Display the Employee Card Dialog Box
This dialog box displays from various applications.
-
Use the instructions in the following table to display the Employee Card dialog box from a specific application.
Application Instructions Timesheet - In the Navigation pane, select .
- Open a timesheet.
- Click the employee's name at the top of the timesheet.
Expense Report - In the Navigation pane, select .
- Open an expense report.
- Click the employee's name at the top of the expense report.
Approval Center - In the Navigation pane, select .
- On the Approval Center form, select an approval record type in the field beside the Approval Center heading.
- In the grid on the Approval Center form that displays the records to approve, click the employee's name in the Employee Name field.
Projects hub — Plan form - In the Navigation pane, select .
- Select a project.
- Click the Labor tab.
- Click
and then click
beside an entry in the Level/Resource field to expand the entry (work breakdown structure) so an employee's name is visible.
- Click the employee's name.
Resource View - In the Navigation pane, select .
- Search for resources.
- In the resource view grid, click an employee name in the Resource/Level column.
Project View - In the Navigation pane, select .
- Select a project.
- Click
and then click
beside an entry in the Level/Resource field in the grid to expand the entry (work breakdown structure) so an employee's name is visible.
- Click the employee's name.
Parent Topic: Employee Card Dialog Box