Open a Client Card (from the Time Sheet Subgrid)

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

To use the Time Sheet Status 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 > 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 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.