Task Resources

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Task Resources

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Select task_resources_icon_nav_panel Task Resources on the navigation panel if needing to add resources to the task. Below is an explanation of each column:

 

Description: Displays the description of the resource associated with the task.

 

Type: Displays the type of resource (Location or Personnel) associated with the task.

 

 

Action Bar options:

 

Add: Selecting this option will allow resources to be added to the task.

 

Remove: Selecting this option will remove a resource from the task.

 

 

Resource Selection

 

Select add_icon Add to add resources to the task. Below is an explanation of each column:

 

Search Resources: Displays a listing of all available resources that may be selected for the task. A search option is available at the top of the screen. To add a resource to the task, select the green plus sign to add it to the Pending Resources column.

 

Pending Resources: A listing of selected resources from the Search Resources column will display here. To remove a task from this column, select the red minus sign.

 

Action Bar options:

 

Save Pending: This will save all resources in the Pending Resources column.

 

Clear Pending: This will remove anything in the Pending Resources column.