Adding a Booking on a Project Work Plan

This article provides detailed instructions on how to add a new booking to a Project Work Plan. Bookings are essential for managing resources, scheduling tasks, and ensuring project timelines are met. By following these steps, you can effectively allocate resources and maintain an organized work plan tailored to your project's needs.

Automatic assignment of Roles for new Project Team members added during the creation of a Hard/Soft Booking through the Work Plans

When creating a Hard or Soft Booking, for a Resource from any of the Work Plans, the Resource is automatically added to the Project Team, the system automatically assigns them the Role that was previously defined for them in the Work Plan. This means that the Roles assigned to each team member in the Project Team match those specified in the Work Plan, ensuring consistency throughout the project life-cycle.

When multiple Hard/Soft Bookings are made for the same Project Team member with different Roles, the Role assigned during the creation of the first Hard/Soft Booking will define the Role for that team member within Project Team page. Subsequent bookings for the same team member will not override or change this initially assigned Role.

For any existing members of the Project Team, their Roles remain unchanged. This means that any team members who were previously assigned Roles will retain those Roles.

  1. From the Icon Bar click Project List .
  2. From the Project List page, select the Project you wish to edit by following one of these steps:
    1. Click the Project context menu button to expand it. From the available options click Edit.
      OR
    2. Click the name of the Project you wish to access.

      Tip: Use the search capability for an efficient way of finding the specific project. For further details refer to Searching for a Project within the Project List page.

  3. Hover your mouse over the Planners tab and click the Work Plan option.
  4. Click New and then select Booking.
  5. Upon the New Booking dialog box displaying, select a Role.

    Select the Role

    Tip: An alternative is to click the Find button to the right of the Role box.

  6. If applicable, enter or select a user from the User selection box.

    Select the User

    Tip: Alternatively, you can click the Find button located to the right of the User box.

  7. If applicable, enter or select a project from the Project selection box.

    Note: When using the Project Work Plan, the Project field is pre-filled with the project currently being viewed and is read-only.

  8. The Task selection box will only be displayed if it is configured in the Booking Attributes Setup page. By default, the Task selection box displays only current tasks (with an End date of today or in the future). If applicable, enter or select a task from the Task list.

    Select the Task

    Tip: Alternatively, you can click the Find button located to the right of the Task box to access the Task List dialog box.

    Note: If you want to view all Tasks, excluding suspended ones, you can check the Show All Tasks option in the Task List dialog box while browsing for a Task. Once selected, all non-suspended tasks will appear in both the Task selection box and the Task List dialog box. Your selection will be remembered across all Work Plans and Views for the same browser, so you won’t need to adjust it repeatedly.

  9. If applicable, within the Allocation section, select and enter the allocation requirements for the Booking. Click here to view the article on allocating time.

    Set the Allocation details

  10. If applicable, within the Booking Properties section, select the required option(s).

    Set the Booking Properties

  11. Click Save to save the booking, and automatically close the Add Booking dialog box and return to the Work Plan.

For further details refer to: