Open a Client Card (from the Task Resource Booking Approval Submodule)

Use the Task Resource Booking Approval submodule to open a client card.

To use Task Resource Booking Approval, 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 Task Follow-Up > Task Resource Booking Approval.
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, double-click a client name.
   WorkBook displays the client card in a floating window.