Add External References to an Employee

Depending on your role in WorkBook, you can add external references to employees in Resources.

Note: You must have permission to add, delete, and modify resources to complete this task.

To add external references to an employee:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the employee to whom you want to add external references by completing any of the following actions:
   • In the Search in Grid field, enter the name of the employee, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Employees as your filter, and select the employee from the grid.
4. On the grid toolbar, click Resource Information / to display the employee card.
5. On the side toolbar of the employee card, click External References .
6. Add external references as needed.