Resources

Use the Resources module to define the resources that are involved in your projects in WorkBook. These include employees, Companies, suppliers, clients, connections, competitors, and technical resources. After you add resources, you can update the information about these entities as needed.

Employees

You can perform tasks that are associated with jobs and tasks that are assigned to other employees. You can add employees to Companies, enter time, update job progress, view task and job assignments, create one-on-one conversations, modify client-access settings, update log-in settings, reset passwords, and create absence entries and requests.

Companies

You can create Companies and define the parameters that they use to process transactions within WorkBook, such as invoice settings, job settings ,Price Quote settings, and employee access settings. You can also upload Company documents, add custom codes, have conversations with other WorkBook users who have access to the Company, and maintain contact information about the Company.

Contacts

You can add and manage contacts for Companies, clients, suppliers, prospects, and other project resources.

Clients

You can create clients and define the parameters that WorkBook uses to process transactions between these clients and the Companies in your WorkBook system. These parameters include Price Quote settings, Purchase Order settings, employee and Company access settings, invoice settings, and job permission settings. You can also link clients to specific debtors and keep track of the brands that are associated with each client.

Companies

You can create Companies and define the parameters that they use to process transactions within WorkBook, such as invoice settings, job settings, Price Quote settings, and employee access settings. You can also upload Company documents, add custom codes, have conversations with other WorkBook users who have access to the Company, and maintain contact information about the Company.

Suppliers, Competitors, Connections, and Related Resources

You can add suppliers, competitors, connections, and related resources to your WorkBook system and define their settings. For example, you might want to keep track of the competitors to whom you lose projects.