WorkBook

Merge Resource Profile Types

Use Resource Profiles in the Clients & Resources submodule in the Settings module to merge 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 merge resource profile types:

  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 that contains the resource profile types that you want to merge.
  3. In the left pane of the Settings page, click Clients & Resources > Resource Profiles.
  4. Highlight the resource profile type that you want to merge, and on the grid toolbar, click Merge Profile Type .
  5. In the Merge Profile Types dialog box, use the drop-down list to select the profile type with which you want to merge the highlighted resource profile type, and click OK.