Create a Client > Projects
- Kye Hush
In WorkBook projects are used to group a series of client jobs together for the purpose of reporting.
Projects can be created and assigned at job creation, or created and managed via the resources module. The method used will depend on your agency processes and your access role.
There are two types of projects in WorkBook 1) standard projects and 2) retainer projects. This article focusses on standard projects.
Each client must have at least one project associated with them, therefore at client creation WorkBook creates a project called Jobs [client name]. This is then used as the default project assigned at job creation.
ON THIS PAGE YOU WILL FIND: |
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ACCESS THE CLIENT CARD
Projects can be created and managed via the client card.
Go to the resources module > resource default grid
Select the client > open the client card
PROJECTS NAVIGATION
NUMBER | FUNCTIONALITY |
1 | The project settings tab is where you can create, delete and edit projects |
2 | The project conversations tab allows you to view or create conversations against the project |
3 | Use the add project icon to create a new project |
4 | Use the delete project icon to delete a project |
5 | The enable/disable project icon allows you to disable the project as long as there’s no associated jobs |
6 | Use the project settings sidebar to amend any details relating to the project you have selected |
7 | The jobs tab shows all the standard jobs that are related to the selected project |
8 | The retainer jobs tab shows all the master and delivery jobs that are related to the selected project |
AMEND THE DEFAULT PROJECT NAME
From the client card > select the projects tab
Click in the project name field to amend the project name
CREATE A STANDARD PROJECT
From the client card > select the projects tab
Click the add project icon
Enter the project name
Click ok
For a standard project DO NOT check the project retainer box
CREATE A RETAINER PROJECT
From the client card > select the projects tab
Click the add project icon
Enter the project name
Check the project retainer box
Click ok
ASSIGN A PROJECT TO A JOB
Once a project is created it can be assigned to a job:
at job creation simply select the relevant project from the dropdown list
2. via the job properties sidebar
DELETE A PROJECT
From the client card > select the projects tab
Click the delete project icon
You will only be able to delete a project if no jobs are assigned to it
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