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 drop-down 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. In the Assignment Text field, enter a description, if needed.
7. Click OK. The new booking is created.
   Or, click Cancel to exit without saving.