Depending on your role in WorkBook, you can add projects to clients in
Resources. You can then add jobs to the projects in
Jobs.
Note: You must have permission to add, delete, and modify resources to complete this task.
-
On the main toolbar, click
Resources
.
-
On the right side of the grid toolbar, under the filter icon
, select
Resource Default Grid from the drop-down menu.
-
Select the client to which you want to add a project by completing any of the following actions:
- In the
Search in Grid field, enter the name of the client, then select it from the grid.
- Click the
Filter field next to the
Search in Grid field, select
Clients
as your filter, and select the client from the grid.
-
On the grid toolbar, click
Resource Information
/ to display the client card.
-
On the side toolbar of the client card, click
Projects
.
-
On the top toolbar of the client card, click
Add Project
.
-
In the Create Project dialog box, enter the project name and click
OK.
if you want to make the project a retainer project, select
Project Retainer.
-
In the top grid, modify the following columns for the new project as needed:
- Project PO Currency
- Project Purchase Order
- Description
- Responsible
- Selectable on New/Existing Jobs
- Folder
- External Code