Use the Job settings option under the Monthly WIP adjustments follow-up submodule to add resources to assigned job teams of selected jobs.
To use the Monthly WIP Adjustments Follow-up submodule, you must have access to
Finance & Administration as defined in the User Access Rights submodule under
Settings.
To add a resource to an assigned job team:
-
On the main toolbar, click
Finance & Administration
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company to which you want to add a job team resource.
-
In the left pane of the Finance & Administration screen, click
.
-
Highlight the job of the assigned job team that you want to add a resource to and on the grid toolbar, click
Job settings
.
-
Click the Job Team tab and click
Open Resource Footer
.
-
In the Resource footer, highlight the resource that you want to add to the job team and click
Add resource
.
Alternatively, highlight or hover over the resource you want to add to the job team and click
Add Resource to Team
.