View Resources' Tasks by Day, Work Week, Week, or Month (from the Timeline Calendar Submodule)

Use the Timeline Calendar submodule to view the tasks allocated to one or more resources.

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

View tasks by day, work week, week, or month:

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. To change the current task view, on the toolbar:
   • Click Day View to display the resource's tasks for the current day.
   • Click Working Week View to display the resource's tasks for the current work week.
   • Click Week View to display the resource's tasks for the current week.
   • Click Month View to display the resource's tasks for the current month.
5. To jump to a specific period in a view, on the toolbar:
   • Click View Previous Calendar Page to display the previous day/week's tasks, or View Next Calendar Page to display the following day/week's tasks.
   • Click Go to Current Date to display the current date's tasks.
6. Click View Mini Calendar to display a weekly view of the current month. Use the arrows to display the previous or the next month, or click a date to display the tasks for the selected date.