Editing a Staff Booking

To edit 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. Select the booking in the Staff Planner and click the Edit button on the Staff Planner screen toolbar, or simply double click on the booking in the Staff Planner.
3. This will display the Edit Booking screen.

Editing a Resource Booking

To edit 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. Select the booking in the Resource Planner and click the Edit button on the Resource Planner screen toolbar, or simply double click on a booking in the Resource Planner..
3. This will display the Edit Booking screen.

Name

Enter the name of the booking.  By default, the booking name is the project name.

ID

Enter an optional identifier of the booking.  It could be the short code for the booking.

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.

Estimated Duration

Enter the amount of time required for the booking.  This is an estimate (or a guess or a prediction) of the time required for the staff or resource to be allocated to the project.  You can use the following units to specify the time required:

• m - minutes.  Example: 30m = 30 minutes.
• h - hours.  Examples: 6h = 6 hours. 1.5h = 90 minutes.
• D - days.  Examples: 10D = 10 days. 3.5D = 3.5 days.
• W - weeks.  Examples: 3W = 3 weeks. 6.5W = 6.5 weeks. 
• M - months.  Example: 2M = 2 months. 1.25M = 1.25 months.
• Y - years.  Example: 1Y = 1 year.  2.5Y = 2.5 years.

Color

Click the color swatch to set or clear the color for the booking.  The color can used in other screens to highlight items by 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. 

Notes

Click the Add Note button to add a note about the booking.  You can add as many notes as you like.  They are listed chronologically.