Use the Timeline Calendar submodule to add an existing task to resource.
To use the Timeline Calendar submodule, you must have access to
Scheduling as defined in the User Access Rights submodule under
Settings.
To create a task for a resource:
-
On the main toolbar, click
Scheduling
.
-
On the side toolbar of the Scheduling screen, click
.
-
Apply filters to resource data.
-
On the grid toolbar, click
Filter
.
-
In the Filter dialog box, select the filters that you want to use and click
Apply.
When selected or cleared, the filters are applied automatically.
-
In the grid, right-click the time slot to which you want to add an existing task and select
Add an Existing Task.
-
In the Add an Existing Task dialog box,
provide the values for the required fields and click
OK & Book Resources.
The hours are merged with the current booking.