Move a Task to Another Resource (from the Weekly Schedule Subgrid)

Use the Weekly Schedule submodule to move a task to another resource.

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

To move a task to another resource:

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 Move Task to Another Resource on the subgrid toolbar.
6. In the Change Resource on Task dialog box, select a new resource and click OK.
7. In the Add Resource to Task dialog box, specify the required information and click OK.
8. Click OK.