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WorkBook is a modular system, with the UI and functionality tailored according to license type, user permission set and your company’s system configuration.
ICON | MENU | DESCRIPTION |
  | Dashboard | Use widgets for easy access to information, report data and databoards. |
  | Inbox | Automated notifications (i.e. overdue deadlines, digital approvals required). “Chat” facility & messages with other people within your company. Conversations relating to: project briefs, tasks, resourcing, estimates, timesheets can all take place in WorkBook Chat. |
  | Tasks | Individual task list, approvals and follow-up views, including assigned tasks, price quote, time entry, and WIP adjustment approvals. |
  | Time & Expense | Log and submit timesheets, absences and expenses. |
  | CRM | Create and manage clients & prospects, pipelines and CRM activities. |
  | Resources | Create and maintain employee, client, prospect and supplier records. |
  | Jobs | Create and maintain jobs and job-related data, including price quotes, schedules, purchase orders, invoices, and costs. |
  | Scheduling | Overall capacity, utilisation and resource planning views. |
  | Email import | If using the email import function, you can access your emails via the WorkBook interface. |
  | Finance & Administration | Finance tasks are completed here, including project postings, net revenue forecast, cost entries and creditor invoices. |
  | Settings | Core system and company settings are managed here, including dimensions, activities and price lists, system and company variables, and approval workflows. |
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