Create Saved Views in Workforce Planning
Objective
To create saved views in Workforce Planning.
Background
Tools within Workforce Planning, such as the Assignments List, Assignments Board, Assignments Gantt, People List, Request List, and Time Off list allow you to view information about your workforce, as well as search, sort, and filter to find the information you need.
Within each of these tools, you can save your view to easily access in the future.
Things to Consider
- Required User Permissions
- You can access saved views under the relevant Assignments, Requests, and Time Off drop-down menus.
- You can edit the name and visibility of saved views. See Edit Saved Views in Workforce Planning.
Prerequisites
To save your view in the following tools, you'll want to take these actions in advance:
- Assignments List
- Assignments Boards
- Assignments Gantt
- People List
- Project List
- Request List
- Time Off List
- Totals Dashboard
Steps
Follow these steps once you have configured your columns, sort order, and filters in the relevant tool:
- Click the save
icon or click Save View to save your view. - Enter the View Name.
- Select the Share Type:
- Private. Select if the view is only available to you.
- Individuals. Select if the view is available to you and specific people in Workforce Planning, then select which individuals to Share With. See Add People to Workforce Planning.
- Groups. Select if the view is available to you and specific groups in Workforce Planning, then select which groups to Share With. See Configure Groups for Workforce Planning.
- Click Save.
- Access the saved view by clicking the relevant Assignments, Request, or Time Off drop-down menu.