Managing Resource Bookings in the Resource Center

You can use the resource center to make changes to resource bookings at the lowest drill-down level (Booking type):

• Search and select a resource to reassign all existing future bookings in the row. See Reassign Bookings.

• Inline edit hours booked for each week or month in the booking grid. You can copy multiple cell values using the copy and paste or fill handle functionality. See Adding or Editing Booking Hours.

• Inline edit booking information such as Booking type and Notes. The changes apply to all existing future bookings in the row. See Adding or Editing Booking Information.

Reassign Bookings

You can change the resource for all bookings in the row going forward.

To reassign bookings:

1. Click the carets next to the resource name, project and task to show booking rows with information you want to change. You can only change booking information at the lowest drill-down level (booking type).

2. Locate the row for bookings you want to reassign.

3. Under the Actions column. Click the search icon .

   The search resources drawer opens and shows the list of resources.

   Note:

   For performance reasons, the drawer shows only a subset of resources, depending on your preference for the Number of entries to show in employee dropdowns

4. In the search box, type a few letters of the resource's name. The drawer filters the list as you type. To search all resources, type three or more letters from the resource's name in the search box and press Enter.

5. Select the resource you want to reassign the bookings to.

6. Click Apply to replace the current resource with the selected resource, or Cancel to return to close the panel without replacing the resource.

   A confirmation message appears after you replace the resource.

Adding or Editing Booking Hours

You can use inline editing to add or change hours booked for each week or month in the booking grid. You can copy multiple cell values using the copy and paste or fill handle functionality.

Review the following guidelines:

• When adding or changing hours in a booking grid cell, SuiteProjects Pro creates a separate booking record for this booking grid cell. In a week-by-week schedule, bookings are created for each week. In a month-by-month schedule, bookings are created for each month.

• When changing hours for a booking spanning several booking grid cells (several weeks or months), SuiteProjects Pro creates separate bookings for the cell you modified, the range of cells from the original booking immediately to the left of the cell you modified, and the range of cells from the original booking immediately to the right of the cell you modified.

• Switching between weekly and monthly granularity without adding or changing hours does not change the bookings.

  • Hours added in a month-by-month schedule are shown as distributed proportionally across all the full weeks and part weeks in that month when you switch to weekly granularity.

  • Hours added in a week-by-week schedule are summarized when you switch to monthly granularity. Hours for overlapping weeks (weeks overlapping across two consecutive months) are shown as distributed proportionally across both months.

• You should use the same granularity when adding and modifying booking hours. Adding hours in one granularity and modifying these hours in the other granularity may lead to unintended decimals and cell value overrides.

To add or edit booking hours:

1. Click the carets next to the resource name, project and task to show booking rows with information you want to change. You can only change booking information at the lowest drill-down level (booking type).

2. Double click the booking row cell you want to modify, and enter the number of hours you want to book the resource for in that week or month. Repeat for each cell you want to modify.

   You can:

   • Copy or cut values from the booking grid to the clipboard and paste values from the clipboard to the booking grid. See Copying, Cutting and Pasting Booking Row Cells.

   • Copy a range of cells to adjacent cells horizontally or vertically. See Copying Booking Row Cells Using the Fill Handle.

   Cells with unsaved changes shows with a blue color background when you go to a different cell.

3. After you make all changes, click Save in the toolbar to save all unsaved changes, or Discard to discard all unsaved changes.

   A confirmation message appears after you save changes.

   Note:

   If there's an error preventing the save operation, booking cells with an error show with a black border. Point to the cell to show the error description.

Adding or Editing Booking Information

You can use inline editing to add or change booking information under the following columns for all bookings in the row going forward:

• Booking type — Select the booking type.

• Notes — Add or edit notes for the bookings.

To add or edit booking information

1. Click the carets next to the resource name, project and task to show booking rows with information you want to change. You can only change booking information at the lowest drill-down level (booking type).

2. Double-click the cell containing the information you want to add or change.

3. Select, or enter the information. When entering information, press Enter or click outside the cell

   Cells with unsaved changes shows with a blue color background when you go to a different cell.