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:
-
On the main toolbar, click
Scheduling
.
-
In the left pane of the Scheduling page, 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 they are selected or cleared, the filters are applied automatically.
-
In the grid, select the time slot to which you want to add an existing task, right-click, and select
Add an Existing Task.
-
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.