Use the Reviews submodule to add ConceptShare Projects to jobs.
To use Reviews, you must have access to
Jobs as defined in User Access Rights under
Settings.
To add a ConceptShare Project to a job:
-
On the main toolbar, click
Jobs
.
-
In the left pane of the Jobs page, click
Jobs List and highlight the job where you want the Project to be added.
-
In the left pane of the Jobs page, 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