Depending on your role in WorkBook, you can add multiple custom codes to most resource types in
Resources. You can also delete custom codes that you no longer need.
Note: You must have permission to add, delete, and modify resources to complete this task.
To add or delete resource custom codes:
-
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 resource to which you want to add or delete custom codes from by completing any of the following actions:
- In the
Search in Grid field, enter the name of the resource, then select it from the grid.
- Click the
Filter field next to the
Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use
Clients as the filter and then select the client name from the grid.
-
On the grid toolbar, click
Resource Information
/ to display the resource information card.
-
On the side toolbar of the resource information card, click
Custom Codes
.
If you are adding custom codes to an employee in the employee card, click
on the side toolbar of the resource information card.
-
On the top toolbar of the resource information or employee card, click
Add Custom Code Reference
.
-
In the Add New Reference dialog box, enter the reference type and code value, then click
OK.
-
To delete a resource or employee custom code, select it from the grid and click
Remove Custom Code Reference
on the card toolbar.