Managing Resource Bookings in the Project Center

Note:

This functionality is available only if project center options are set to show resource booking information – See Project Center Options.

You can view, create and manage resource bookings from the project center.

For information about using the toolbar and managing columns, see Project Center Toolbar.
For information about other display options, see Project Center Display Options.
For information about adding bookings, see Adding Resource Bookings to Your Project Plan.
For information about modifying bookings, see Modifying Resource Bookings in the Project Center.
For information about adding multiple bookings and distributing hours across adjacent cells on the same booking row, see Creating a Booking and Distributing Hours Over a Multiple Week Period.
For information about copying or cutting values from the booking grid to the clipboard and pasting values from the clipboard to the booking grid, see Copying, Cutting and Pasting Booking Row Cells.
For information about copying values into adjacent cells, see Copying Booking Row Cells Using the Fill Handle.
For information about copying bookings along with other project information when creating a new project from an existing project, see Copying Bookings with Projects.
For information about deleting booing rows, see Deleting a Booking Row in the Project Center.

General Guidelines

Review the following guidelines:

Form permissions and form rules are applied. Form scripts associated with the booking form will be triggered when updating a booking record directly from the project center.
The project center does not currently support the ability to open the properties form for a booking record directly from the project center view.

Tip:
If the Quickviews for Projects, Tasks and Employees optional features are enabled for your account, point to the name of the project, task or employee, press Shift and click All bookings to view a list view of all bookings for this project, task or employee in a new browser tab.
A label above the project center column headers indicates whether the project center is editable or read-only, depending on the access control settings for the project you are viewing and your permissions. Bookings cannot be added, deleted or updated if the project center view is read-only.

Note:
If the project can only be edited by the project owner or authorized users, the project center view is read-only for all other users unless the Allow employees with appropriate permissions to add project based items when they do not have permission to modify the project optional feature is enabled for your account and the user can edit project tasks.
Inline-editing for bookings in the project outline works the same way as for phases, tasks, and milestones.
You can use inline-editing to edit the information shown in the project outline columns for a grouped booking row.
- If you change any information in the grouped booking row, the information will be changed for all bookings in the group.
  
  If any of the grouped bookings have some unique information other than Project, Task, Customer, Employee, Job code, or Booking type, and if the relevant column is included in the project outline, the corresponding cell shows empty.
- Form scripts associated with the booking form are triggered for each booking record in the group. This may have a performance impact on the project center, depending on the number of bookings in the group and on how resource demanding the scripts are.
- If one of the bookings in the group is not editable, the grouped booking row is not editable.
You can change the selected resource to another named or generic resource for all bookings in a grouped booking row using the Change Resource icon . The booked resource will be changed for all bookings in the group.
Modifying a cell in the booking grid is equivalent to deleting the resource booking for that resource and for that week, and creating a new resource booking to replace it. Instead of updating the existing booking, OpenAir marks the existing booking as deleted and creates a new booking with the new hours. Tale this into consideration if you use the entrance function type parameter in form scripts to differentiate between newly created bookings and updated bookings. For more information about entrance function type parameters and OpenAir user scripting, see Entrance Function.