Tips & Tricks

Copy Bookings to quickly create similar Bookings

As a Resource Manager, you can copy a booking to either reassign the copied booking to another user, change the date range or change the Project. This is a ‘quick create’ option for me.

Coping a booking will copy the booking attributes exactly – Project, Assigned User, Requestor, Date Range, Colour etc

Please Note:

  • You must have Edit Access to see the “Copy Bookings” option when right-clicking a Booking.
  • You can not copy a PTO bookings or any booking that is ‘locked’