View the Map Dashboard
Objective
To view the Map dashboard to track the locations of people and projects in Resource Planning.
Background
The Map dashboard in Resource Planning can be used to track the location of projects as well as peoples' addresses. This allows you to view the distance between a person's home address and a job site location when creating resource assignments based on distance.
You can view projects and people on the map, as well as set a radius to identify a person within a certain distance of a project, or identify a project within a certain distance of a person.
Things to Consider
- Required User Permissions
- Blue pins represent a project's address.
- Red pins represent a person's address.
- Hover over a pin to view the person or project's name.
Prerequisites
Steps
View the Map Dashboard
- Navigate to the Company level Resource Planning tool.
- Click Dashboard and select Map.
- Filters
automatically open.
- Select what information you want to 'Display'.
- Projects. Select All, Active, Inactive, or None.
- People. Select All, Active, Inactive, or None.
- Search for specific projects or people.
- Projects. Enter a project name in the project Search box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.
- People. Enter a person's name in the people Search box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.
- Filter the Map.
- Projects. Click the gear
icon and select the tags to filter projects by. Then click Apply. See Configure Tags for Resource Planning. - People. Click the gear icon and select the job titles or tags to filter projects by. Then click Apply. See Configure Job Titles for Resource Planning and Configure Tags for Resource Planning.
- Projects. Click the gear
- Select what information you want to 'Display'.
- Alternatively, click the List
icon.
- Click Projects and select the project location you want to view.
OR
Click People and select the person you want to view.
- Click Projects and select the project location you want to view.
Set a Radius on the Map Dashboard
- Navigate to the Company level Resource Planning tool.
- Click Dashboard and select Map.
- Using Filters locate the person or project for which you want to set a radius. Click the pin of the person or project for which you want to set a radius.
OR
Click the List icon and select the person or project for which you want to set a radius. - Enter the number of miles for the Radius.
The radius automatically populates on the map.