Adding Resources to Activities

You can add resources to an activity.

To add resources to an activity

  1. Navigate to the Calendar screen.

  2. In the daily, weekly, or monthly calendar format, click the hyperlink for an activity description to access the activity.

    The Calendar Detail form appears with the Participants list beneath it.

  3. In the Participants list, click Add Resource.

    The Pick Resource dialog box appears.

  4. Query for the type of resource you are looking for.

  5. Select one or more records, and click Check Availability.

    Only the resources that you select in step 4 appear. A check mark appears in the Available column for any resource that is available during the time of the activity.

  6. Select the available or unavailable resources that you want to add to the activity, and then click OK.

    The selected resources appear in the Participants list.