Open a Client Card (from the Task Matrix Submodule)

Use the Task Matrix submodule to open a client card.

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

To open a client card:

1. On the main toolbar, click Scheduling .
2. On the side toolbar of the Scheduling screen, click Schedule Overview > Task Matrix.
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, hover your mouse over a client and click Open the Client Card .
   Alternatively, double-click a client.
   Workbook displays the client card in a floating window.