Add New Profile Subjects to Resource Profile Types

Use Resource Profiles in the Clients & Resources submodule in the Settings module to add new profile subjects to resource profile types.

To use Resource Profiles in the Clients & Resources submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new profile subject to a resource profile type:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new profile subject.
  3. In the left pane of the Settings page, click Clients & Resources > Resource Profiles.
  4. Highlight the resource profile type to which you want to add a new profile subject.
  5. On the subgrid toolbar, click Add New Profile Subject .
  6. To edit the Sub Type Title field, double-click on it.