Manage Resource Planning Tags for People

Objective

To add or edit tags for people in Resource Planning.

Background

For projects using Resource Planning, you can add or edit tags for people. Tags can used as filters in the Resource Planning tool to help you organise and quickly find people that match your needs. Common tags include:

Tags can include expiration dates and attachments for things like certifications. You add, edit or remove tags at any time.

Things to Consider

Prerequisites

Steps

You can take the following actions from the following tools:

Manage Tags from the Resource Planning Tool

Add Tags for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Under the 'Overview' tab, locate the 'Tags' section.
  5. Click Add Tags.
  6. Select the tags.
    1. If the tag requires an expiration date, add the Expiration Date.
      Note: This is commonly used when adding tags for certifications.
  7. Optional: Click Upload File to add attachments, for example proof of certification.
  8. Click Save.

Edit Tags for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Under the 'Overview' tab, locate the 'Tags' section.
  5. Click the edit icon-edit2.png icon.
  6. Update the tag information.
  7. Click Save.

Bulk Edit Tags for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Mark the tickboxes for the users you want to edit.
  4. Click the edit icon-edit2.png icon.
  5. Select the tag.
  6. If prompted, add the expiration date.
  7. Click Save.

Remove Tags for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Under the 'Overview' tab, locate the 'Tags' section.
  5. Click Add Tags.
  6. Click the delete icon-delete-trash6.png icon.
  7. Click Delete to confirm.

Manage Tags from the Company Directory Tool

Add Tags for People from the Company Directory Tool

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Optional: Click Add Filter and select Resource Planning.
  4. Click View next to the person's name.
  5. Click the Resource Planning tab.
  6. Click Add Tags in the 'Tags' section.
  7. Select the tags.
    1. If the tag requires an expiration date, add the Expiration Date.
      Note: This is commonly used when adding tags for certifications.
  8. Optional: Click Upload File to add attachments, for example proof of certification.
  9. Click Save.

Edit Tags for People from the Company Directory Tool

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Optional: Click Add Filter and select Resource Planning.
  4. Click View next to the person's name.
  5. Click the Resource Planning tab.
  6. Click the edit icon-edit2.png icon next to the tag in the 'Tags' section.
  7. Update the tag information.
  8. Click Save.

Remove Tags for People from the Company Directory Tool

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Optional: Click Add Filter and select Resource Planning.
  4. Click View next to the person's name.
  5. Click the Resource Planning tab.
  6. Click the delete icon-delete-trash6.png icon next to the tag in the 'Tags' section.
  7. Click Delete to confirm.

See Also