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Planview Customer Success Center

Enhancement: Set the “find window columns” shown to users when selecting Resources

What's New

The “Add Resources” screen now uses the “find window columns” definitions from Groups And Users in Profile Settings when Placeholder Resources are enabled on the system

Benefits

Administrators can refine the information that is shown to users when searching for People, Job Titles or Groups, making it easier to find and select the resource needed.

How it Works

Edit the “find window columns” in the Groups And Users section of the Profile Settings