Automated Search Engine for Booking Creation

This feature lets project manager assign generic resources to projects and tasks, or define the required skill set (assignment profile) for each project or task, then search for matching resources and select the resources to book. After the project manager selects the resources to book, OpenAir will:

• Create bookings automatically for the best matched resources based on search results.

• Initiate the booking approval process.

• Substitute generic resources for specific resources automatically when the bookings are approved.

Example of use

As a project manager, you would typically work through the following steps:

1. Create a project plan with tasks.

2. Assign generic resources to tasks. You can also select an assignment profile for each task if the Project Assignment Profile optional feature is enabled for your company's OpenAir account.

3. Launch the generic resource booking search. The search returns the best matching resources.

4. Preview search results and select the resources you want to book.

5. Select the option to create and submit the bookings for approval automatically.

6. OpenAir creates the bookings and initiates the booking approval process.

7. After a booking is approved, OpenAir replaces automatically the generic resource with the specific resource booked.

To enable this feature, contact OpenAir Customer Support.

Note:

The Resource Booking Approvals optional feature must also be enabled for your account. See Resource Booking Approvals.

To let project managers search for resources based on the required skill set instead of generic resources, enable the Project Assignment Profile optional feature. See Project Assignment Profiles.