Saving a new booking and immediately copying it to create a new one

This article covers saving a new booking and immediately copying it to create a new one in the Add Booking dialog box.

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. From the Project Edit page, hover your mouse over the Planners tab and select Work Plan from the available options.
4. Click New and then select Booking. For further details on how to create a Booking refer to Adding a Booking on a Project Work Plan.
5. Click the Save and Copy link to save the Booking and reset the Add Booking dialog box with the exact same properties as those selected to create a new booking.

   

6. View the message confirming the Booking had been successfully saved.
7. The dialog box has been reset with the exact same properties as those selected to create a new booking.

   Note: Any Notes or Additional Skills associated to the original booking are copied over, but are only saved once the new booking is successfully created.