Dynamic Booking

You can create dynamic bookings, which are bookings that are repeated for a specified number of times or until a specified date.

To create a dynamic booking on a budget line:

1. Select the budget line.
2. Select the Day, Work Week, Week, Month, or Year view.
3. Select the cell that corresponds to the first date of the dynamic booking.
4. Click Dynamic Booking.
   Note: The Dynamic Booking button is only enabled when you select a booking cell. The selected cell is then used as the starting point of the recurring bookings.

   For the Range of Recurrence fields, the default Start Date value is the first date of the selected cell. For the Work Week and Week view, that is the Monday of the week, for the Month view, that is the first of the month, and for the Year view, that is the beginning of the year. The default End Date value is the Sunday of the week for the Week view, the last day of the month for the Month view, and the last day of the year for the Year view.

   When you create a dynamic booking in the Day or Work Week view, in the booking dialog, use the Repeat On field to choose specific days on which the booking should repeat. By default, all weekdays are selected, but you can add or remove them as needed.

   For the Allocated fields, the default end date is the task’s end date if you have selected only a single cell If you have selected multiple cells, the default end date is the last of the selected cells.

5. In the Dynamic Booking dialog that opens, select the start date from the dropdown list for the Start Date field.
6. Do one of the following:

   • Select the End Date field and then choose a date from its dropdown list.

   • Select the End After (Occurrences) field and then choose the number of occurrences from its drop-down list to indicate how many bookings you want.

   Attention: If booking confirmation is enabled, if the selected time interval overlaps with one or more non-working days, a message displays to confirm that you wish to create bookings for those days.
7. Select the Hours per Day/Week/Month/Year field and enter the number of hours, or choose the number of hours for each booking from its drop-down list.
8. Click OK.
   Tip: You do not need to click the Save button. The bookings are created automatically when you click OK.

Depending on your selected end date, the time interval might overlap with one or more non-working days. If this is the case and booking confirmation is enabled, you are asked how you want this to be handled.

As an alternative to specifying the exact number of hours, you can instead book the resource for a percentage of his or her full capacity or available capacity. The difference between full and available capacity is that the available capacity considers that the resource may already be booked on other tasks.