Did you know?
As a Project Leader, once you identify a workforce need, you can create a User Profile that serves both as a placeholder for a future team member and as a Workforce Request. This allows you to initiate the resource allocation process while continuing to plan your project in the meantime.
How?
- Open your project in Project Planning app, and navigate to the Members tab.
- Use the ‘Create user Profile’ command to create a new User Profile.
- Enter the User Profile name, select the required business role, and specify the skills the person should have.
- Define the required capacity, including the time period and workload percentage.
- Assign the request to a Resource Manager, who will review the request and identify the best candidate to meet the business need.
Note:
Since workforce requests are managed across both project management and workforce planning, you would need to have both the Project Planner (XPP-OC) and Workforce Manager (XWO-OC) roles assigned to you in order to create a new user profile.
