Reservation Business Process
Some objects in the system can be reserved for use. For example, you could reserve a piece of equipment that needs to be used at a project site for three weeks.
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, and so on) 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, the system 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, and so on
- 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.
In This Section
Using a Reservation Business Process
Using Quick Calendar Entry on a Business Process
Last Published Sunday, July 20, 2025