Use the Reviews submodule to add ConceptShare Projects to jobs.
To use the Reviews submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To add a ConceptShare Project to a job:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar of the Jobs screen, click
Jobs List and highlight the job where you want the Project to be added.
-
On the side toolbar of the Jobs screen, click
Reviews.
-
On the Reviews screen, click
Create.
The Project is created. WorkBook displays the option to create a Review.
Note: The default Project name is the Job Name + Job ID, separated by a dash. For example:
123456 - Marketing Collateral