Viewing Resource Plan membership for Team Members

Team Members who are linked to a Resource Plan have additional records visible through their Team Member Detail pages in the HR Manager Portal.

The Resource Needs Related List summarizes each Resource Need that is linked to this Team Member:

Screenshot: Resource Needs related list

Use the links to access the Resource Need and the Resource Plan records.

The Resource Needs (Manager) Related List summarizes each Resource Need for which this Team Member is a Manager:

Screenshot: Resource Needs (Manager) related list

Use the links to access the Resource Need, Resource Plan, and Team Member records.

If these Related Lists are not displayed for your Team Members and you have Administrator access to your org:

  1. On any Team Member Detail page, select Setup, and then select Edit Object.
  2. On the object details page, select Page Layouts from the left sidebar.
  3. Select the page layout you want to edit.
  4. Select Related Lists in the left panel of the Team Member Layout picker.
  5. Drag and drop the Resource Needs and Resource Needs (Manager) Related Lists into position on the sample page layout.
  6. Select Save to save your changes, exit the layout editor, and return to the Team Member Detail page.