Useful Tip✅ Use the Side Panel in Workforce Allocation View

Did you know?

To handle workforce requests, the Resource Manager uses the Workforce Allocation view, available from the Workforce Management app home page (XWO-OC).

 

There are two ways to access pending requests: 

  • From the lower panel of the view 

  • Through the side panel

 

Using the side panel makes it easy to access requests scheduled beyond the time frame currently visible in the main view, helping ensure no requests are missed.

 

The Actions tab also provides a quick overview of all requests awaiting your approval.

 

 

How?

 

  1. In the Workforce Allocation view, use the My Actions command to open the side panel.

  2. Workforce requests and actions are grouped by project, with the number of items displayed next to each tab heading.

  3.  Select a request from the side panel. The main view automatically centers on the selected request, making it easy to locate and manage it.