Create Bookings

Users with roles Planners or Admin can create bookings for any users; users with role Self-planner can create bookings for themselves only. To do so: 

1. Go to the Planning section

2. Click on a day for which you want to create a new transaction; alternatively, click and drag multiple days/users for which you want to create a transaction with similar characteristics.

E.g. : Multiple cell selection

3. On the right side of the screen, a new booking panel appears, where you have to select the project (productive or time-off). 
To make your work easier, Teambook will suggest project values based on the last project assignment for the given user(s); the number of available hours (= estimated hours ./. already assigned hours) will be displayed on a time bar. In addition, the number of actual logged hours is also displayed (if applicable!): 
 

All other details are optional: 

• Duration: if needed, amend the duration of your booking (the default booking when you click to create a booking is set in the Organization settings; if you drag and drop, the duration will be automatically set accordingly
• Users: you may manually add some user to this booking
• Task : you may manually choose an existing one or enter a specific task
• Location: Office / On client site / Home office: select as appropriate
• Tentative: select this option if the booking is not yet confirmed
• Not billable: if selected the booking will be marked accordingly and the KPI will take this information into account
• Start-end time: enter the start (or end) time of your booking. 
• Repeat Booking: select if you want this booking to be repeated. Note the specific instructions regarding recurring / repeated bookings
• Notes incl. URL: add any information that can help the assigned member to better achieve the assignment related to this booking

4. Save the booking by clicking Create