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What is data linking for Resource Planning?

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Answer

Data linking automatically connects people and projects between the Portfolio tool, Company Directory, and Resource Planning when their information matches, even if data syncing is not enabled.

To avoid duplicate people records, ensure that the following fields match in both the Company Directory and Resource Planning People List:

  • Employee ID

  • Employee Email Address

To avoid duplicate projects, ensure that the following fields match in both the Portfolio tool and Resource Planning Projects List:

  • Project ID

  • Status: Active

Records that are linked have the connected icon-connectability-connected.png icon. To see which people and projects are in Resource Planning, take the following steps:

  1. Navigate to the company's Resource Planning tool.

  2. Click the People List or the Project List.

  3. Click the configure icon-ag-grid-table-filter-menu.png icon to configure your columns.

  4. Move the Link to Directory toggle icon-toggle-on.png ON.

  5. Drag and drop the column header to the desired location in the table.

Resource Planning Data Linking SUI.png