Depending on your role in WorkBook, you can create duplicates of whereabout profiles in
Time & Expense, Resources, or
Finance & Administration so will you not have to manually set up similar or identical profiles.
Note: To complete this task, you must have access to
Allow time entry as defined in the employee cross-company setup under
Settings.
To duplicate a whereabout profile:
-
Depending on your role in WorkBook, take any of the following actions:
- If you are an employee and you want to duplicate a whereabout profile in your account, select one of the following options:
- Go to
Time & Expense and click
.
- Go to
Time & Expense, click
, and click
Whereabout
on the side toolbar of the grid.
- If you are a time sheet approver, manager, company administrator, or traffic manager and you want to duplicate a whereabout profile in your employee's account, select one of the following options:
- Go to
Resources, select an employee in the main grid, click
Resource Information
/ on the grid toolbar, and click
on the side toolbar of the employee card.
- Go to
Finance & Administration, click
, and select an employee in the right pane.
-
In the grid, select the whereabout profile that you want to duplicate.
-
Click
Duplicate
on the grid toolbar or top toolbar, depending on where you are in the user interface.
-
In the Choose a Date dialog box, select the date where you want to assign the whereabout profile.
You cannot assign a duplicate whereabout profile to the same date as the original.