Create a Booking

In the top right of the screen you will see the “Add Booking” button. Select this and then from the dropdown list select either the first option – “Add Booking to the table” for any adhoc project work, or another event option such as Sick leave or Training etc.

  1. If you select “Add Booking to Table” you will be presented with a dialog box to add the required details.

  1. Add the details for your booking. Some fields are mandatory to ensure the booking is linked to a project.
  2. A short cut to the projects available to a user is available here and the milestones in that project if applicable.

  1. In the Allocation tab, the user's default role appears but also a dropdown menu will be available to select as different role from the rate card selected for that project. Note: A user can only be assigned to a resource item once so cannot be assigned to that same resource item as two different roles
  2. Click 'Save' and the event will be listed in the Planner on the selected days for the designated Users.
  3. Events can also be added directly from the calendar view by clicking and dragging across selected days for a selected User and then selecting “Add Booking”. In this way the dates and user will be already entered in the Event dialog.

  1. The Planner will show a User’s day with a red, green or amber colour.
  • If the event exceeds the User’s hours of availability, the event will be highlighted red.
  • If the event equals the User’s hours of availability, the event will be highlighted green.
  • If the event is less than the User’s availability, the event will be highlighted orange.

The User days / hours available are set in the User Manager in the Admintools section: