Create Notes About People in Resource Planning

Things to Consider

  • Required User Permissions

  • By default, notes can be viewed by anyone with permissions to 'View People Notes'.

  • Notes that are marked 'private' can only be viewed by the note's creator.

Prerequisites

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click People and select People List.

  3. Click the person's name.

  4. Click the Notes tab.

  5. Click Add Note.

  6. Enter your note.

  7. Optional: Click Upload File to add an attachment.

  8. Optional: Mark the Private checkbox if only you should be able to view the note.

  9. Click Save.