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:
-
On the main toolbar, click
Scheduling
.
-
On the side toolbar of the Scheduling screen, click
.
-
Apply filters to resource data.
-
On the grid toolbar, click
Filter
.
-
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.
-
In the grid, select a resource, and click
Show Booking Details
.
WorkBook displays the booking details subgrid.
-
In the subgrid, select a task and click
Add More Resource to Selected Task
on the subgrid toolbar.
-
In the Pick a Resource dialog box, select a resource.
-
In the Add Resource to Task dialog box,
specify the required information and click
OK.
-
Click
OK.