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Planview Customer Success Center

How to autofill fields related to payroll in the Resource Profile? (2012)

While currently Changepoint does not offer an option to auto-populate payroll fields for the Resource profile a great workaround is to create a Resource Profile that has all of these fields filled in with the data required. Then use the Resource as a template by using the "Actions >Copy" menu to copy the resource, during the copying process you will be prompted to select the information that you want copied. At this point you will select the Payroll information so that the new resource created will have these fields populated automatically.