Resource Planning › Edit Resource Allocations › How to Work with the Booking Status Portlet › Change Resource Booking Status

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Change Resource Booking Status

You can change booking status on an investment for a resource.

Follow these steps:

  1. With the resource/role allocations open, click in the field containing the data and edit the data.
    Booking Status

    Defines the booking status for the resource.

    Values:

    • Soft. The resource is tentatively scheduled to work on the investment.
    • Hard. The resource is committed to work on the investment.
    • Mixed. The resource is both soft and hard allocated to the investment or the soft allocation for the resource does not match the hard allocation.

    Default: Soft

    Required: Yes

  2. Click Save.