Procedures Use the procedures in this section to view and follow up on project posting types. To use Project Posting, you must have access to Tasks as defined in User Access Rights under Settings. Related Topics:Filter Project Postings of Specific Project Posting Types Use Project Posting in the Follow-Up submodule in the Tasks module to filter project postings of time entries, WIP adjustments, sales invoices, and job closures. Show Values of Project Postings in the Amount Columns Use Project Posting in the Follow-Up submodule in the Tasks module to show the values of project postings in the amount columns. Filter Project Postings According to Date Use Project Posting in the Follow-Up submodule in the Tasks module to filter project postings according to date. Reset Running or Stuck Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to reset running or stuck project postings. Use Reset Running or Stuck Project Postings if WorkBook is having problems processing a large number of project postings. Book Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to book project postings. Display All Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to display all project postings. Open Voucher Cards of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to open voucher cards of project postings. Search for Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to search for project postings. Edit Post Date of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to edit the post dates of project postings. Reset Posting Date of Project Postings to Original Dates Use Project Posting in the Follow-Up submodule in the Tasks module to reset the posting dates of project postings to the original dates. Show Posting Suggestions of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to show posting suggestions. Use Show Posting Suggestions of Project Postings if you get errors when you try to book project postings. Display Open Entries of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to display the open entries of project postings. Open Job Cards of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to open the job cards of project postings. 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. Open Resource Card of Employees of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to open the resource card of employees of project postings. Open Customer Cards of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to open the customer cards of project postings. Parent Topic: Project Posting HomeWorkBook Online HelpTasksFollow-upProject PostingProcedures
Procedures Use the procedures in this section to view and follow up on project posting types. To use Project Posting, you must have access to Tasks as defined in User Access Rights under Settings. Related Topics:Filter Project Postings of Specific Project Posting Types Use Project Posting in the Follow-Up submodule in the Tasks module to filter project postings of time entries, WIP adjustments, sales invoices, and job closures. Show Values of Project Postings in the Amount Columns Use Project Posting in the Follow-Up submodule in the Tasks module to show the values of project postings in the amount columns. Filter Project Postings According to Date Use Project Posting in the Follow-Up submodule in the Tasks module to filter project postings according to date. Reset Running or Stuck Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to reset running or stuck project postings. Use Reset Running or Stuck Project Postings if WorkBook is having problems processing a large number of project postings. Book Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to book project postings. Display All Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to display all project postings. Open Voucher Cards of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to open voucher cards of project postings. Search for Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to search for project postings. Edit Post Date of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to edit the post dates of project postings. Reset Posting Date of Project Postings to Original Dates Use Project Posting in the Follow-Up submodule in the Tasks module to reset the posting dates of project postings to the original dates. Show Posting Suggestions of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to show posting suggestions. Use Show Posting Suggestions of Project Postings if you get errors when you try to book project postings. Display Open Entries of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to display the open entries of project postings. Open Job Cards of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to open the job cards of project postings. 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. Open Resource Card of Employees of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to open the resource card of employees of project postings. Open Customer Cards of Project Postings Use Project Posting in the Follow-Up submodule in the Tasks module to open the customer cards of project postings. Parent Topic: Project Posting HomeWorkBook Online HelpTasksFollow-upProject PostingProcedures