Resources Under Preparation

Use Resources Under Preparation under Finance & Administration to view and manage resources under preparation.

To use the Resources Under Preparation submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

The Resource Under Preparation submodule provides you with a list of all the resources that have been created within your WorkBook company that are under preparation.

Resource Under Preparation has one main grid and two sidebars.

You can perform the following actions directly from the main grid:
  • Approve a resource record
  • Reject a resource record
    Note: Only entries that have the status 20 (Awaiting Approval) can be rejected.
  • Force approve a resource record

You can use the filter buttons on the toolbar to display the entries by approval status, or use the Search field to find specific resource records based on the keywords that you enter.

To view and manage only the resources that require your approval, go to Tasks > Follow-Up > Resources Under Preparation.