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Version: 8.1

Resource booking

Introduction​

In this section, you will learn how to book resources.

First, you need to configure the resources.

Please note that it is necessary to enable the Resource management option for the input menus to be available in the Configuration.

Access: Application config → Apps management → Project, configure → activate the Resource management option → save the changes and refresh the browser. Menus such as Resource types and Resources bookings will appear afterwards.

Resource type & resource configuration​

Access: Project → Configuration → Resource types → +

  1. Give it a name. For example, ‘Conference room’.

  2. Save. Once the resource type has been created, you can proceed to create a resource.

Access: Project → Configuration → Resources → +

  1. Click on the Resources menu and create a new resource.

  2. Give it a name. For example, ‘Conference room A’.

  3. Type: define the type. Here, it is the ‘Conference room’ type.

  4. Serial No.: enter the serial number.

  5. Save the changes.

tip

On the Resource page you can directly proceed to creating a resource booking.

Simply click on the Book resource button that you can find at the top of the page.

Reserving a resource on a project / business project​

Open a Project / Business project file.

  1. Resource booking: on the project form, click on the Resource booking tab.

  2. Then click on + in the ‘Resource booking’ table.

  3. The ‘Resource booking’ pop-up window will open.

  4. Give a name in this window.

  5. Resource: select a resource. For example, Conference room A.

  6. User: select the user for whom you are booking the resource.

  7. Project: if necessary, select the project.

  8. Task: select an associated task. For example, ‘Writing’.

  9. Update period according to task: tick this box. Ticking this box will automatically complete the associated dates (start dates / end dates).

  10. Click on OK.

caution

Only one resource can be booked at a time.

If the dates are not respected, an error message will appear: ‘Error. The resource is already booked for this period’.