Personnel Bookings

Personnel Bookings allow you to schedule resource Vacation, or other non project related events in your team (such as Shifts, Sick Days, or Days In Lieu) and see these bookings across all projects.

You can also use our Booking Template and Request Workflow to gather requests of this type and pass them through an approval process. 

• Setting up Personnel Bookings
• Working with Personnel Bookings

Setting up Personnel Bookings

Personnel Bookings are set up on the Booking Template, by setting the Booking Type = Personnel 

Bookings behave differently based on the Type of the Template they are using.

Normal Bookings

If a Booking has a template with Type = Booking, or the Booking has no template applied, it is classed as a “Normal Booking”.

These Bookings show in the Workspace Schedule and can be linked to Projects or Tasks, allowing them to also show in that Project Schedule.  They can have both Members and Resources involved, and you can submit Time Reports for Bookings.

Personnel Bookings

If a Booking has a template with Type = Personnel, it is classed as a Personnel Booking and cannot be linked to any specific Project or Task.

These bookings show in the Workspace Schedule and in ALL Project Schedules.  You cannot Time Report on Personnel Bookings and only Members can be Involved, not Resources.

Working with Personnel Bookings

You can use the Request and Approval workflow to capture requests for Vacation, Personal Time Off, or other Personnel requests.

You can also pass this through the Approval process, where an individual or role will need to Approve a Booking before it shows in the Schedule to others.

Related Articles

• Scheduling Basics
  
• Customise your Schedule Preferences 
• Scheduling: Customise with Personal and Shared Views
• Schedule Filters
• Schedule Cell Options
• Schedule Statuses
• Conflict Handling in the Schedule
• Booking Requests
• Working Hours
• Create and Manage Workspaces