Set a Project as a Retainer Project

Depending on your role in WorkBook, you can set a project as a retainer project as long as the project still does not have jobs linked to it in Resources. Once the retainer project is set up, you can create a master job and link that job and any other retainer jobs to the retainer project..

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

To set a project as a retainer project:

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 client for which you want to set as a retainer project by completing any of the following actions:
   • In the Search in Grid field, enter the name of the client, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
4. On the grid toolbar, click Resource Information / to display the client card.
5. On the side toolbar of the client card, click Projects .
6. In the client card grid, select the project that you want to set as a retainer project.
7. On the top toolbar of the client card, click Enable/Disable Retainer Job .