The resource module is where companies, clients, suppliers and employees are created and managed. The resources resource module is broken into two key areas:
...
ON THIS PAGE YOU WILL FIND: |
|---|
SCHEDULE OVERVIEW
The schedule overview lists the scheduling views available in WorkBook, here you can review overall data sets according to the filtering options selected in each view.
Calendar
Capacity Status Graph
Scrum Board
Task Matrix
Employee Task Summary
Timesheet Status
Timeline Calendar
Weekly Schedule
Year Calendar
...
TASK FOLLOW-UP
Similarly, task follow-up provides a list of views for reviewing WorkBook tasks, including:
Task List
Ticket List
Task Resource Booking Approval
Tasks Awaiting Closure
Tasks with Missing Activity
Tasks with Not Fully Booked Capacity
...
...
RESOURCE DEFAULT GRID NAVIGATION
Resources are created and accessed via the ‘Resources’ module from the main navigation bar.
...
NUMBER | FUNCTIONALITY |
|---|---|
1 | |
2 | The further options menu is where you can create and deactivate records. |
3 | The filter allows you to filter records by Type (i.e. client, vendor), by Company or Dept. (only applicable for employees) or other attributes, such as geography. |
4 | Use the modify grid feature to group by company and easily find records relating to your office/agency. |
5 | Use the sidebar to access, add and edit details relating to the resource that you have selected. This will open the resource card. |
...
EMPLOYEE SETTINGS GRID NAVIGATION
When an individual job is selected in the jobs list, you can then create items against that job such as quotes, invoices, timelines & purchase orders. You can also update and review information against the selected job directly from many of the list views.
...
NUMBER | FUNCTIONALITY |
|---|---|
1 | By selecting a job in the jobs list, you can drill into more information about that particular job |
2 | Down the left-hand side of the jobs list there are additional modules that relate to a selected job. The most common modules used are: 2a. Briefing – where finalised job briefs are uploaded 2b. Chat – create job specific conversation with other team members 2c. Tasks - create timelines/schedules on the selected job 2d. Price – create price quotes on the selected job 2e. Purchase Order – create POs on the selected job 2f. Invoice – create invoices on the selected job 2g. Costs – review costs (time, expenses, POs etc.) on the selected job. Close (“settle”) open POs that will not be subject to any further invoicing 2h. Documents – upload or download files saved to the selected job |
3 | The job properties side bar allows you to update job information e.g.
|
4 | This is the current job status, by clicking on it you can easily change the job status |
5 | The further options menu has additional job-related functions including:
|
...