Add More Resources to a Task (from the Weekly Schedule Subgrid)

Use the Weekly Schedule submodule to add more resources to a task.

To use the Weekly Schedule submodule, you must have access to Scheduling as defined in the User Access Rights submodule under Settings.

To add more resources to a task:

  1. On the main toolbar, click Scheduling .
  2. On the side toolbar of the Scheduling screen, click Schedule Overview > Weekly Schedule.
  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 selected or cleared, the filters are applied automatically.
  4. In the grid, select a resource, and click Show Booking Details .
    WorkBook displays the booking details subgrid.
  5. In the subgrid, select a task and click Add More Resource to Selected Task on the subgrid toolbar.
  6. In the Pick a Resource dialog box, select a resource.
  7. In the Add Resource to Task dialog box, specify the required information and click OK.
  8. Click OK.