View the Allocated Tasks of Resources

Use the Calendar submodule to view the tasks allocated to a specific resource in a calendar view.

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

To view the allocated tasks of resources:

  1. On the main toolbar, click Scheduling .
  2. In the left pane of the Scheduling page, click Schedule Overview > Calendar.
  3. To view the allocated tasks of one or more resources, click Filter .
  4. In the Filter dialog box, select the filters that you want to use and click Apply.
    WorkBook displays the results in the grid.
  5. Click the booking to view details such as associated job, Project Manager, schedule, phase, task period, priority, booking approval, hours allocated, hours used, booking approval status, and resources that are booked for the task.