Create Business Types

Use Business in the Clients & Resources submodule in the Settings module to create business types.

To use Business in the Clients & Resources submodule, you must have access to Settings as defined in User Access Rights access under Settings.

To create a business type:

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 for which you want to create a business type.
3. In the left pane of the Settings page, click Clients & Resources > Business.
4. On the grid toolbar, click Create New Business Type .
5. To edit the Business and Code fields, double-click on the corresponding field.