Add New Resource Profile Types

Use Resource Profiles in the Clients & Resources submodule in the Settings module to add new 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 create a new 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 resource profile type.
3. In the left pane of the Settings page, click Clients & Resources > Resource Profiles.
4. On the grid toolbar, click Add New Profile Type .
5. To edit the Profile Type field, double-click on it.