Clients are created in the resource module and are usually managed by designated role(s) or person(s) within your agency. Once a client is created, XXXXXXXClients are created in the resource module and In WorkBook a project is a layer between the client and the client’s jobs. Projects group a series of jobs together, for reporting purposes and can be created and managed via the resources module.
Projects are usually managed by designated role(s) or person(s) within your agency. Once a client is created, contacts can be stored against the clientHowever, depending on your agency’s processes, in some instances projects can be created simultaneously withjob creation.
There are two types of projects in WorkBook:
Standard project
Retainer project
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Each client must have at least one project associated with them, so at client creation WorkBook creates a project called Jobs [client name]. |
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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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ACCESSING THE CLIENT CARD
There are two options for adding additional information to a client:
via the client card pop-up upon creating the client
When creating a new client, upon clicking ok a pop-up client details card will appear where you can begin adding additional information
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via the
resources module > resource default grid
Select the client > open the client card
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Projects are 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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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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CREATING A STANDARD PROJECT
From the client card > select the projects tab
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Click the add project icon
Enter the project name
Click ok
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For a standard project DO NOT check the project retainer box |
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CREATING 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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ASSIGNING A PROJECT TO A JOB
Once a projected is created it can be assigned to a job:
at job creation
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2. via the job properties sidebar
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DELETING 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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