View People Details in Resource Planning

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Select the person.

    1. Click People and select People List.

    2. Click Assignments and click Assignment List or Gantt (Beta).

  3. Click the person's name to view their details.

    • Click the Overview tab to view their general information.

    • Click the Notes to view notes about the them.

    • Click the Time Off tab to view their past and future time off.

    • Click Activity to see Resource Planning activity related to them.

 Tip

If data syncs are enabled, the link Icon Link icon indicates that the person is synced to a user in your Company level Directory. You can click the link Icon Link icon to see the user's record in the Company level Directory.

See Also

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