Move, Reassign and Split Bookings

Article Contents

1. Introduction
2. Move or Resize a Booking
3. Reassign a Person Directly
4. Edit Booking Details and People
5. Split a Booking
6. Next Step

Introduction

Once a booking has been created, you can update its dates, people and planned work without leaving Scheduling.

Select a booking to open its details. You can move or resize bookings directly from the timeline in both People and Projects views. You can change the people included in a booking from its details in either view. People view also provides a direct drag-and-drop way to reassign one person.

For help creating a booking, see Create a Booking.

Move or Resize a Booking

In either People or Projects view, drag a booking horizontally to move it to different dates.

To change the length of a booking, drag either end of the booking bar. This changes the start or finish date.

Scheduling shows a preview before saving the change. If the new dates conflict with leave, public holidays, non-working days or another booking, Scheduling will show a warning before the change is saved.

Locked and Completed bookings cannot be moved or resized until they have been reopened. See Booking Statuses and Booking History for more information.

Shared Bookings

A booking can include more than one person.

Moving or resizing any part of a shared booking changes the dates for everyone included in that booking. This keeps the group’s planned work together.

In Projects view, each person in a shared booking is shown as a separate booking bar. Moving or resizing any of those bars changes the dates for everyone included in the booking.

For example, if Ben and Sally are booked to the same subtask from Monday to Wednesday, moving Ben’s booking to the following week also moves Sally’s booking.

Reassign a Person Directly

In People view, drag a booking to another person’s row to reassign that person’s assignment directly from the timeline.

This changes only the person represented by the booking bar you moved. It does not change the booking dates or the other people included in the booking.

For example, if Ben and Sally are booked together, moving Ben’s booking to Alex reassigns Ben’s planned work to Alex. Sally remains assigned to the booking on the same dates.

Direct drag-and-drop reassignment is not available in Projects view. To add, remove or replace people from either view, open the booking details.

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Edit Booking Details and People

Select a booking to open its details.

From the booking form, you can:

• add or remove people;
• change the selected project work or internal work;
• update the start and finish dates;
• add or update notes, instructions and location context; and
• update the booking status.

Changes to shared booking details apply to everyone included in that booking.

If you remove the final person from a booking, Scheduling will ask you to confirm that the complete booking should be deleted.

Split a Booking

Use Split booking when part of a booking needs to move to a later date.

For example, a team may be booked to complete site work over several days, but the remaining work needs to be moved to the following week.

To split a booking:

1. Open the booking details.
2. Select Split booking.
3. Choose the scheduled day on which the first part of the booking should finish.
4. Choose the new start date for the second part.
5. Review the preview, then save the split.

The original booking keeps the first part. Scheduling creates a second booking for the remaining planned days, with the same work, people, notes, location context and status.

After the split, each booking can be updated independently.

Split booking is available for editable bookings with at least two scheduled days.

Next Step

See Booking Statuses and Booking History to understand how Planned, Tentative, Locked and Completed bookings behave.