Duplicate a Whereabout Profile

Depending on your role in WorkBook, you can create duplicates of whereabout profiles in Time & Expense, Resources, or Finance & Administration so will you not have to manually set up similar or identical profiles.

Note: To complete this task, you must have access to Allow time entry as defined in the employee cross-company setup under Settings.

To duplicate a whereabout profile:

  1. Depending on your role in WorkBook, take any of the following actions:
    • If you are an employee and you want to duplicate a whereabout profile in your account, select one of the following options:
      • Go to Time & Expense and click Time & Expense > Whereabout.
      • Go to Time & Expense, click Personal Information > My Settings, and click Whereabout on the side toolbar of the grid.
    • If you are a time sheet approver, manager, company administrator, or traffic manager and you want to duplicate a whereabout profile in your employee's account, select one of the following options:
      • Go to Resources, select an employee in the main grid, click Resource Information / on the grid toolbar, and click Settings > Whereabout on the side toolbar of the employee card.
      • Go to Finance & Administration, click Cost Entry > Whereabout, and select an employee in the right pane.
  2. In the grid, select the whereabout profile that you want to duplicate.
  3. Click Duplicate on the grid toolbar or top toolbar, depending on where you are in the user interface.
  4. In the Choose a Date dialog box, select the date where you want to assign the whereabout profile.
    You cannot assign a duplicate whereabout profile to the same date as the original.