Overview

The new tagging system in Resource Management allows users to improve the organization and retrieval of demands, projects, and programs. Users can attach custom tags to these entities, grouping and categorizing them based on their specific needs. This added functionality improves efficiency and streamlines demand management through advanced filtering and search capabilities. The tagging system is configurable, allowing organizations to control its activation and tailor its use to their requirements.

How to use tags

Add and manage tags

• Demand, Project, and Program Managers can add tags during the creation or editing of their respective entities. They can choose from existing tags or create new ones. Existing tags show up while creating a new tag, giving the user an opportunity to select that existing tag and assign it to the Demand/Program/Project.
• Tags are added through dedicated Tags fields located in the relevant interfaces, such as side panels and Additional Requirements sections.
• A maximum of 10 tags can be added per entity.
• Users can edit or delete tags associated with their entities.

Search and filter tags

• Tags are integrated into search criteria and filter options in various RM views, including Resourcing Overview, Demands List, and Staffing Overview pages.
• Users can search for entities containing specific tags, making it easy to locate relevant information quickly.
• Filter options allow users to include or exclude entities based on their tags, refining search results and providing a targeted view of resources.

Tag inheritance

• Begin by adding relevant tags to Programs or Projects. You can do this in the respective Program/Project side panels or calibration sections where tag editing is enabled.
• When you navigate to a Project within a Program, or a Demand within a Project/Program, you'll see the tags that were added directly to that item and the tags that were inherited from the parent Program/Project. Inherited tags have a visual marker or indicator to show they aren't directly assigned.
• When using the tag filter on lists like Demands List, Resourcing Overview, or Staffing Overview, you have an option to include or exclude inherited tags. To see items based on both directly assigned tags and inherited tags, ensure the Include inherited tags option is selected. If you want to see only items with tags explicitly added, uncheck this option.
• Leverage tag inheritance to apply broad, overarching categories or labels at the Program/Project level. This ensures all related items are consistently tagged, simplifying organization and search. For more specific tags unique to individual Demands/Projects, add them directly to those entities.