In this article you will learn:
1. What is a booking
Bookings are times during which work should be done on a task
A booking can be made for a team, role or resource
A booking has an impact on the capacity of a team, role or resource
Bookings can be made by task responsibles, users with editing rights for the task, and Team Board authorized users
2. How do I book a resource, a role or a team
Bookings can be created directly in the task focus card, in a team board, or through the Bulk Edit feature.
Team Board:
Open the Timeline tab in a team board
Click and drag the mouse over the days to be booked:
at a resource to book a resource
in the top line Unassigned tasks to book the team
In the dialog, select an existing task from a project or create a new task
Click on Add task to add a booking
Focus card:
Open the focus card and scroll to the Team booking area
Click on the Add button to add a role, a team or a resource
The booked hours of the resources are displayed in the Booked (h) column
Booked hours are taken into account in the capacity of a team or role
Team and role bookings are taken into account in the capacity as soon as a budget value is inserted in the Budget (h) column
Example 1 for capacity calculation
The team Construction is budgeted with the value 80h in the Budget (h) column
No resource is booked
For the team Construction, 80 hours are allocated in the capacity
Example 2 for capacity calculation
The team Construction is budgeted with the value 80h in the Budget (h) column
One resource from the team Construction is booked for 40 hours
40 hours are allocated for the resource and 40 hours for the team Construction as the remaining budget in the capacity
Example 3 for capacity calculation
The team Construction is budgeted with the value 0h in the Budget (h) column
One resource from the team Construction is booked for 40 hours
For the team Construction, 40 hours are allocated in the capacity
The examples also apply to role booking (instead of team booking). In this case the booked hours are included in the role capacity.
Bulk Edit:
Open the List view, Search view, or team list view.
Select the tasks you want to edit using the checkboxes.
Use the bottom bar to choose Add Booking and select from one of the following options:
Book Teams
Book Roles
Book Resources
Follow the prompts to assign the booking and apply changes.
3. Where can I see the booking or the capacity
1. Team Boards
2. Focus Card
3. Portfolio timeline
The Portfolio timeline view, where the resulting capacity can also be evaluated.
4. Lists
My work, Project, or Portfolio lists, where booked teams, roles, and resources are visible as columns.
4. What happens next
You can now evaluate your team and role workload.