Recurrence and Suspension of Resource Tasks

When a Resource Task must be repeated over a period of time you can use the Recurrence feature. The Refresh feature drives the recurrence. When a time sheet is created also the refresh function will run and check for assigned tasks in the time sheet period or if the task has a recurrence pattern and is not suspended for the time sheet period. You can also "refresh" a time sheet from the time sheet header.

To set a recurrence for a task:

  1. On a Resource Task select Related > Recurrence Pattern to start the Recurrence Wizard
  2. On the first page of the Recurrence Wizard specify the following fields:
    1. Recurrence pattern: Daily, Weekly, Monthly, Yearly
    2. Start Date of the Recurrence
    3. End Date of the Recurrence (Set an end date for the recurrence or specify the number of occurrences)
    4. Number of the occurrences
  3. On the second page of the Recurrence Wizard specify the following:
    1. The number of occurrences per week, or
    2. The days of the week
  4. Click Finish to complete the wizard

Suspension

You can suspend a recurrence for a certain period, for example in a holiday period:

  1. On a Resource Task select Related > Suspension
  2. In the list Select New to create a new entry or Edit to update an existing entry.

A suspension must have a Start Date and an End Date. Optionally select a Reason Code for the Suspension.

See Also