Open a Client Card (from the Time Sheet Subgrid)

Use the Time Sheet Status submodule to open a client card.

To use Time Sheet Status, 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 Schedule Overview > Time Sheet Status.
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 a task cell that you want to open and click Open Subgrid on the grid toolbar.
5. In the subgrid, click the Time Sheet tab, and double-click a Client cell.
   WorkBook displays the client card in a floating window.