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Create QR Codes for Projects in Resource Planning

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Objective

To create QR codes for projects in Resource Planning.

Background

In Resource Planning, you can create QR codes to provide people on job sites quick access to details about the project. 

Things to Consider

  • Required User Permissions
  • Information configured here is publicly available to anyone who scans one of your company's QR codes.
  • QR codes can be scanned with a QR code scanner on an Android device or with the iOS Camera app.

Steps

  1. Navigate to the Company level Resource Planning tool.
  2. Click the Projects drop-down menu, and select Project List.
  3. Select your project.
  4. Navigate to the QR Code section of the project.
  5. Optional: Adjust the 'Image Settings'.
    1. Select the desired size from the drop-down menu.
    2. Mark the checkbox to Include Name and Project Number on the Image if you want to include the Name and Employee number on the QR code image.
      Note: This is recommended, as there are likely many people on a job site.
  6. Select Preview QR Profile to see what project details will display when the QR code is scanned.
  7. Select Download to download the QR code to share or print.