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Projects can be created and assigned at job creation, or created and managed via the resources module. The method used will depend on your agency processes and your access role.
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Each client must have at least one project associated with them, therefore at client creation WorkBook creates a project called Jobs [client name]. This is then used as the default project assigned at job creation. |
ON THIS PAGE YOU WILL FIND: | ||||||
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ACCESS THE CLIENT CARD
Projects can be created and managed via the client card.
Go to the resources module > resource default grid
Select the client > open the client card
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PROJECTS NAVIGATION
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NUMBER | FUNCTIONALITY |
1 | The project settings tab is where you can create, delete and edit projects |
2 | The project conversations tab allows you to view or create conversations against the project |
3 | Use the add project icon to create a new project |
4 | Use the delete project icon to delete a project |
5 | The enable/disable project icon allows you to disable the project as long as there’s no associated jobs |
6 | Use the project settings sidebar to amend any details relating to the project you have selected |
7 | The jobs tab shows all the standard jobs that are related to the selected project |
8 | The retainer jobs tab shows all the master and delivery jobs that are related to the selected project |
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AMEND THE DEFAULT PROJECT NAME
From the client card > select the projects tab
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Click in the project name field to amend the project name
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CREATE A STANDARD PROJECT
From the client card > select the projects tab
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| Note |
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For a standard project DO NOT check the project retainer box |
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CREATE A RETAINER PROJECT
From the client card > select the projects tab
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Click the add project icon
Enter the project name
Check the project retainer box
Click ok
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ASSIGN A PROJECT TO A JOB
Once a project is created it can be assigned to a job:
at job creation simply select the relevant project from the dropdown list
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2. via the job properties sidebar
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DELETE A PROJECT
From the client card > select the projects tab
Click the delete project icon
You will only be able to delete a project if no jobs are assigned to it
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