Search for a Resource Task (from the Employee Task Summary Submodule)

Use the Employee Task Summary submodule to search for tasks associated with a specific resource.

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

To search for tasks associated with a resource:

1. On the main toolbar, click Scheduling .
2. In the left pane of the Scheduling page, click Schedule Overview > Employee Task Summary.
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 any cell that contains the total number of tasks for a given period.
   WorkBook displays the Employee Task Summary subgrid.
5. In the subgrid, use the Search field to enter text that is associated with the file for which you are looking.
   WorkBook displays the results in the subgrid.