You can create bookings directly in the Scheduler by clicking and dragging across the calendar.
Steps to create a booking
- Click and drag across the calendar
- Select the project and role
- Choose a booking status (e.g. confirmed, tentative)
- Set hours— by day, capacity %, or as a time frame’
Editing a booking
- Drag to move or resize the booking
- Click to open and update details like project, hours, or status
- Right-click for quick actions — copy, split, delete, or complete the booking
Duplicate a booking
There are two ways to duplicate a booking:
- The fastest is to hold SHIFT over a booking to duplicate and drag to where you need it.
- The second option is using the right-click and Copy
Booking users
- Users are booked to work on a project
- Each booking can link to one or more tasks within that project
- If the user isn’t already on the project, they’ll be auto-added to the Project Team when booked
- Bookings appear on the user’s timesheet for easy tracking
If your office uses Resource Scheduler, bookings are auto-loaded to each user’s timesheet.
That means timesheet submission becomes a simple review and confirm process.