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View Tag Expiration Dates and Attachments for People

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Objective

To view tag expiration dates and attachments for people in Resource Planning.

Background

For projects using Resource Planning, you can add or edit tags for people using the People List tool. Tags can be filtered to help you organize and quickly find people that match your needs. It is common to have tags for certifications. In these cases, expiration dates and attachments are typically added to a tag for a person. You can view the attachments and expiration dates in Resource Planning.

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

You can view tag attachments and expiration dates from the following places:

 Tip

You can see a list of expiring tags when you Export the Tags Requiring Action Report.

View Expiration Dates and Tag Attachments from a Person's Profile

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Locate the user record to view Then click the name.
  4. Locate the 'Tags' section and click Edit.
  5. Click the Gear icon-gear-wfp.png icon.
  6. View the expiration date.
  7. To view the attachment, click the attachment. Then click Download.

View Expiration Dates and Tag Attachments from the People List

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Locate the user record to view.
  4. Locate the 'Tags' column. If the 'Tags' column is not visible, see View the People List.
  5. Click any tag in the column.
  6. From the list view, click the tag.
  7. View the expiration date.
  8. To view the attachment, click the attachment. Then click Download.