Create a move project

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • As a move manager, create a move project to logically group move requests based on different criteria and fulfill them on priority.

    Before you begin

    Ensure that you have the following plugins installed:
    • Workplace Central
    • Workplace Move Management

    Role required: sn_wsd_move.manager

    About this task

    Create a move project to group multiple move requests into a single project to oversee and manage them. Specify conditions based on which the move requests must be filtered to group them under the project. You can set conditions to group workplace move requests based on their workplace location, building, space type, assignment group, department and more. Provide a name and give a short description to the project.

    Procedure

    1. Navigate to All > Workplace Central > Workplace Central.
      You can also open Workplace Central from the Employee Center directly. Navigate to Workspaces > Workplace Central.
    2. Select the Move management module.
    3. Select Create project to create a move project.
      You can also create a move project from any of the following locations:
      • Select My active projects tile and select Create in the list view.
      • In the All move projects section, select View all. In the list view, select Create.
      • You can also create a move project directly when you deploy a scenario. After you select the Deploy action, in the dialog box, select Create move project.
        Important:
        The option will be displayed only if there are any workplace user or workplace location moves in the scenario.
    4. On the Create a move project form, specify a name and short description for the project.
    5. In the Editor section, specify your conditions.
      By default, the project is created with Project and Active conditions that you can’t remove.
      1. To add a condition, select +New condition set.
      2. Set a condition based on which you want to filter move requests to this project.
    6. Create the project by selecting Create.

    Result

    The move project is created and all the move requests that have matched the filter conditions that you specified are displayed in the move scheduler. By default, the move requests are displayed to you in the schedule view. The schedule view is a calendar view in which the start and end date are set based on the minimum Expected start date from all the move requests and the maximum Due date from all the move requests associated with the project.

    A move project contains both the schedule view and a list view. For more information on Move projects, refer to Move project views, actions, and states.

    What to do next

    Work on a move project.