- Go to Projects > Resource Console and select a Sub Tab related to what you are trying to schedule: Dispatch Q, Project Tasks, Opportunity Funnel Items, or HR
- To schedule a Project Task, use the Filters button on the Project Tasks Sub Tab to narrow your results in the Tasks to Schedule grid.
- Put the Resource Console in EDIT mode using the EDIT icon, and then use the Calendar icon to select a date range, OR use the Calendar navigational icons (<< or >>). Select a timeline to view (Day, Week, etc.)
- Select a User from the User drop down menu
- In the Tasks to Schedule grid, highlight the item you would like to schedule
- In the Calendar grid, click and drag over a time frame to schedule an employee
- Click the SAVE icon. This action will automatically also create an Assignment for this Task / Employee combination