Display the Pipeline Card from the Resource Information Card
Depending on your role in WorkBook, you can display the pipeline card from the resource information card in Resources.
Note: You must have permission to add, delete, and modify resources to complete this task.
To display the pipeline card from resource information card:
- On the main toolbar, click Resources .
- In the Resource Type Filter field next to the Search in Grid field, select Prospect as your filter.
- In the grid, select a prospect.
- On the grid toolbar, click Horizontal Resource Information or Vertical Resource Information to display the resource information card, if it is not already displayed.
- On the side toolbar of the resource information card, click Pipeline .
- In the resource information card grid, select a pipeline.
- On the right edge of the top toolbar of the resource information card, click .
Parent Topic: Display the Pipeline Card