View Activity about a Person in Resource Planning

In Resource Planning, you can manage information about the people on your team such as general information, notes, and attachments. You can also manage their resource assignments and time off. You can view a history of all of these activities for an individual person on their Details page of the People List.

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

• Required User Permissions

• Add People to Resource Planning

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 Activity tab.

5. Select the 'Activity' you want to see:

   • All. All activity for the person including resource assignments, attachments, changes to their personal information, notes, tags, or time off.

   • Assignments. Activity related to the person's resource assignments.

   • Attachments. Activity related to the person's attachments.

   • Info. Activity related to the person's personal information.

   • Notes. Activity related to the person's notes.

   • Tags. Activity related to the person's tags.

   • Time Off. Activity related to the person's time off