Step 2 : Creating Work Books

Work Books are a way of grouping Work Sheets.

Work Book Design Decisions

When viewing in the Register spread, drop-down lists are used to select the Work Book and the Work Sheet to be displayed.

Work Book groups should be designed to make navigation and use of the Registers as simple and accessible as possible. This means taking the process, or the way the information is being provided, into account.

For example; there are spec homes being constructed across five land estates. Information is being received from a single source for multiple jobs, and the allocation of resources is being decided by estate, rather than individual jobs.

There are two potential ways of structuring this in ARM;

1. A Work Book could be created for each of the Estates, so that Work Sheets can be created from Registers specific to Land Development, Permit Progress, Construction, or Maintenance; or
2. A single activity or supplier, such as Quality Inspections, could be set up as a Work Book group, with separate Work Sheets created from a single Register for each Estate. 

Procedures

Adding A Work Book

1. With the Work Book list selected, from the Manage toolbar group, click . The Work Book dialog will be displayed.
2. Enter the details.
3. Click Save. The dialog will close and a new work book will be added.

Applying Sorting To A Work Sheet

1. From the Work Sheet list, select a work sheet to which sorting will be applied.
2. With the Sort list selected, from the Manage toolbar group, click . The Sort dialog will be displayed.
3. Enter the details.
4. Click Save. The dialog will close and sorting will be applied to the selected work sheet.

Fields can be moved up or down the Grouping and Sorting lists by using the   buttons.