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 |
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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 company and easily find records relating to your office/agency. |
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 |
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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.
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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:
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