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Request Additional Bookings

If the project gets extended, you can add additional planned allocation for a resource.

The submit, propose, and accept process for a requisition is identical to the process described in the earlier sections. The two requisitions (created initially and the other for additional booking) are stored as two separate records of the individual transactions.

For un-booking a resource, you reduce the planned booking. But for additional booking, you require to increase the planned booking compared to the hard-booking.

Split Booking

For an additional and unbook requisition, you can change allocations using the Shift Allocation option. Create a regular requisition and select the Unbook option to unbook a requisition. You require performing the two distinct actions as separate tasks. A team record can have up to one each of open and unbook requisitions at the same time.

Follow these steps:

  1. Open the project and click Team.

    The team staff page of the project appears.

  2. Click the Properties icon for the hard-booked resource.

    The staff member page of properties appears.

  3. Edit the resource Planned Allocation chart.
  4. Create a requisition.

    The new requisition automatically asks for the difference between the planned and committed time.

More information:

Shift and Scale Resource Allocations

Create Requisitions

Unbook Hard-Booked Resources Using Requisitions