Search for a Booking Record (from the Task Matrix Submodule)

Use the Task Matrix submodule to search for a booking record.

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

To search for a booking record:

1. On the main toolbar, click Scheduling .
2. In the left pane of the Scheduling page, click Schedule Overview > Task Matrix.
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. On the grid toolbar, use the Search field to enter text related to the booking that you want to find.
   WorkBook displays the results in the grid.