Add or Edit Tags for Projects in Resource Planning

You can add tags to projects in Resource Planning. Tags can be filtered to help you organize and quickly find projects. You can also attach documents to tags.

• Required User Permissions

• If data syncs are enabled:

  • Tags do not sync to projects in the Portfolio tool.

• Add a Tag

• Edit a Tag

• Remove a Tag

Add a Tag

1. Navigate to the Company level Resource Planning tool.

2. Click Projects and select Project List.

3. Click the project name of the project.

4. Click the Details tab.

5. Under the 'Tags' section, click Add Tag.

6. From the dropdown menu, select the tag.

7. Optional: Upload any files related to the tag.

8. Click Save.

Edit a Tag

1. Navigate to the Company level Resource Planning tool.

2. Click Projects and select Project List.

3. Click the project name of the project.

4. Click the Details tab.

5. Under the 'Tags' section, click the edit icon.

6. Upload any files related to the tag.

7. Click Save.

Remove a Tag

1. Navigate to the Company level Resource Planning tool.

2. Click Projects and select Project List.

3. Click the project name of the project.

4. Click the Details tab.

5. Under the 'Tags' section, click the delete icon.

6. Click Delete to confirm.