Book a Resource

Use these steps to allocate a resource to an assignment.

Note: You cannot book resources on projects that are configured as read-only.

Note: If the auto-save functionality is enabled, changes made in each cell are automatically saved after you enter a value. Additionally, the Save and Undo buttons are hidden in the toolbar.

To book a resource:

1. Select the budget line.
2. Select the assignment.
3. Select the cell that corresponds to the date for which you want to book the resource.
   Note: You can only create bookings on resources, not on resource categories. This is indicated with a light blue color in the cells of the resource categories.

   Attention: If booking confirmation is enabled, when you select a non-working day, a message displays to confirm that you wish to create a booking for that day.
4. Enter the number of hours for which you want to book the resource.
5. Continue to select other cells and enter the appropriate hours.

   You can see the available capacity of the resource in the bottom half of the assistant.

6. Click Save.

   If you have not yet saved the bookings, you can undo your edits by clicking the Undo button.

   Note: If you forget to click the Save button and switch to a different budget line, you see a warning that you have unsaved bookings.