Add New External References

Use External Reference Setup in the Advanced Tools submodule in the Settings module to add new external references that you can use to map external information to jobs, Purchase Orders, and resources.

To use External Reference Setup in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new external reference:

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 external reference.
3. In the left pane of the Settings page, click Advanced Tools > External Reference Setup.
4. On the grid toolbar, click Add External Reference .
5. In the Add External Reference dialog box, enter or select the appropriate information for the Name, Regex, and Reference Type fields.
6. To identify an external reference as unique, select the Unique check box.
7. Click Yes.