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- Resource Booking System
- Who it's for
- Internal programs
Internal programs
An internal program can be run as a dated booking for an internal organization. The same records that serve a client engagement keep the program's work grouped, assigned and reviewable. A Project Manager owns the overall plan, while specific work and checkpoints can have different owners. This is useful when several people contribute to a shared deadline.
How Resource Booking System is set up for you
Program window
Put the start and end dates on the booking and give the overall result a named owner.
Work distribution
Use work groups and assignments to separate streams of activity and reserve hours.
Exception follow-up
Record a risk as a constraint, or a raised issue as a conflict, with a person responsible for the next action.
An internal program can be run as a dated booking for an internal organization. The same records that serve a client engagement keep the program's work grouped, assigned and reviewable. A Project Manager owns the overall plan, while specific work and checkpoints can have different owners. This is useful when several people contribute to a shared deadline.
Choose an internal project with a clear end date and one review checkpoint. Create its internal organization, booking and work groups. Assign the work that must happen before the checkpoint. The team can then use Booking Resources In Flight for day-to-day tracking and Confirmations At Risk for the dated handoff.
Have participants submit usage when work is performed. The Usage Reviewer examines the approved entries, failed attempts and resulting decision records. Even when the work is internal and non-billable, dated hours help the manager understand effort. Before completion, the Project Manager checks missed checkpoints and open exceptions. If the program changes scope, update the booking plan and its assigned work together so the team sees a coherent date commitment.
Features to start with
Roles on the team
- Admin
- Maintains access and the core delivery records.
- 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.
Set up Resource Booking System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.