Changing Task Resources

Owned by Kyle Gray (Unlicensed)
Last updated: Apr 01, 2019 by Dan Le (Deactivated)Version comment

Step-by-step guide

  1. Select Operations > Scheduling > Scheduler. The Scheduler Roster is displayed.

  2. Right-click on the required task.

  3. Click [Edit].



    The Edit Task dialog box is displayed.



    If the task is linked to a series of tasks, you must select whether you wish to change the resources for the single task, change resources for the entire series of tasks or change resources.

  4. Select the Resources tab.

  5. Modify the resources as required.

  6. Select the Review & Save tab.



  7. Review the Additional Information and Resource Validation panes for the task to ensure all required information is completed and there are no conflicts with resource requirements.

    In the example below, the resource (Matthew Black) assigned to the PIC role has not been rostered for a corresponding duty, but is allocated to the task.


  8. Click [Save] to confirm the task changes.

 Video Guide:


Scheduling Module Guide: