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Add or Edit Tags for People in Resource Planning

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Objective

To add or edit tags for people in Resource Planning.

Background

For projects using Resource Planning, you can add or edit tags for people from the People List. Tags can be filtered to help you organize and quickly find people that match your needs. Common tags include:

  • Badging access for specific locations.
  • Equipment certifications people have such as forklift, aerial lift, or backhoe.
  • Safety certifications people have such as CPR, fall protection, or first aid.

Tags can include expiration dates and attachments for things like certifications. You add, edit, or remove tags at any time.

Things to Consider

  • Required User Permissions
  • Only people added in Resource Planning can be edited in the People List tool.
  • If data syncs are enabled:
    • Tags added in Resource Planning do not appear in the Company level Directory.

Steps

Follow these steps to:

Add Tags for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Under the 'Overview' tab, locate the 'Tags' section.
  5. Click Add Tags.
  6. Select the tags.
    1. If the tag requires an expiration date, add the Expiration Date.
      Note: This is commonly used when adding tags for certifications.
  7. Optional: Click Upload File to add attachments, for example proof of certification.
  8. Click Save.

Edit Tags for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Under the 'Overview' tab, locate the 'Tags' section.
  5. Click the edit icon-edit2.png icon.
  6. Update the tag information.
  7. Click Save.

Bulk Edit Tags for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Mark the checkboxes for the users you want to edit.
  4. Click the edit icon-edit2.png icon.
  5. Select the tag.
  6. If prompted, add the expiration date.
  7. Click Save.

Remove Tags for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Click the person's name.
  4. Under the 'Overview' tab, locate the 'Tags' section.
  5. Click Add Tags.
  6. Click the delete icon-delete-trash6.png icon.
  7. Click Delete to confirm.