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- Resource Booking System
- Data model
The tables behind Resource Booking System
Resource Booking System ships with 13 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 13
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Engagement
Organizations and Bookings establish the delivery customer, owner, schedule and budget.
Work
Resources group work within a booking; booking resources hold assigned items, dates and hours.
Time
Resource usage records dated hours against a booking and optionally an assigned item.
Exceptions and checkpoints
Booking conflicts, resource constraints and Confirmations hold follow-up work.
Evidence and identity
Review decisions, operation receipts and record attachments preserve outcomes; team members and Users support people and access.
Every table, by feature
- Booking oversight8
- Resource work planning5
- Usage and approval6
- Conflicts and constraints5
- Checkpoints and evidence6
- Organizations and team9
- Bookings
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members - Organizations
Client and internal business organizations that projects are delivered for.
- Resources
Groupings of work inside a project.
Linked to Bookings, Team members - Booking resources
Individual pieces of work assigned to a delivery team member.
Linked to Resources, Team members, Bookings - Resource usage
Hours booked by a team member against a task and project.
Linked to Team members, Bookings, Booking resources - Confirmations
Dated checkpoints a project must meet.
Linked to Bookings, Team members - Resource constraints
Project risks with probability, impact, owner and mitigation.
Linked to Bookings, Team members - Booking conflicts
Defects and change items raised against project work.
Linked to Bookings, Team members
- Resources
Groupings of work inside a project.
Linked to Bookings, Team members - Booking resources
Individual pieces of work assigned to a delivery team member.
Linked to Resources, Team members, Bookings - Bookings
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members - Team members
Delivery staff with role, practice and weekly capacity.
- Resource usage
Hours booked by a team member against a task and project.
Linked to Team members, Bookings, Booking resources
- Resource usage
Hours booked by a team member against a task and project.
Linked to Team members, Bookings, Booking resources - Booking resources
Individual pieces of work assigned to a delivery team member.
Linked to Resources, Team members, Bookings - Bookings
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members - Team members
Delivery staff with role, practice and weekly capacity.
- Review decisions
Recorded approval decisions on delivery subjects.
Linked to Team members, Bookings - Operation receipts
Evidence that a delivery operation was executed.
Linked to Team members
- Booking conflicts
Defects and change items raised against project work.
Linked to Bookings, Team members - Resource constraints
Project risks with probability, impact, owner and mitigation.
Linked to Bookings, Team members - Booking resources
Individual pieces of work assigned to a delivery team member.
Linked to Resources, Team members, Bookings - Bookings
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members - Operation receipts
Evidence that a delivery operation was executed.
Linked to Team members
- Confirmations
Dated checkpoints a project must meet.
Linked to Bookings, Team members - Review decisions
Recorded approval decisions on delivery subjects.
Linked to Team members, Bookings - Operation receipts
Evidence that a delivery operation was executed.
Linked to Team members - Record attachments
Files attached to delivery records.
Linked to Team members - Bookings
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members - Resource usage
Hours booked by a team member against a task and project.
Linked to Team members, Bookings, Booking resources
- Organizations
Client and internal business organizations that projects are delivered for.
- Team members
Delivery staff with role, practice and weekly capacity.
- Users
Users
Linked to Users - Bookings
Engagements delivered for an organization, with budget and schedule.
Linked to Organizations, Team members - Resources
Groupings of work inside a project.
Linked to Bookings, Team members - Booking resources
Individual pieces of work assigned to a delivery team member.
Linked to Resources, Team members, Bookings - Confirmations
Dated checkpoints a project must meet.
Linked to Bookings, Team members - Booking conflicts
Defects and change items raised against project work.
Linked to Bookings, Team members - Resource constraints
Project risks with probability, impact, owner and mitigation.
Linked to Bookings, Team members
Keys and references
Bookings.Organization points to Organizations and Bookings.Owner to team members. Resources.Booking and booking resources.Booking tie the delivery hierarchy to the engagement; booking resources.Resource points to the work group. Resource usage.Booking and resource usage.booking resource associate hours with the engagement and assigned work. Booking conflicts.Booking, resource constraints.Booking and Confirmations.Booking keep follow-up connected. Review decisions.related booking can tie a decision to the engagement. Use stable record identities for imports so historical usage and review evidence continue to refer to the intended booking.
Migration order
- Load Organizations, team members and Users with the access assignments needed for the pilot.
- Create Bookings with their organizations and owners.
- Add Resources and booking resources in that order.
- Load Confirmations, booking conflicts and resource constraints with their booking references.
- Add resource usage and any supporting review decisions, operation receipts and record attachments after their referenced records exist.
Set up Resource Booking System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.