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View Activity about a Project in Resource Planning

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Objective

To view activity related to a specific project in Resource Planning.

Background

In Resource Planning, you can manage information about your projects, such as general information, attachments, categories, resource requests, notes, roles, tags and wage overrides. You can view a history of all of these activities for an individual project on its Details page of the Project List.

Note: To see a summary of this information across your all your projects, View the Activity Dashboard.

Things to Consider

Steps

  1. Navigate to the Company level Resource Planning tool.
  2. Click Projects and select Project List.
  3. Click the project name.
  4. Click the Activity tab.
  5. Click the drop-down menu and select one of the following to see activity about the project:
    • Attachments. Select to show attachments added or removed from a project's details.
    • Categories. Select to show added, removed or updated categories and subcategories.
    • Requests. Select to show created, deleted or updated resource requests.
    • Info. Select to show activity related to project details.
    • Notes. Select to show added or deleted notes on a project's details.
    • Roles. Select to show added or removed project roles. See Assign Project Roles for Resource Planning.
    • Tags. Select to show added or removed tags on a project. See Add or Edit Tags for Projects.
    • Wage Overrides. Select to show added, removed or updated wage overrides. See How do I use wages in Resource Planning?
  6. Optional: Click the drop-down menu to sort by Date - Descending or Date - Ascending.