Resource Planning Setup Guide

Navigate to the Company level Resource Planning tool.

Click the Configure Settings icon.

Click Tags.

Optional: To group tags in categories, click the Group Tags in Categories? toggle ON.

1. To create a new tag Category, click New in the 'Categories' section.

2. Enter the Category Name.

3. Click Save.

In the Tags section, click New.

Configure your tag with the following properties:

1. Name*. Enter the name of the tag.

2. Color. Enter the color of the tag.

3. Require Expiration Date. Mark this checkbox if the tag requires an expiration date.
   Note: If requiring an expiration date, the expiration date needs to be added when adding the tag to a person's profile. This is commonly used to track a person's certifications. For more information, see How do I use tags with expiration dates?

4. # Days Warning Ahead of Expiration. Enter the number of days in advance the person will be notified when their tag is expiring.

5. Globally Accessible to All Groups. Mark this checkbox if you want to make this tag available in all groups. See Configure Groups for Resource Planning.

6. Groups*. If you choose not to make the tag available to all groups, select which groups should have access to the tag.

7. Abbreviations (5 Characters). Enter the tag's abbreviation.

8. Categories. If you chose to categorize your tags, select the categories in which the tag should appear.

Click Save.