Open a Client Card (from the Task Matrix Submodule)

Use the Task Matrix submodule to open a client card.

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

To open a client card:

1. On the main toolbar, click Scheduling .
2. In the left pane of the Scheduling page, click Schedule Overview > Task Matrix.
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, hover your mouse over a client and click Open the Client Card .
   Alternatively, double-click a client.
   WorkBook displays the client card in a floating window.