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How do I create and edit bookings (and how do they affect capacity)?

What is a booking? How do I book a resource, a role or a team? Where can I view the booking or capacity?

Meltem Akarsu avatar
Written by Meltem Akarsu
Updated this week

In this article you will learn:

1. What is a booking

Bookings represent the time a team, role, or resource is scheduled to work on a task.

  • A booking can be made for a team, a role, or a resource.

  • Bookings affect the capacity of the assigned team, role, or resource.

  • Bookings can be created by task responsibles, users with editing rights for the task, and authorized team board users.

2. How to create a booking

You can create bookings in three places:

  • Team Board Timeline

  • Task Focus Card

  • Bulk Edit in List/Search views

2.1 Create a booking in the Team Board Timeline

  1. Open the Timeline tab in a team board.

  2. Click and drag your mouse over the days you want to book:

    • on a resource row to book that resource

    • on Unassigned tasks to book the team

  3. Select an existing task or create a new one.

  4. Click Add task to confirm the booking.

2.2 Create a booking in the Focus Card

  1. Open the task's Focus Card.

  2. Scroll to the Bookings section.

  3. Click Book to add a team, role, or resource.

  4. Enter the booked hours in the Booked (h) column.

  5. Team or role bookings contribute to capacity once a value is entered in Budget (h).

2.3 Create a booking using Bulk Edit

  1. Open the List, Search, or Team List view.

  2. Select the tasks you want to update.

  3. In the bottom bar, choose Add booking.

  4. Select one of the following options:

    • Book team

    • Book role

    • Book resource

  5. Follow the prompts to complete the booking.

3. How to modify a booking

Modifying bookings lets you adjust the scheduled work as plans change. You can update bookings directly in the Team Board timeline or inside the Focus Card.

3.1 Modify a booking inside the Focus Card

Edit existing bookings in the booking section of a task’s Focus Card:

  • Adjust booked hours using the Booked (h) column.

  • Update Budget (h) for team or role bookings to influence capacity calculations.

  • Modify booking dates in the Dates column

  • Switch, duplicate, or add a note to a booked resource by clicking on the three-dot-menu of the booked resource

3.2 Modify bookings in the Team Board timeline

Edit booking durations directly in Team board timeline by resizing the white booking bar of a resource’s task:

  • Hover over the booking bar to show resize handles at the start and end of the desired task.

  • Drag the handle to extend or shorten the booking.

Note:

  • Bookings can only be resized within the task’s start and end dates. If dragged outside these boundaries, the booking snaps back automatically.

  • Bookings cannot be resized when using “Show only bookings” view.

When a resource has multiple bookings:

  • If bookings have the same start date and length, any one may be selected for resizing.

  • If they share a start date but have different lengths, the shorter bar appears on top and is selected first.

3.2.1 Impact on the Focus Card when resizing

When you resize a booking in the timeline:

  • The booking dates update instantly in the Focus Card.

  • If the booking is resized so it no longer reaches the task’s end date, it becomes unlinked from the task.

  • If only one boundary changes (e.g., adjusting the start date), only that date is updated.

4. Where to see bookings and capacity

You can view bookings and their impact in several places.

Team boards

See bookings per resource or in the unassigned tasks row.

Focus Card

All bookings for a specific task are listed with booked hours and budget hours.

Portfolio Timeline

View bookings across projects and check resulting capacity.

Lists (My Work, Project, Portfolio)

Team, role, and resource bookings appear as columns for quick scanning.

5. How capacity is calculated

This section explains how booked hours influence team or role capacity.

Example 1

  • Team Construction has 80h in Budget (h).

  • No resources are booked.

  • → Team capacity = 80h allocated.

Example 2

  • Team Construction budget = 80h.

  • One resource is booked for 40h.

  • → 40h allocated to the resource, 40h remain for the team.

Example 3

  • Team Construction budget = 0h.

  • One resource is booked for 40h.

  • → Team capacity = 40h allocated.

The same logic applies to role bookings.

Now you can now evaluate your team and role workload.

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