Bookings in MyPlan

You can create and manage a booking to allocate time for tasks assigned to you. Project and/or resource managers can also create and manage bookings for resources under their supervision.

Note: Depending on how the system is configured and on which privileges you have, you might not see this menu item.

To create a booking in MyPlan:

  1. Go to Time & Expenses » Time & Expenses » Time » MyPlan.
  2. In the calendar, choose a date and right-click on a time interval.
  3. On the shortcut menu, select New Booking.
  4. On the New Booking dialog box, select a project or task from the drop-down list for the Select project / task field.
  5. Select the number of hours for the Hours field.
  6. Click the Create Booking button to save the booking.
In addition, you can give the booking an Assignment Description. This is a note that is shared among all of your bookings on the same task. A Booking Description is a note on the specific booking.