WorkBook

Open Resource Card of Project Managers of Sales Invoices Ready to be Printed or Emailed

Use the Sales Invoices Ready to be Printed or Emailed submodule to open the resource card of the project managers of sales invoices that are ready to be printed or emailed.

To use the Sales Invoices Ready to be Printed or Emailed submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the resource card of the project manager of a sales invoice ready to be printed or emailed:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Sales Invoices Ready to be Printed or Emailed.
  3. Highlight the sales invoice ready to be printed or emailed of the project manager whose resource card you want to open.
  4. Double-click on the corresponding PM field.
    WorkBook opens the project manager's resource card.
  5. Click Close .