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- Resource Booking System
- Process
- Booking setup
Booking setup
A Project Manager begins with the organization receiving the work. The booking then gives the engagement one subject, owner, date range, type and budget. A delivery lead can use that record to trace the work that follows. If the engagement is internal, use an internal organization so the same ownership and reporting pattern applies.
Step by step
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Set up the booking Project Manager
The Project Manager records the organization, owner and agreed dates. The booking starts planned and becomes active when the work starts.
- Creates the engagement and its schedule
- Updates Organizations, Bookings
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Group the work Project Manager
The Project Manager separates delivery into work groups, each with its own date window and capacity hours.
- Defines work groups under the booking
- Updates Resources, Bookings
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Assign the work Delivery Lead
The Delivery Lead creates individual items, names assignees and reserves hours against the group.
- Gives individual work an assignee, dates and reserved hours
- Updates Booking resources, Resources, Team members
Who does what
Roles and permissions- Project Manager
- Creates the booking and groups; Delivery Lead assigns work; Team Member receives the assignment.
Set up Resource Booking System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.