Use the Time Sheet Status submodule to open a client card.
To use the Time Sheet Status submodule, you must have access to
Scheduling as defined in the User Access Rights submodule under
Settings.
-
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, select a task cell that you want to open and click
Open Subgrid
on the grid toolbar.
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In the subgrid, click the Time Sheet tab, and double-click a Client cell.
Workbook displays the client card in a floating window.