
  • Manage Draft Messages for Workforce Planning
  • Manage Starred Messages for Workforce Planning
  • Manage Sent Messages for Workforce Planning
  • Manage Archived Messages for Workforce Planning
• Notifications
  • View Notifications in Workforce Planning

Dashboards

• Workforce Planning Dashboards
  • View the Activity Dashboard
  • View the Map Dashboard
  • View the Totals Dashboard
    • Search and Filter the Totals Dashboard
    • Export the Totals Dashboard
  • View and Configure the Project Workforce Graph

Reports

• Workforce Planning Reports
  • Export the Assignment History Report
  • Export the Availability Look-Ahead Report
  • Export the Tags Requiring Action Report
  • Export the Workforce Report
  • Create Saved Reports in Workforce Planning
  • Edit or Delete Saved Reports in Workforce Planning