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:

1. On the main toolbar, click Resources .
2. In the Filter field next to the Search in Grid field, select Prospect as your filter.
3. In the grid, select a prospect.
4. On the grid toolbar, click Resource Information / to display the resource information card, if it is not already displayed.
5. On the side toolbar of the resource information card, click Pipeline .
6. In the resource information card grid, select a pipeline.
7. On the right edge of the top toolbar of the resource information card, click .