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Add a Booking in to Resource Plan

In this section:

This article explains how to add a resource booking to a resource plan.

Click Add Booking AddBookingIcon.png. The Booking form will open. Complete the form.

  • Select Resource: Begin typing the Resource Name, whether a named user or generic. Available matching names will show. Make your selection.

  • Select Plan: Select the plan where you would like to add the booking.

  • Booking Dates: date range for the allocation. Select a From and To month and year.

  • Allocation Type: Enter the value in ONE of the allocation types, either hours per month, % allocation, or total hours. If you select total hours, the hours will be divided evenly across the time selected between the booking dates.

Click Add when done.

AddBookingForm.png