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
- In the Create Resource window, click the Calendar tab. The calendar displays bookings, vacation days, etc. for the resource.
- 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.
- 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.
- To make a resource unavailable for booking on a certain date, select the date and check the Unavailable due to checkbox. You can click the drop-down list and select a reason.
- 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.
Last Published Monday, August 28, 2023