Book Project Postings

Use the Project Posting submodule to book project postings.

To use the Project Posting submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To book project postings:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Follow-up > Project Posting.
  3. If you have more than one company in your system, use the drop-down list above the grid toolbar to select the company of the project postings that you want to book.
  4. Use the Include up to this date field to select the date of the project postings that you want to book.
  5. Highlight or hover over the project posting type that you want to book and click Booking .
  6. In the confirmation dialog box, click Yes.
    WorkBook changes the status of the project postings from 50 - For booking to 60 - Booked.
  7. In the Information dialog box, take note of the journal number where the project postings were booked and click OK.