When requests are entered by users they remain in the saved status until they are submitted. Saved requests are only visible to target teams. Requests remain in a saved state so that they can be reviewed at a holistic level by target 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 team and all child teams of the parent. Once submitted the requests are visible to the source teams who can then enter approvals.
Instructions
Locate your target team or the parent target team using the Team's search.
Select Planner.
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.
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.
The requests are now submitted. The source teams can see the requests from the target teams. They can approve, amend and respond to the target teams.
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