Turn On Soft and Hard Booking

To turn on the option to designate resource assignments as "soft" (tentative) or "hard" (confirmed or approved), go to the Resource Settings form on the Resource Planning Settings.

If your firm sets up DPS for multiple companies, this setting applies to all companies.

To turn on soft and hard booking:

1. In the Navigation pane, select Settings > Resource Planning > Resource Settings.
2. Under Use Soft and Hard Booking for Assignments, select Yes.
3. Click Save.

Before users can hard book assignments, you must also select Allow to Hard Book Planned Hours on the Roles form in the desktop application for those security roles that are authorized to hard book assignments. (Exception: If your only activated application is CRM, you instead click Security Roles in the Settings section of the Navigation pane in the browser application, and select Can Hard Book.)