Discover some of the functions that you will regularly interact with in WorkBook in this overview of the Scheduling module.
<INSERT MODULE NAME> NAVIGATION
<insert numbered navigation image>
...
NUMBER
...
FUNCTIONALITY
...
1
...
2
...
3
...
4
...
5
...
6
Related articles
<click to add page relevant labels>
...
The resource module is where companies, clients, suppliers and employees are created and managed. The resources module is broken into two key areas:
Resource Default Grid
Employee Settings Grid
Access to the resources module will depend on your WorkBook license type and your access level.
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
...