Create a Booking

Use these steps to create a booking in the Resource Summary View.

To create a booking:

  1. In the Resource Summary view, right-click an empty cell in booking rows and any cell in utilization rows. A popup displays with four fields.
  2. In the Event field, choose an event type from the dropdown list.
    Note: Available events depend on the Start and End fields. If the event start or finish intersects with the value in the Start / End fields, the event is included in the list.
  3. In the Start field, choose the date the booking begins. The date selector is dependent on the selected view (Day/Week/Month/Year).
  4. In the End field, choose the date the booking finishes. The date selector is dependent on the selected view (Day/Week/Month/Year).
  5. In the Hours field, enter the number of hours estimated for the booking.
  6. Click OK. The new booking is created.
    Or, click Cancel to exit without saving.