Viewing the Resources Schedule

To ensure the availability of equipment, facilities, or other resources, check when a resource is already reserved.

1.

Select Tools > Configure > Company ResourcesCommonly requested items such as: conference rooms, projectors, demonstration products, company vehicles.. The Resources' Master File appears.

2.

Select View Schedule. The Resource(s) Activity ListA list of task or event information displayed in a set of tabs. dialog box appears.

○ Date: Date of the scheduled activity the resource is reserved for.

○ Time: Time of the scheduled activity the resource is reserved for.

○ Dur: Duration of the scheduled activity the resource is reserved for.

○ Contact: Name of the person who is the target of the activity; for example, the contact with whom a meeting is scheduled requiring the resource.

○ Code: Job code or other identifier that categorizes the activity the resource is reserved for.

○ Reference: Descriptive information regarding the activity the resource is reserved for.

3.

Use the following buttons to manage the resources in the Resource Schedule dialog box:

○ Complete: Displays the Complete dialog box where you enter information to complete the activity.

○ Delete: Deletes the scheduled activity. Selecting this option does not delete the resource.

○ Edit: Displays the [Activity] dialog box, such as Appointment, where you edit basic information for the scheduled activity.

4.

Alternatively, right-click and select an option from the local menu:

○ Complete: Displays the Complete dialog box.

○ Auto-Update: Displays the Auto-Update Resources dialog box.

○ Find: Displays the Find dialog box.

○ Output to: Output the schedule to the printer, Word, Excel, or the clipboard.

○ Delete: Deletes the selected scheduled resource.

○ Edit: Opens the scheduled activity for editing.

5.

Click Close to exit the dialog box.