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A demand team can request resources from a supply team by an amount of full-time equivalent (FTE).

When demand requests are entered by usersdemand leads they remain in the saved status until they are submitted. Saved requests are only visible to target demand teams. Requests remain in a saved state so that they can be reviewed at a holistic level by target demand teams.

Once ready, you can transition requests from saved to submitted. This is a batch process that will submit all saved requests for the parent target demand team and all child teams of the parent. Once submitted the requests are visible to the source supply teams who can then enter review and provide approvals.

Instructions

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Locate your target team or the parent target team using the Team's search.

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Select Planner.

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Planner lists the source teams. The value on the left is the current full-time equivalent (FTE) amount the source team is providing to the target team. The right value is what has been approved by the source team following by the difference between the current and the approved to highlight any approved change. The value in the field is the requested value. An orange indicator dot indicated a request in a saved state.

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Review the requests, making any changes as needed.

To submit the saved requests to the source teams of the target team and any child target teams, in the action bar click Submit all requests.

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Step by step guide on how to raise a demand request

Terminology marked in red are generic terminology for certain topics which your organisation may have an alternative name for. For specific business context on how this applies to your enterprise, please reach out to your TeamForm consultant.  

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