Add an Existing Task to a Resource (from the Calendar Submodule)

Use the Calendar submodule to add an existing task to a resource.

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

To add an existing task to a resource:

  1. On the main toolbar, click Scheduling .
  2. In the left pane of the Scheduling page, click Schedule Overview > Calendar.
  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 the time slot to which you want to add an existing task, right-click, and select Add an Existing Task.
  5. In the Add Existing Task dialog box, provide the values for the required fields and click OK & Book Resources.
    The hours merged with the current booking.