RB User Guide > Calendar > Tasks

Overriding resource availability

When assigning resources, RB automatically removes resources from the Available Resources list who do not fit your search criteria for the task you are currently assigning. For example, if the task falls outside of a resource’s schedule, the resource will not appear in the Assign Resource panel for the task. You can override RB’s available resource filter to access those resources and assign them.

1. When assigning resources, if you do not see a resource you want in the Assign Resource panel, click to select No in the Show Available Only slider in the Search By pane. See Assigning resources from within a job.
2. If you are looking for a particular resource, enter their name or partial name in the Resource field.
3. Click .
4. Click > Assign to the name of the resource you want to assign to the task.
5. In the New Task/Edit Task panel, click Save.
6. In the popup, click Yes to send the resource an assignment notification immediately or click No and alert them later. See Notifying resources.

Reference

• Resources

Step-by-step instructions

• Assigning resources from within a job
• Notifying resources