Search for Resource Profile Types

Use Resource Profiles in the Clients & Resources submodule in the Settings module to search for 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 search for 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 that contains the resource profile type for which you are looking.
3. In the left pane of the Settings page, click Clients & Resources > Resource Profiles.
4. On the grid toolbar, use the Search Grid field to enter a keyword that is associated with the resource profile type.