Submit Resource Bookings for Approval for Assigned Tasks

Use Tasks in the To-Do submodule in the Tasks module to submit resource bookings for approval for your assigned tasks.

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

To submit resource bookings for approval for an assigned task:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click To-Do > Tasks.
  3. Click the Grid View tab.
  4. Highlight the assigned task of the resource bookings that you want to submit for approval.
  5. On the grid toolbar, click Task Conversation .
  6. In the Task Conversation pane, hover over the task name and click Show the Task Resources .
  7. Click Submit for Booking Approval .
  8. In the confirmation dialog box, click Yes.