Some objects in Unifier can be reserved for use. For example, in the Asset Manager, you could reserve a piece of equipment that needs to be used at a project site for three weeks.
In Unifier, you can reserve the following objects:
- Assets
- Document Manager records
- Configurable manager objects
- The object of a line item or simple type business processes (both workflow and non-workflow)
When these objects (assets, shells, spaces, etc.) are designed, they can be "calendar enabled," which means that the business process form for these objects will show a calendar option, and the object will be available for reservation.
In conjunction with these calendar-enabled objects, Unifier provides a reservation type business process which you can use to reserve these objects. A reservation BP is considered a type of cost BP in that it integrates with the Cost Manager to use cost codes at the company and project/shell level.
There are two ways to make a reservation:
- Using a reservation business process
By using a reservation business process (that has been designed and configured for your use), you can specify the date and time of the reservation. Depending on its design, this business process can also:
- Display availability and identify scheduling conflicts
- Denote the reservation as "tentative" or "confirmed"
- Gather cost information
- Specify additional details, such as the number of attendees, A/V requirements, food catering, etc.
- Show the reservation as a recurring event.
- Trigger another business process, such as a work order.
- Using a quick calendar
By using the quick calendar option that is available on any business process (that was designed to be calendar-enabled), you can open the calendar and enter the parameters for your reservation.
Note: For an asset in the Asset Manager, the quick calendar is the only way you can reserve an asset; you cannot use the reservation business process.