Open Resource Card of Project Managers of Job Custom Codes

Use Job Custom Codes Setting in the Follow-Up submodule in the Tasks module to open the resource card of the Project Managers of job custom codes.

To use Job Custom Codes Setting, you must have access to Tasks as defined in User Access Rights under Settings.

To open the resource card of the Project Manager of a job custom code:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click Follow-Up > Job Custom Codes Setting.
  3. Highlight the job custom code of the Project Manager whose resource card you want to open.
  4. Double-click on the corresponding PM field.
    WorkBook opens the Project Manager's resource card.
  5. Click Close .