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- Resource Booking System
- Who it's for
- Client delivery teams
Client delivery teams
Client delivery teams often promise a date before all of the work is fully understood. A booking gives the engagement an owner and a schedule. Work groups and assignments make the promise specific enough for people to act on it. Dated usage then gives the manager an account of effort, while confirmations and exceptions show where the plan needs attention.
How Resource Booking System is set up for you
Engagement intake
Use the organization and booking to hold the client context, delivery type, owner, dates and budget.
Team work
Group the work, name assignees and reserve hours on individual items.
Review
Follow blocked items, pending checkpoints and submitted time before declaring the engagement complete.
Client delivery teams often promise a date before all of the work is fully understood. A booking gives the engagement an owner and a schedule. Work groups and assignments make the promise specific enough for people to act on it. Dated usage then gives the manager an account of effort, while confirmations and exceptions show where the plan needs attention.
Start with one upcoming engagement. Give it an owner and dates, then create the work groups that your team already uses in delivery meetings. Add a few assigned items with realistic due dates and reserved hours. Have the assignees update their work and enter dated usage. Review submitted time through the usage approval path, and inspect the resulting decision and receipt.
During the first operating cycle, compare the booking's end date with the work items still in progress. Raise a conflict only for a concrete issue, and use a constraint for a possible future impact with mitigation. The Delivery Lead can use Operations Overview to decide which exception needs a conversation first. That makes the app useful for day-to-day delivery review without turning every concern into a change of booking state.
Features to start with
Roles on the team
- Delivery Lead
- Owns the booking plan and follows delivery exceptions.
- Project Manager
- Coordinates assigned work and checks schedule and progress.
- Team Member
- Maintains assigned work and submits dated usage.
- Usage Reviewer
- Inspects usage outcomes and failed attempts after submission.
- Viewer
- Reads the delivery position without changing operating records.
Set up Resource Booking System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.