---
title: "Resources Module Overview"
canonical: "https://technology.bytangram.com/space/TGKB/1406107759/Resources%20Module%20Overview"
format: markdown
---
The **resource **module is where companies, clients, suppliers, and employees are created and managed. The **resource** module is broken into two key areas:

1. Resource Default Grid
2. Employee Settings Grid

> 📝 Access to the resources module will depend on your WorkBook license type and your access level.

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

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## RESOURCE DEFAULT GRID NAVIGATION

Resources are created and accessed via the ‘Resources’ module from the main navigation bar.

![image](media://0cf5eb38-f63c-41e7-8399-97976f61392f)

| **NUMBER** | **FUNCTIONALITY** |
| --- | --- |
| **1** | The **resource list** shows you a list of resources, which can be used for reporting purposes. The columns visible can be chosen from the ‘sandwich’ menu outlined in reference #5 |
| **2** | This **drop-down** **menu** allows you to view the resource list in one of two ways:<br>1. Resource Default Grid
2. Employee Settings Grid |
| **3** | The **further options** menu is where you can create and deactivate resources. |
| **4** | The **filter** allows you to filter records by type (i.e. client, vendor), by company or dept. (only applicable for employees) or other attributes, such as geography. |
| **5** | Use the **modify grid** feature to group by **type** or remove columns not in use. |
| **6** | Use the **sidebar** to access, add and edit details relating to the resource that you have selected. This will open the resource card. |

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## EMPLOYEE SETTINGS GRID NAVIGATION

Employee records in WorkBook can be any type of user who needs access or a resource that relates to time. Employees are created and accessed via the ‘Resources’ module from the main navigation bar. 

![image](media://d204f808-494f-4824-8554-68430108bf8d)

| **NUMBER** | **FUNCTIONALITY** |
| --- | --- |
| **1** | The **employee settings resource list** shows you a list of employees, which can be used for reporting purposes. The columns visible can be chosen from the ‘sandwich’ menu outlined in reference #5 |
| **2** | This **drop-down** **menu** allows you to view the resource list in one of two ways:<br>1. Resource Default Grid
2. Employee Settings Grid |
| **3** | The **further options** menu is where you can create and deactivate employees. |
| **4** | The **filter** allows you to filter records by company or dept. or other attributes, such as geography. |
| **5** | Use the **modify grid** feature to group by **type** or remove columns not in use. |
| **6** | Use the **sidebar** to access, add and edit details relating to the employee that you have selected. This will open the employee card. |

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> Macro (contentbylabel)