Adjust bookings

The following actions apply to bookings on the Planner.

Resize a booking

For the booking that you want to resize:

Hover at the end of the booking bar
Cursor changes to a resize cursor
Left click and drag to amend the booking dates
The booking snaps to the closest day

Extend a booking

For the booking that you want to extend:

Drag the booking end points
A tooltip displays the new dates and the difference from the previous dates

Reduce the dates of a booking

Note

A booking can be reduced to a minimum of one day.

For the booking that you want to reduce:

Drag the booking end points in
A tooltip displays the new dates and the difference from the previous dates

Extend a booking beyond the job period

For the booking that you want to extend:

Drag the booking end points beyond the current dates
The expanded section displays in warning colours and the tooltip displays a warning message
Select Yes, amend the job when the confirmation message is displayed

Move a booking within job dates

Select a booking that you want to move and drag. The cursor will change to a closed hand icon
As you drag, the start and end dates will be displayed in the tooltips
Letting go will change the cursor back to the hand-pointing cursor
The booking will move to the new position

Move a booking outside job dates

Select a planned booking that you want to move and drag. The cursor changes to a closed hand icon
As you drag, the start and end dates are displayed in the tooltips
Letting go changes the cursor back to the hand-pointing cursor
If the booking has been moved outside the job dates, the dates that are outside are displayed in warning colours
Select Yes, amend job dates to move the booking outside the job dates

Move a booking from one resource to another

Select a planned booking that you want to move and drag. The cursor will change to a closed hand icon
Drag the booking to another resource. The booking bar moves from one resource to another. Letting go will change the cursor back to the hand-pointing cursor

Move a booking from one resource to another causing a conflict

Select the planned booking that you want to move. The cursor will change to a closed hand icon
Drag to another resource. The booking bar drags from one resource to another. Letting go changes the cursor back to the hand-pointing cursor
If the move results in a conflict, the tooltip will highlight the conflict
If there is no space in the existing resource, a new row is created. A warning confirmatory message is displayed
Select Yes, create conflicting entry assignment

Move a booking to another job

Select the planned booking that you want to move. The cursor will change to a closed hand icon
Move the booking by dragging it to the other job. Letting go will change the cursor back to the hand-pointing cursor
The tooltip displays a warning. A confirmatory message is displayed
Confirm the move

Move a booking to a resource on another job

Select the planned booking that you want to move. The cursor will change to a closed hand icon
Move the booking by dragging to a resource on another job
Letting go will change the cursor back to the hand-pointing cursor
The tooltip displays a warning. A confirmatory message is displayed
Confirm the move

Exclude a booking from utilisation

Jobs determine whether bookings are included in utilisation calculations. See utilisation on jobs.

Cut, Copy or Paste a booking

Cut a booking

When cutting a booking, all fields that are related to that booking are copied to the clipboard. Cut bookings cannot be edited or deleted.

Select a booking by left-clicking or right-clicking
If selection has been made using a left-click, select Edit → Cut booking from the main menu
If selection has been made using a right-click then select Cut booking from the menu
The booking will enter the cut state and is displayed as such
To exit the cut state, right-click on the cut booking and select another action or press the Esc key

Copy a booking

When copying a booking, all fields that are related to that booking are copied to the clipboard. Copied bookings can be edited or deleted.

Select a booking by left-clicking or right-clicking
If selection has been made using a left-click, select Edit → Copy booking from the main menu
If selection has been made using a right-click then select Copy booking from the menu
The booking will enter the copy state and is displayed as such

Paste a booking

Note

When a cut booking is pasted into a new location it is no longer available in its original location. Bookings cannot be pasted to parent cells. Bookings cannot be pasted without selecting a cell. A booking can be pasted to a plan. You can undo a pasted booking.

To paste a booking that has been cut or copied, right-click on the booking and select Paste booking or select Edit → Paste booking from the main menu
The booking will be pasted on to the selected cell. The start date will be set to the date of the selected cell. When a booking is pasted on the same Parent/Child, all of the fields will be the same apart from the new booking dates. When a booking is pasted to a different job or resource, all booking details will remain the same apart from the values that relate to the new job or resource. System generated fields will be re-calculated

Clear the clipboard

The clipboard is cleared when:

The page is changed, for example from Plans to Job Management
Esc key is pressed (applicable to Cut only)
Another booking is cut or copied to the clipboard
A cut booking is pasted

Duplicate a booking

Copy one or more bookings from one job to another job and/or date. A total of 50 bookings can be selected to duplicate.

You can duplicate bookings in three ways:

Select one or more bookings on the planner, right-click and select Duplicate
Select one or more bookings on the planner, then select Edit - Duplicate from the top menu
Select one or more bookings on the planner, enter the keyboard shortcut Shift + D

Note

If two or more bookings are selected, the Duplicate option is displayed on a floating action bar instead of the right-click contextual menu
The Duplicate option does not display when roles are selected. Only displays when bookings are selected
If a mix of bookings and roles are selected, the Duplicate option is only displayed on a floating action bar for bookings, and the option is hidden from the top menu
You need to have Create booking permission in order to view the Duplicate option

To duplicate a booking:

Select one of the options listed above
The Duplicate bookings screen is displayed. Selected bookings will be displayed in a carousel on top of the screen. You may remove one or more bookings from this carousel when multiple bookings are selected
Enter the Destination start date. Your first selected booking will be placed on this date
Look up and select the Destination job for your booking. Job names of the selected bookings are displayed by default. If the Job you look up does not exist, you can create a new one by clicking + New Job
Select whether the booking being created is Planned or Unconfirmed
If you want to edit the booking after creation, select the checkbox
Click Create Booking. A 'bookings created' confirmation is diplayed. The calendar grid scrolls to Destination start date specified to allow you to view the new booking. If you have selected the Edit booking after duplicating checkbox, an edit form will open after creating the new bookings for you to bulk edit the new bookings. Save changes to save edits

Your selected booking will be duplicated and moved to your selected destination job and/or destination dates.

Split a booking

To split one booking into multiple bookings:

Press the 's' key on your keyboard
Hover over the booking bar you wish to split with your mouse. The cursor will change to a 'split/cut' cursor
Move the cursor over the booking bar. The bar will be highlighted to show where it will split
Click where you want the bar to split
The booking bar will be split into new bookings and saved after you release the 's' key
A notification will be sent out to the assignees when a booking is split

Note

You must have permissions to edit and create bookings to split a booking
Comments and attachments will not be copied to the new booking