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Version: 8.5

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 menus to be available in the Configuration.

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

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

  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.

1.1. Create a resource type. Access : Project management → Configuration → Resource types → +.
1.1. Create a resource type. Access : Project management → Configuration → Resource types → +.
1.1. Create a new ressource. Access : Project management → Configuration → Resource → +.
1.1. Create a new ressource. Access : Project management → Configuration → Resource → +.

Book a resource on a project​

Access: Project Management → Projects → Project

Open a Project file.

  1. Resource booking: on the project form, click on the Configurations tab. There, you will find the Resource booking table.

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

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

  4. Give a name.

  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 reserved at a time.

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

1.1. Access : Project Management → Projects → Project. Resource booking : on the project form, click on the Configurations tab. There, you will find the Resource booking table. Here, book a resource for a project.
1.1. Access : Project Management → Projects → Project. Resource booking : on the project form, click on the Configurations tab. There, you will find the Resource booking table. Here, book a resource for a project.