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In the configuration for planner under Settings > Configure Workspace, enable “individual allocation” and “adding vacant roles.”
If “ Enable adding vacant roles” is enabled, it will show the ‘add vacant role’ button under member rows in Planner.
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Request a team member in Planner by selecting the 3 dots against an existing team:
Or by adding a chapter/supply area:
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When adding roles in the planner view (in the members' row, without clicking 3 dots or adding a new chapter area), they will not appear as vacant role placeholders. |
Step 3: Fulfil a vacant role
Users can fulfil the vacant role by assigning a member of the supply structure (chapter) in the supply structure or the demand team.
The vacant role will then be updated in the demand team with the assigned member.
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