This article explains how to view, schedule, and approve requests that come from Project Planning.
Before You Begin
Before scheduling requests:
Tasks must be requested from Project Planning
The project plan must be configured to send requests to Scheduling
You must have scheduling permissions enabled
If tasks were configured to use email requests or instant approvals, they will not appear in Scheduling.
View Requests from Project Planning
To view scheduling requests:
Go to Scheduling
Open the Calendar
Click Requests
Requests from Project Planning appear in the list with:
Project name
Task dates
Requested employees and equipment
A unique request ID
The request list helps schedulers prioritize and manage incoming work.
Schedule a Request
To schedule a request:
Open Requests in the Scheduling calendar
Locate the request you want to schedule
Click Schedule
The scheduling form opens alongside the request details.
From here, you can:
Select the dates to schedule
Assign available employees
Schedule required equipment if needed
Choose a schedule color
Add notes if needed
Project and cost code information from the project plan is automatically prefilled.
Assign Employees and Equipment
When scheduling a request, BusyBusy helps prevent conflicts.
You can:
View only employees who are available
Avoid scheduling employees who are already scheduled or on time off
Assign equipment requested in the task
Add or adjust equipment if needed
This ensures schedules align with both availability and the original plan.
Approve the Request
Once scheduling details are completed, approve the request.
When approving, you can indicate:
Yes – The request was fulfilled as planned
Yes, with changes – The request was fulfilled with adjustments
If changes were made, notes can be added to explain differences.
After approval:
The schedule is created
Assigned employees can be notified
The task status updates automatically in Project Planning
View Approved Requests in Project Planning
After a request is approved:
The task appears as approved in Project Planning
The task bar reflects the approved status
Task details include a link back to Scheduling
This creates a closed loop between planning and scheduling.
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