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changes.mady.by.user Anna Ciepłota

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changes.mady.by.user Anna Ciepłota

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nameGO TO - Workload plans tab

  1. Insert excerpt
    Interface and Navigation
    Interface and Navigation
    nameNAV - wrench icon
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    Interface and Navigation
    Interface and Navigation
    nameNAV - wrench icon - resources
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    Interface and Navigation
    Interface and Navigation
    nameNAV - Administration - Workload plans
    nopaneltrue

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nameGO TO - Workload plan details

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    Interface and Navigation
    Interface and Navigation
    nameNAV - wrench icon
    nopaneltrue

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    Interface and Navigation
    Interface and Navigation
    nameNAV - wrench icon - resources
    nopaneltrue

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    Interface and Navigation
    Interface and Navigation
    nameNAV - Administration - Workload plans
    nopaneltrue

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    Interface and Navigation
    Interface and Navigation
    nameNAV - Administration - Workload plan details
    nopaneltrue

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nameGO TO - Assigned resources

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    Interface and Navigation
    Interface and Navigation
    nameNAV - wrench icon
    nopaneltrue

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    Interface and Navigation
    Interface and Navigation
    nameNAV - wrench icon - resources
    nopaneltrue

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    Interface and Navigation
    Interface and Navigation
    nameNAV - Administration - Workload plans
    nopaneltrue

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    Interface and Navigation
    Interface and Navigation
    nameNAV - Administration - Workload plan details
    nopaneltrue

  5. Click the Assigned resources icon (blue star) assigned resources workload plan.pngImage Added.

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nameIMG - MINI - Workload Plan tab
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nameIMG - MINI - Assigned resources
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nameMINI - WP details - Basic
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nameMINI - WP details - Max weekly workload

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nameMINI - WP details - Workload distribution
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nameMINI - WP details - Default

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nameSTEPS - add new WP

  1. Click the Add new button

  2. Provide

    1. workload plan name

    2. code

    3. code color

    4. description

  3. Click Save

  4. Go to the workload plan details (blue star) page to set

    1. max weekly workload

    2. work hours

  5. Click Save

Workload plans (add).mp4
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nameSTEPS - edit WP (basic)

  1. Click the Edit icon (blue star) Edit.pngImage Added

  2. Modify workload plan

    1. name

    2. code

    3. code color

    4. description

  3. Click Save

workload plan - edit (basics).mov
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nameSTEPS - edit WP (all attributes)

  1. To access workload plan details, click the

    1. workload plan name OR

    2. the Details icon (blue star)

  2. Edit workload plan attributes

  3. Click Save

workload plan - edit (details icon).mov
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nameSTEPS - delete WP (bin icon)

  1. In the Workload plans tab, click the Delete icon (blue star)

  2. Click Delete

workload plan - delete (bin icon).mov
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nameSTEPS - delete WP (Delete button)

  1. Go to the workload plan details

  2. Click Delete

  3. Click Delete to confirm

DELETE - workload plan (workload plan details) .mov

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nameAA - workload plans (workload plan assignments)

Available Actions:

  • add - workload plan assignment

  • delete - workload plan assignment

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nameSTEPS - ADD plan to users

  1. Click the Assigned resources icon (blue star) assigned resources workload plan.pngImage Added

  2. Provide assignment details

    1. User name

    2. enter efficiency

    3. enter start date

  3. Click the add button (blue star)

  4. Click Assign to confirm

  5. To review all workload plans assigned to a user, click on a user name to go to their page

ADD user to a plan.mov
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nameSTEPS - DELETE users from a plan

  1. Click the Assigned resources icon (blue star) assigned resources workload plan.pngImage Added

  2. Click the Delete icon (blue star)

  3. Click Confirm

DELETE user from a plan.mov