Add an Existing Task to a Resource (from the Weekly Schedule Subgrid)

Use the Weekly Schedule submodule to add existing tasks to resources.

To use Weekly Schedule, you must have access to Scheduling as defined in User Access Rights under Settings.

To add existing tasks to resources:

1. On the main toolbar, click Scheduling .
2. In the left pane of the Scheduling page, click Schedule Overview > Weekly Schedule.
3. Apply filters to resource data.
   1. On the grid toolbar, click Filter .
   2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When they are selected or cleared, the filters are applied automatically.
4. In the grid, select a resource, and click Show Booking Details .
   WorkBook displays the booking details subgrid.
5. In the subgrid, select a task and click Add Existing Task on the subgrid toolbar.
6. In the Select Task dialog box, specify the required information and click OK.