Display Task Data Using Different View Formats (on the Weekly Schedule Screen)

Use the Weekly Schedule submodule to display task data in different view formats.

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

To display task data in different view formats:

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 whose task details you want to view, and click Show Booking Details .
   WorkBook displays the booking details subgrid.
5. To change the current task view, on the subgrid toolbar, take one of the following actions:
   • Click Task Grid View .
   • Click Gantt Task View .
     Note: This option activates the following views:

     • Day View
     • Week View
     • Month View
     • Quarter View
     • Year View