This is used to book resources; that is, to fill project requirements with an available resource from the company. Resources can be booked within the duration of resource allocation.
Notes:
- The Resource Booking business process is used only to add bookings, not to modify existing bookings.
- The Resource Booking business process is not available in generic shells. However, you can book resources via manual entry on the Resource Booking Sheet.
- When a record reaches a defined terminal status, the resource is hard-booked.
- While the record is in a non-terminal status, the resource is considered soft-booked.
- Resource Manager configuration determines if overbooking is allowed.
To use a Resource Booking business process
Open a project or shell and launch the resource booking business process. In the upper form, pick a date range to book resources. The date range will constrain the detail form grid display. The line item list displays a summary of booking rows.
Example Resource Booking business process
- Click the Add button and choose Detail Line Item. The Find window opens.
- Click Select to allocate the role, and then click the Search button. The business process pre-populates with rows from the project allocations summary sheet.
- The resource is hard-booked when the terminal status Approved is reached in the workflow. The resource is soft-booked when the status is other than the terminal status, for example, Pending.