Add or Delete Resource Custom Codes

Depending on your role in WorkBook, you can add multiple custom codes to most resource types in Resources. You can also delete custom codes that you no longer need.

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

To add or delete resource custom codes:

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 resource to which you want to add or delete custom codes from by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
4. On the grid toolbar, click Resource Information / to display the resource information card.
5. On the side toolbar of the resource information card, click Custom Codes .
   If you are adding custom codes to an employee in the employee card, click Settings > Custom Codes on the side toolbar of the resource information card.
6. On the top toolbar of the resource information or employee card, click Add Custom Code Reference .
7. In the Add New Reference dialog box, enter the reference type and code value, then click OK.
8. To delete a resource or employee custom code, select it from the grid and click Remove Custom Code Reference on the card toolbar.