Resource Planner Edit a Booking

TABLE OF CONTENTS

• Editing an Existing Booking
• Event Options

Editing a booking in the Resource Planner after it has been created is crucial for maintaining efficiency and clarity within your projects. When you make adjustments, you enhance communication across the team and support effective campaign and project management.

Editing bookings can help you allocate and manage resources better, ensuring that personnel, equipment, and studio time are used optimally. This proactive approach helps avoid scheduling conflicts and overlaps,  leading to smoother operations and more successful project outcomes.

Editing an Existing Booking

1. Navigate to the booking and click the Action menu (three dots.)
   
   
2. Choose from the event options that appear in the menu. 

Event Options

1. Edit a Booking: Click to open the Edit Booking dialogue box to update any booking details.
   
   
2. View Details: Hover over the booking to display its full details so you don't have to open it.
   
   
3. Split Booking: This option divides the booking into two separate bookings.
   
   
4. Duplicate Booking: Create an exact copy of the existing booking.
   
5. Set Recurrence: This feature enables you to establish a recurring task. Use the drop-down menu to specify how often you want the task to recur. Choose an end date for the recurrence cycle. (Note: Tasks will occur on the same date each cycle and may occasionally fall on weekends.) 
   
6. Reassign Booking: Transfer the booking to a different user as needed.
   
   
7. Delete Booking: Remove the booking from the system if it is no longer required.
   
   
8. Change Start and End Dates: To reflect updated scheduling, modify either the start or end date of the booking by selecting the appropriate option within the date dialogue box.