Display the Employee Card Dialog Box

This dialog box displays from various applications.

Select the appropriate application from the following table.
Application Instruction
Timesheets
  1. In the Navigation pane, go to the My Stuff section and select Timesheets.
  2. Open a timesheet.
  3. Click the employee's name at the top of the timesheet.
Expense Reports
  1. In the Navigation pane, go to the My Stuff section and select Expense Reports.
  2. Open an expense report.
  3. Click the employee's name at the top of the expense report.
Approval Center
  1. In the Navigation pane, go to the My Stuff section and select Expense Reports.
  2. Open an expense report.
  3. Click the employee's name at the top of the expense report.
Projects hub — Planning mode
  1. In the Navigation pane, go to the Hubs section and select Projects.
  2. Select a project, and click the Planning toggle.
  3. Click the Labor tab.
  4. Click and then beside an entry in the Level/Resource field to expand the entry (work breakdown structure) so an employee's name is visible.
  5. Click the employee's name.
Resource View
  1. In the Navigation pane, go to the Resource Management section and select Resource View.
  2. Search for resources.
  3. In the grid, click an employee name in the Resource/Level column.
Project View
  1. In the Navigation pane, go to the Resource Management section and select Project View.
  2. Select a project or opportunity.
  3. Click and then 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.
  4. Click the employee's name.
Parent Topic: Employee Card Dialog Box