Resource Planning Setup Guide

Configure Tags

Navigate to the Company level Resource Planning tool.
Click the Settings icon.
Click Tags.
Optional: To group tags in categories, click the Group Tags in Categories? toggle ON.
1. To create a new tag Category, click New in the 'Categories' section.
2. Enter the Category Name.
3. Click Save.
In the Tags section, click New.
Configure your tag with the following properties:
- Name. The name of the tag.
- Color. The color of the tag.
- Require Expiration Date. Mark this checkbox if the tag requires an expiration date.
  Note: If requiring an expiration date, the expiration date needs to be added when adding the tag to a person's profile. This is commonly used to track a person's certifications. For more information, see How do I use tags with expiration dates?
- # Days Warning Ahead of Expiration. The number of days in advance the person will be notified when their tag is expiring.
- Globally Accessible to All Groups. Mark this checkbox if you want to make this tag available in all groups. See Configure Groups for Resource Planning.
- Groups. If you choose not to make the tag available to all groups, select which groups should have access to the tag.
- Abbreviations (5 Characters). The tag's abbreviation.
- Categories. If you chose to categorize your tags, select the categories in which the tag should appear.
Click Save.

Beta

Navigate to the Company level Resource Planning tool.
Click the Settings icon.
Click Tags.
Optional: Create Tag Categories
1. Click the toggle ON to group tags in categories.
2. Click Add Category.
3. Enter the category's Name.
4. Click Save.
Create Tags
1. In the Tags section, click Add Tag.
2. Enter your tag information.
  Show/Hide Fields
  - Name. The name of the tag.
  - Color. The color of the tag.
  - Require Expiration Date. Mark this checkbox if the tag requires an expiration date.
    Note: If requiring an expiration date, the expiration date needs to be added when adding the tag to a person's profile. This is commonly used to track a person's certifications. For more information, see How do I use tags with expiration dates?
    # Days Warning Ahead of Expiration. The number of days in advance the person will be notified when their tag is expiring.
  - Globally Accessible to All Groups. Mark this checkbox if you want to make this tag available in all groups. See Configure Groups for Resource Planning.
  - Groups. If you choose not to make the tag available to all groups, select which groups should have access to the tag.
  - Abbreviations (5 Characters). The tag's abbreviation.
  - Categories. If you chose to categorize your tags, select the categories in which the tag should appear.
3. Click Save.

Tip