Accessing the individual planner from the payee list of an organization
The availability (or lack thereof) of opening the individual planner from an specific item in the Organization component depends on permissions.
This is an note/information message.
The following procedure applies to individual payees and managers alike.
To open a payee's individual planner from an organization, proceed as follows:
Open the Organization component by clicking the
icon in the navigation bar.
Select the hierarchy in which the payee is located from the Hierarchy drop-down list.
If required, search for the payee whose individual planner you want to access (see Working with the list of entities included in an organization).
Click the tile corresponding to the payee. The individual planner of the corresponding payee is opened, as illustrated in the following figure:
Individual planner