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 demand teams. Requests remain in a saved state so that they can be reviewed at a holistic level by 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 demand team and all child teams of the parent. Once submitted the requests are visible to the supply teams who can then enter review and provide approvals.
Instructions
...
Locate your demand team or the parent demand team using the Team's search.
...
Select Planner.
...
Planner lists the supply teams. The value on the left is the current full-time equivalent (FTE) amount the supply team is providing to the demand team. The right value is what has been approved by the supply 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.
...
Review the requests, making any changes as needed.
To submit the saved requests to the supply teams of the demand team and any child demand teams, in the action bar click Submit all requests.
...
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.
...
| Tip |
|---|
The requests are now submitted. The supply teams can see the requests from the demand teams. They can approve, amend and respond to the demand teams. |
Related articles
| Filter by label (Content by label) | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...