Creating an FTE Summary workbook

The FTE Summary workbook uses the Decision Package workflow. Planners can create multiple requests from the same FTE Summary workbook. The responsible planners and approvers are defined in the workflow.

  1. Click the Home icon.
  2. Select Business Configuration > Workbook Wizard to open the Workbook Library page.
  3. Click the New Workbook icon to open the Workbook Template Editor page, and then click FTE Summary in the Workforce Planning section.
  4. Click SELECT.
  5. Specify a name and, optionally, a description for your workbook and click OK.