Resource Planning Setup Guide

Take the following actions from the following tools:

• Resource Planning

  • Edit a Single User's Permissions

  • Bulk Edit Users' Permissions

• Directory (Beta)

  • Edit a Single User's Resource Planning Permissions

Resource Planning

Edit a Single User's Permissions

1. Navigate to the Company level Resource Planning tool.

2. Click People and select People List.

3. Click the person's name.

4. Click Edit.

5. Select the person's Permission Level.

6. Click Save.

Bulk Edit User Permissions

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.

5. Select the Permission Level.

6. Click Save.

Company Directory

Edit a Single User's Resource Planning Permissions

1. Navigate to the Company level Directory tool.

2. Click the Users tab.

3. Optional: Click Add Filter and select Resource Planning.

4. Click View next to the person's name.

5. Click the Resource Planning tab.

6. Click Edit in the 'Information' section.

7. Select the Permission Level for the user in the Resource Planning tool. See Create Permissions Templates for Resource Planning.

8. Click Save.