Add a Client Project

Depending on your role in WorkBook, you can add projects to clients in Resources. You can then add jobs to the projects in Jobs.

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

To add a client project:

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 client to which you want to add a project by completing any of the following actions:
   • In the Search in Grid field, enter the name of the client, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
4. On the grid toolbar, click Resource Information / to display the client card.
5. On the side toolbar of the client card, click Projects .
6. On the top toolbar of the client card, click Add Project .
7. In the Create Project dialog box, enter the project name and click OK.
   if you want to make the project a retainer project, select Project Retainer.
8. In the top grid, modify the following columns for the new project as needed:
   • Project PO Currency
   • Project Purchase Order
   • Description
   • Responsible
   • Selectable on New/Existing Jobs
   • Folder
   • External Code