WorkBook

Filter Project Postings of Specific Project Posting Types

Use Project Posting in the Follow-Up submodule in the Tasks module to filter project postings of time entries, WIP adjustments, sales invoices, and job closures.

To use Project Posting, you must have access to Tasks as defined in User Access Rights under Settings.

To filter project postings of specific project posting types:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Project Posting.
  3. If you have more than one Company in your WorkBook system, use the drop-down list above the grid toolbar to select the Company of the project postings that you want to filter.
  4. Highlight the project posting type of the project postings that you want to filter.
    Note: You can filter project postings of time entries (2), WIP adjustments (4), sales invoices (5), and job closures (6).
  5. Use the Filter on Job No. (Items 2, 4, 5, and 6 Only) field to filter the project postings that are displayed in the bottom grid.