User Bookings

Bookings let you quickly and easily schedule users for projects over a specific time period - without all the overhead of tasks.

A booking always contains: User, Project, Planned Effort

You can optionally add a description, for example if you want to block time but the assignment isn't final yet.

Key Benefits and Use Cases

Bookings are ideal when you want to quickly secure capacity or do rough planning:

• Quick planning through drag and drop in the timeline

• Simple allocation without status logic like with tasks

• Placeholders with descriptions when details are still missing

• Convert directly to tasks once things get concrete

Creating, Editing, and Removing Bookings

1. Navigate to the Project Timeline or the Planner's Workload Overview

2. Create a booking via drag and drop in your desired time period

3. Adjust the details (depending on the view: project or user and planned effort, description)

Here's how you edit a booking:

• Move it by grabbing and dragging

• Shift the start or due date by extending or shortening it

• Edit details by clicking on the booking

Here's how you convert a booking to a task:

• Hover over the booking and click the small icon in the bottom right corner

Here's how you delete a booking:

• Hover over the booking and click the X icon in the top right

Bookings Within a Project

In a project, you can create bookings in the Project Timeline via drag and drop. The project is already set. You just need to specify the user and planned effort.

Bookings in Workload View

In the Workload timeline, you also create bookings by clicking and dragging. Since you're on a user's row, you only select the project and planned effort.

Impact on Workload

Here's how a booking affects your workload:

• Even distribution of planned effort across the available days in the time period

• Proportional adjustment if working hours vary from day to day

It's also important to understand the difference from tasks:

• No forward shifting: Remaining effort doesn't get pushed forward as days pass

• No status and no time tracking: Bookings have no status and you can't log time against them

FAQ

What is a booking?

A booking schedules a user for a project over a specific time period.

What information does a booking contain?

A booking always contains a user, a project, and a planned value. You can optionally add a description.

How is planned effort set when creating a booking?

The default planned effort always corresponds to the total capacity of the user in the selected time period. You can adjust this value.

How is planned effort distributed across the workload?

Planned effort is evenly distributed across the available days for the user in the time period. If working hours vary between days, the distribution adjusts proportionally.

Can I log time on bookings or use status?

No. Bookings have no status and you can't log time against them.