Retainers > Creating a Retainer Project

A retainer project is used to group all jobs covered by the retainer for reporting purposes.

There are two places to create a retainer project in WorkBook:

Who can create retainer projects will depend on access rights and your agency process.

Before a retainer project can be created the retainer module needs to be enabled, please refer to the article on the Retainer Module Setup

ON THIS PAGE YOU WILL FIND:

CREATE A RETAINER PROJECT AGAINST THE CLIENT

To create a retainer project against a client go to:

Go to the project settings tab > click create project button
Give the project a name - something recognisable that will differentiate the retainer project from other projects against the client e.g. client name | retainer | period covered
Check the project retainer box
Click ok

There are now two projects against this client – one is the retainer project and the other is the default project WorkBook has setup for the non-retainer jobs
When you next create a job for that client, the retainer project will be available in the project drop down

It is also possible to create projects at job creation. However, this does depend on access rights and your agency process.

The first job created against the retainer project will default to the master billing job

To create a retainer project at job creation go to:

If there is no + button present, you do not have access to this feature

Give the project a name - something recognisable that will differentiate the retainer project from other projects against the client e.g. client name | retainer | period covered
Check the project retainer box
Click ok

There are now two projects against this client – one is the retainer project and the other is the default project WorkBook has setup for the non-retainer jobs