Book Project Postings

Use Project Posting in the Follow-Up submodule in the Tasks module to book project postings.

To use Project Posting, you must have access to Tasks as defined in User Access Rights under Settings.

To book project postings:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Follow-Up > Project Posting.
3. If you have more than one Company in your WorkBook system, use the drop-down list above the grid toolbar to select the Company of the project postings that you want to book.
4. Use the Include Up to this Date field to select the date of the project postings that you want to book.
5. Highlight or hover over the project posting type that you want to book and click Booking .
6. In the confirmation dialog box, click Yes.
   WorkBook changes the status of the project postings from 50 - For Booking to 60 - Booked.
7. In the Information dialog box, take note of the journal number where the project postings were booked, and click OK.