Overview


Creating Workforce Requests is an efficient way to let your team know that you need another Resource on a particular Project. When you're not sure which Resource you need, or you don't have the permission level to create Assignments, then Workforce Requests are the way to go. Workforce Requests for future dates are also beneficial in forecasting the cost for Projects and Workforce.


This article will provide instructions on making Workforce Requests in each available location in LaborChart.


The Boards Page


  • Begin by locating your desired Project, then select the three dots located at the far right end of the Project name line
  • Select Create Request from the drop down menu


dropdown


  • Within the Request modal, enter the necessary details such as start/end times and dates and the preferred Tags of the person willing the Request
  • If the Request does not require a specific Job Title, you can leave that section blank to create a generic Request
  • Scope of Work (optional): Whatever is typed here will populate into the Assignment Alert that is created upon filling the Request
  • Comments (optional): Will not be included in Alerts. Only Users given permission to view comments will be able to see them


details


The Workforce Requests for each Project are displayed within the blue Request Field.


field


The Gantt Page


  • Begin by locating your desired Project, then select the three dots located at the far right end of the Project name line
  • Select Create Request from the drop down menu


gantt


  • Within the Request modal, enter the necessary details such as start/end times and dates and the preferred Tags of the person willing the Request
  • If the Request does not require a specific Job Title, you can leave that section blank to create a generic Request
  • Scope of Work (optional): Whatever is typed here will populate into the assignment alert that is created upon filling the Request
  • Assignment Instructions (optional): Will also be populated into the Assignment Alert
  • Comments (optional): Will not be included in Alerts. Only Users given permission to view comments will be able to see them


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


bar


The Requests Page


Creating a Request from the Requests Page involves a nearly identical process to the rest of the platform. The only difference is that you will begin creating the Request before you select the Project.

  • Begin by selecting the orange NEW button in the upper left corner of the page
  • The Request modal will populate and you will enter the desired details


request


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