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Access to the resources module will depend on your WorkBook license type and your access level.
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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 |
|---|---|
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:
|
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
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.
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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 |
|---|---|
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.
Job dates
Project Manager or Account Manager on the Job
Project
Client Contact
Job Type
Dimensions
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:
Create a job
Duplicate a job
Move job to another client
Add a time entry
View job KPI
View job log
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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:
|
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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