Managing Bookings

Modified on Fri, 20 Oct, 2023 at 9:33 AM

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. 


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.







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