Search for Resources

Use Teams in the Employee Settings submodule in the Settings module to search for resources.

To use Teams in the Employee Settings submodule, you must have access to Settings as defined in User Access Rights submodule Settings.

To search for a resource:

  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 that contains the resource for which you are looking.
  3. In the left pane of the Settings page, click Employee Settings > Teams.
  4. Click the Team Matrix tab.
  5. On the grid toolbar, use the Search Grid field to enter a keyword that is associated with the resource.