Splitting a Booking

Modified on Fri, 21 Jun at 9:51 AM

When you need to split a booking into smaller bookings, then you can use the Split Booking screen in Projectal.


  1. Go to the Staff Planner screen or Resource Planner screen in Projectal and edit the booking you wish to split.
  2. On the Edit Booking screen, click the Split Booking button at the bottom left side of the Edit Booking screen.
  3. The Split Booking screen will be displayed and this lets you break up the booking into smaller booking segments.



Start Date

Click on the date picker or time picker to enter the start date and time for the booking segment.


Finish Date

Click on the date picker or time picker to enter the finish date and time for the booking segment.  The estimated duration will be adjusted.


Estimated Duration

Enter the estimated duration for the booking segment.  The finish date will be adjusted.


Add

Click the Add button to add another booking split.


Delete

Click the Delete button to delete the booking segment.


Tip: You can add many booking segments using the Add button.  The booking segments can have any start date and finish dates.  They may overlap with other booking segments.


Tip: After clicking OK to save the booking segments, Projectal will automatically create the new bookings to match the dates and duration that you have selected.  All details for the newly created bookings will have been copied from the original booking - including name, description, assigned staff, status and more.


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