The resource module is where companies, clients, suppliers and employees are created and managed. The resource 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: |
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RESOURCE DEFAULT GRID NAVIGATION
Resources are created and accessed via the ‘Resources’ module from the main navigation bar.
NUMBER | FUNCTIONALITY |
|---|---|
1 | This drop-down menu allows you to view the resource list in one of two ways:
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2 | The further options menu is where you can create and deactivate records. |
3 | 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. |
4 | Use the modify grid feature to group by type or remove columns not in use. |
5 | Use the sidebar to access, add and edit details relating to the resource that you have selected. This will open the resource card. |
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.
NUMBER | FUNCTIONALITY |
|---|---|
1 | |
2 | The further options menu is where you can create and deactivate records. |
3 | 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. |
4 | Use the modify grid feature to group by type or remove columns not in use. |
5 | Use the sidebar to access, add and edit details relating to the resource that you have selected. This will open the resource card. |