The resource module is where companies, clients, suppliers and employees are created and managed. The resources resource module is broken into two key areas:
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Access to the resources module will depend on your WorkBook license type and your access level.
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ON THIS PAGE YOU WILL FIND: |
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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
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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
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RESOURCE DEFAULT GRID NAVIGATION
Resources are created and accessed via the ‘Resources’ module from the main navigation bar.
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NUMBER | FUNCTIONALITY |
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1 | The resource list shows you a list of resources, which can be used for reporting purposes. The columns visible can be chosen from the ‘sandwich’ menu outlined in reference #5 |
2 | This drop-down menu allows you to view the resource list in one of two ways:
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3 | The further options menu is where you can create and deactivate resources. |
4 | 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. |
5 | Use the modify grid feature to group by type or remove columns not in use. |
6 | Use the sidebar to access, add and edit details relating to the resource that you have selected. This will open the resource card. |
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EMPLOYEE SETTINGS GRID NAVIGATION
Employee records in WorkBook can be any type of user who needs access or a resource that relates to time. Employees are created and accessed via the ‘Resources’ module from the main navigation bar.
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NUMBER | FUNCTIONALITY |
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1 | The employee settings resource list shows you a list of employees, which can be used for reporting purposes. The columns visible can be chosen from the ‘sandwich’ menu outlined in reference #5 |
2 | This drop-down menu allows you to view the resource list in one of two ways:
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3 | The further options menu is where you can create and deactivate employees. |
4 | The filter allows you to filter records by company or dept. or other attributes, such as geography. |
5 | Use the modify grid feature to group by type or remove columns not in use. |
6 | Use the sidebar to access, add and edit details relating to the employee that you have selected. This will open the employee card. |
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