In Projectal, you can book either staff or resources onto projects.  

For staff bookings, you use the Staff Planner.  The Staff Planner screen is where you can add, edit, duplicate and remove staff bookings in Projectal.

For resource bookings, you use the Resource Planner.  The Resource Planner screen is where you can add, edit, duplicate and remove resource bookings in Projectal. 

You can view, add, edit, delete and manage all bookings using the Bookings screen under the Management screen.

You can view, add, edit, delete and manage all bookings for a particular project using the Bookings screen under a project.

Getting to the Staff Planner screen

1. Go to the Staff Planner screen by clicking Planner on the left sidebar.
2. Click the Staff Planner on the left sidebar to display the Staff Planner screen.

Getting to the Resource Planner screen

1. Go to the Resource Planner screen by clicking Planner on the left sidebar.
2. Click the Resource Planner on the left sidebar to display the Resource Planner screen.

Getting to the Management - Bookings screen

1. Go to the Management screen by clicking Management on the left sidebar.
2. On the Management screen, click the Bookings button to display the Bookings screen.

Bookings screen toolbar

The Bookings screen toolbar has the following buttons:

• Add - to add a new booking
• Edit - to edit the selected booking  
• Delete - to delete the selected bookings
• Duplicate - to make a copy of the selected booking 
• Import - to import a list of bookings from a spreadsheet or PDF file
• Export - to export the list of bookings to an Excel spreadsheet (XLS) file
• Quick Search - to search and filter the list of bookings using some text
• Filter - to search and filter the list of bookings using fields
• User Views - to save and recall your favorite user views on this screen
• Color By - to color the list of bookings by the designated color of a selected data attribute

Editing Bookings

Double-click on a cell to edit a value for the booking.

Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 

Select a cell and drag the right side corner of the cell to fill down  the value into other cells.

Select a cell and press the DEL key to delete the value from the cell.

Tip: Enter text into the Filter edit box and click the Search button to find specific bookings.

Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 

Tip: Click on a column header to sort the list ascending or descending.  Press SHIFT + click on multiple column headers to sort by multiple columns.

Getting to the Project - Bookings screen

To access the Bookings screen for a project, follow these steps:

1. Click on Projects in the left sidebar.
2. Locate your project and click on the project card.  On the popup menu, click Bookings. This will display the project's Bookings screen.

Bookings screen toolbar

The Bookings screen toolbar has the following buttons:

• Add - to add a new booking
• Edit - to edit the selected booking  
• Delete - to delete the selected bookings
• Duplicate - to make a copy of the selected booking 
• Import - to import a list of bookings from a spreadsheet or PDF file
• Export - to export the list of bookings to an Excel spreadsheet (XLS) file
• Quick Search - to search and filter the list of bookings using some text
• Filter - to search and filter the list of bookings using fields
• User Views - to save and recall your favorite user views on this screen
• Color By - to color the list of bookings by the designated color of a selected data attribute

Editing Bookings

Double-click on a cell to edit a value for the booking.

Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell. 

Select a cell and drag the right side corner of the cell to fill down  the value into other cells.

Select a cell and press the DEL key to delete the value from the cell.

Tip: Enter text into the Filter edit box and click the Search button to find specific bookings.

Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list. 

Tip: Click on a column header to sort the list ascending or descending.  Press SHIFT + click on multiple column headers to sort by multiple columns.