Set Up a Recurrent Booking for a Task (from the Timeline Calendar Submodule)

Use the Timeline Calendar Submodule to schedule recurrent bookings for tasks. Specify booking information only once and the system will automatically create and schedule the bookings for you. For example, you can schedule a booking for a resource that occurs every Monday, from 9 to 11 AM, and runs for a period of 6 months.

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

To schedule a recurrent booking for a task:

  1. On the main toolbar, click Scheduling .
  2. On the side toolbar of the Scheduling screen, click Schedule Overview > Timeline Calendar.
  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, right-click a task and select Recurrence Booking.
  5. On the Recurrence Booking screen, specify the required information, and click Generate Bookings.