Adding a Staff Booking

To add a staff booking into Projectal, follow these steps:

1. Go to the Staff Planner screen by clicking Planner on the left sidebar and then clicking Staff Planner.
2. Click the Add button on the Staff Planner screen toolbar or double click in a date cell on the Staff Planner.
3. This will display the Add Event screen.
4. On the Add Event screen, click the Booking tab.

Tip: A more convenient and quicker way to add a booking is to use your mouse to click in a staff member's date cell where you would like the booking to start and drag to where you would like the booking to finish.  The Add Event screen will will be pre-filled with those dates and the staff member. 

Tip: Whilst dragging your mouse to create a new booking, the start date and finish date will be blocked to the cell's boundary (either day, week, month or year).  If you wish to have more finer control and choose the exact day or time for your booking, then hold down the SHIFT key whilst dragging and the blocking is turned off so you can choose your preferred day or time within a cell. 

Adding a Resource Booking

To add a resource booking into Projectal, follow these steps:

1. Go to the Resource Planner screen by clicking Planner on the left sidebar and then clicking Resource Planner.
2. Click the Add button on the Resource Planner screen toolbar or double click in a date cell on the Resource Planner..
3. This will display the Add Event screen.
4. On the Add Event screen, click the Booking tab.

Tip: A more convenient and quicker way to add a booking is to use your mouse to click in a resource's date cell where you would like the booking to start and drag to where you would like the booking to finish.  The Add Event screen will will be pre-filled with those dates and the resource. 

Tip: Whilst dragging your mouse to create a new booking, hold down the SHIFT key to adjust the starting date or finish date to the beginning or ending of the date cell that you are dragging over.  This allows you to block in a booking on a day, week, month or year boundary. 

Project

Click the Add Project button to select a project to book the staff or resource to.

Description

Enter the description of the booking.

Start Date

Enter the start date and start time of the booking.

Finish Date

Enter the finish date and finish time of the booking.

Assigned Staff

Click the Assign Staff button to choose the staff to be booked onto the project. 

Assigned Resources

Click the Assign Resource button to choose the resource to be booked onto the project.

Stage

Select the stage (or status) of the booking.  

Tip: The list of available stages for a booking are defined on the Project Stages screen via the Management screen.