WorkBook

Define Optional Fields for Resources

Depending on your role in WorkBook, you can define optional fields for resources in Resources. For example, you can use the optional fields to gather agency-specific information about a client.

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

To define optional fields for a resource:

  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 optional fields 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 Optional Fields .
  6. Enter your comment and the names of the optional fields in the fields provided.