Accounts with specific permissions have added access the Resources menu.
With base permissions, you can use this menu to view all the work that's been assigned to everybody in your department. With additional permissions, you can also use this screen to create tasks, schedule meetings and view or schedule team leave.
Watch this quick 5-minute video for details on editing a task – otherwise keep reading for your next steps.
Clicking on a Task to Edit from the Resources Summary Screen
The default view in the Resource Manager shows tasks allocated By User in a Gantt View. You can use the toggles at the top of the screen to toggle between the different views available.
To edit an existing task in admation, click on that existing task, indicated by a coloured bar line across your screen. Note that grey lines indicate work that's had time logged against it, and won't be useful here. From the resulting window, you will be able to see any time logged against the task, along with three icons.
Make changes to your tasks, then Save Changes once you are done! Visit this guide for more information on filling out each of the fields in this window.
Editing Tasks from the Project Resources Screen
The Project Resources screen refers to a button in a given project that provides a summary of resourcing for a specific project only. It's different to the Resources Summary screen which shows a summary of resourcing across all projects.
Most accounts have access to the project resources view, but only those with specific permissions can create, edit and assign tasks.
You can find project resources by heading to the Projects list and selecting the project you'd like to manage resources for. On the right hand side of the screen, you'll see your Project Resources.
From the resulting screen, you will also be able to create and edit tasks. Toggle between any of the view to find the view that you prefer. To edit any task from your chosen view, accounts with the right permissions will be able to click the Settings Cog Icon next to the task you would like to edit. Then click Edit Task.
You can also click on a coloured bar, and click on the Edit Icon to access the same screen.
From here, you can add and edit details for your task as needed. Remember to click Save Changes again when you are done!