Display Task Data in Different View Formats (on the Employee Task Summary Screen)

Use the Employee Task Summary submodule to display task data in different views.

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

To display task data in different views:

1. On the main toolbar, click Scheduling .
2. In the left pane of the Scheduling page, click Schedule Overview > Employee Task Summary.
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, select any cell that contains the total number of tasks for a given period.
   WorkBook displays the Employee Task Summary subgrid.
5. To change the current task view, on the subgrid toolbar, take one of the following actions:
   • Click Task Grid View .
   • Click Gantt Task View .
     Note: This option activates the following views:

     • Day View
     • Week View
     • Month View
     • Quarter View
     • Year View