Add an Existing Task (from the Timeline Calendar Submodule)

Use the Timeline Calendar submodule to add an existing task to resource.

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

To create a task for a resource:

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 the time slot to which you want to add an existing task and select Add an Existing Task.
5. In the Add an Existing Task dialog box, provide the values for the required fields and click OK & Book Resources.
   The hours are merged with the current booking.