Open Client Cards of Project Postings

Use Project Posting in the Follow-Up submodule in the Tasks module to open the client cards of project postings.

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

To open the client card of a project posting:

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 posting whose client card you want to open.
4. Highlight the Time Entries, Material Entries, or WIP Adjustments project posting type of the project posting whose client card you want to open.
5. On the side toolbar of the bottom grid, click .
6. Highlight the project posting whose client card you want to open.
7. Double-click on the corresponding Client field.
   WorkBook opens the client card.
8. Click Close .