View and manage resource booking details (Calendar tab)

You can view and manage booking dates, unavailable dates (non-project time, such as vacation days), and more. The range of dates and total booked hours for each project/shell gives the Resource Manager an idea of how long the project/shell engagement is for the resource. Hard-bookings and soft-bookings are displayed on the calendar.

To view and manage the resource booking calendar and details

1 In the Create Resource window, click the Calendar tab. The calendar displays bookings, vacation days, etc. for the resource.
2 You can click the Month tab or Week tab to change the calendar view. A maximum of five projects/shells can be shown for any day in the month view. If a resource is booked for more than five projects/shells in a day, you can view them all in the week view.
3 To view all projects/shells for any given day, select a day and click the Booking Details button.

The Resource Booking Details window opens. The window displays the project/shell bookings for that resource on the selected date. For each project/shell, it shows project/shell number, project/shell name, booking status, dates when the booking starts and ends, total hours booked for the resource during this period on the project/shell, and total hours booked on the current date on the project/shell. The dates and hours shown include non-project time.

4 To make a resource unavailable for booking on a certain date, select the date and check the Unavailable checkbox. You can click the drop-down list and select an option.
The range of dates and total booked hours for each project gives the Resource Manager an idea of how long the project engagement is for the resource.
Hard-bookings and soft-bookings for the resource are displayed on the calendar.

 

 

 

 


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