Open Resource Card of Account Managers of Pipeline Activities

Use the Pipeline Activity List submodule to open the resource card of the account managers of pipeline activities.

To use the Pipeline Activity List submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the resource card of the account manager of a pipeline activity:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click To-do > Pipeline Activity List.
3. Highlight the pipeline activity of the account manager whose resource card you want to open.
4. Double-click on the corresponding Responsible field.
   WorkBook opens the account manager's resource card.