Open a Resource Card (from the Tasks with Not Fully Booked Capacity Need Submodule)

Use the Tasks with Not Fully Booked Capacity Need submodule to open a resource card.

To use the Tasks with not Fully Booked Capacity Need submodule, you must have access to Scheduling as defined in the User Access Rights submodule under Settings.

To open a resource card:

  1. On the main toolbar, click Scheduling .
  2. On the side toolbar of the Scheduling screen, click Task Follow-Up > Tasks with Not Fully Booked Capacity.
  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, double-click a resource thumbnail.
    Workbook displays the resource card in a floating window.