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

Use the Task Matrix submodule to add an existing task to a resource.

To use Task Matrix, 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 > 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. On the grid toolbar, click Add an Existing Task .
   Alternatively, right-click in the grid and select Add an Existing Task.
5. In the Select Task dialog box, specify the required information and click OK.
   The hours are merged with the current booking.