Display the Pipeline Card from the Resource Information Card

Depending on your role in WorkBook, you can display the pipeline card from the resource information card in Resources.

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

To display the pipeline card from resource information card:

1. On the main toolbar, click Resources .
2. In the Resource Type Filter field next to the Search in Grid field, select Prospect as your filter.
3. In the grid, select a prospect.
4. On the grid toolbar, click Horizontal Resource Information or Vertical Resource Information to display the resource information card, if it is not already displayed.
5. On the side toolbar of the resource information card, click Pipeline .
6. In the resource information card grid, select a pipeline.
7. On the right edge of the top toolbar of the resource information card, click .