Org Structure Config Guide for Supply Teams

1

Go to settings

Click on ‘Org structure’

 

image-20240710-063432.png

 

2

Click on the delivery / demand team type that you like to allow for raising and submitting demand requests in Planner

 

 

image-20240710-064130.png

 

3

Click on ‘Other flags’ and ensure the following toggles are turned on:

  • Supply source - Turn this on if you want the supply team to be able to submit Planner values.

  • Supply approver - Turn this on if you want the supply team type to be able to approve Planner values.

  • Can submit planner

Click ‘Save’

 

 

image-20240710-064618.png

 

4

Optional: If you have more than one supply team type that you want to enable for approving demand request, repeat steps 2 and 3

 

5

For supply teams where you want it to appear in the search box to visually show how children teams are categorised in Planner, ensure ‘Supply root’ is also toggled on

 

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