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  1. Resource Booking System
  2. Frequently asked questions
FAQ

Questions, answered

Practical answers for a first booking, time review and delivery closeout.

Resource Booking System

9 questions

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How do I get started?

Click Get started, then use Proto to configure Resource Booking System for your business. Start with one dated delivery booking, its organization and owner, a small set of assigned work, and a real usage approval case.

What is a booking here?

A booking is a dated client or internal delivery engagement. It carries the organization, owner, type, budget and delivery state that connect its work and follow-up records.

How is work assigned?

Create a work group under the booking, then add individual assigned items with a person, due date and reserved hours. The team can follow those items in the in-flight and board views.

Can a team member record time?

Yes. A team member records a work date, hours and booking on a usage entry, and can connect it to an assigned item. Submitting the entry starts the approval check.

What happens when hours are submitted?

The approval workflow checks positive hours and the submitted state. A valid entry becomes approved and leaves a review decision and operation receipt. The Usage Reviewer inspects the outcome and follows up on failed attempts.

What happens if hours are invalid?

An approval attempt with hours that are not positive is blocked and leaves a failed operation receipt for follow-up.

How do we follow a raised issue?

Record a conflict against the booking with severity and an owner. The triage action moves an open, classified issue into triaged follow-up and records its result.

How are delivery risks tracked?

Record a constraint against the booking with category, probability, impact, mitigation and an owner. Review open and monitored constraints while the booking is active.

What should we check before completion?

Review assigned work, submitted time, pending confirmations and open exceptions against the booking end date. The Project Manager then records the booking state that matches the outcome.

Set up Resource Booking System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started