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Access
Permissions
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Introduction
On the Administration > Resources > Workload plans page, you can:
Find the full list of existing workload plans and edit their basic attributes (name, code, code color, description).
Add new workload plans.
Delete workload plans.
Assign individuals to workload plans.
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Workload plan details
On this screen, you view and edit all workload plan attributes.
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Navigation steps
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Add new workload plans
To add a new workload plan:
Click the Add new plan button.
Provide:
Name
Code
Description (optional field)
When ready, click Add.
A newly created plan is not assigned to any resources.
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Delete workload plans
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You can’t delete the default plans. If a resource is assigned to a deleted plan, the App assigns the Default Workload Plan instead. |
To delete a plan:
Click the Delete button:
on the Workload plans overview page, or
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Assign individuals to workload plans
Assign multiple individuals to a workload plan.
Click Assign individuals.
Select the workload plan from the list.
Define the Efficiency and Start date fields. The end date will be adjusted automatically.
Select individuals from the list or use the search box to find them faster. The Select all and Deselect All options are useful when assigning multiple individuals.
When ready, click Assign.
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Workload plan efficiency If you want to simulate a non-human resource or use a single user to represent a team, you can use the efficiency multiplier. Alternatively, you can use it to reduce the capacity resulting from the workload plan by setting a value below 1. |
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Available Actions: add - workload plan edit - workload plan delete - workload plan
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Click the Add new iconbutton Provide workload plan name code code color description
Click Save Go to the workload plan details  page to set max weekly workload work hours
Click Save
Workload plans (add).mp4 |
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Click To access workload plan details, click the workload plan name OR the Details icon
Edit workload plan attributes Click Save
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Available Actions: delete (button) |
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Click the Assigned resources icon Image Added Provide assignment details User name enter efficiency enter start date
Click the add button Click Assign to confirm To review all workload plans assigned to a user, click on a user name to go to their page
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Click the Assigned resources icon Image Added Click the Delete icon Click Confirm
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