Project Management Configurations › Default Settings › Set the Default Resource Booking Options

Set the Default Resource Booking Options

Mixed booking is the state by which a resource has hard and soft allocations on projects, services, ideas, and other investments. In order to allow resources to have separate hard and soft allocations, you must select the system setting for Allow Mixed Booking on the Settings page.

To set the default resource booking options

1. Select Settings from the Project Management menu.

   The Settings page appears.

2. Define whether or not you want to allow project managers to edit the allocation of hard-booked resources and to extend a resource to do additional project planning in the Allow Mixed Booking field. When selected, project managers can mix book resources on projects.

   Default: Selected.

   Note: If a mixed bookings already exists, then you cannot clear this check box. If you clear the check box and attempt to save the new settings, an alert message appears informing that mixed bookings exist in the system.

3. Click Save.