Project Bookings are always associated with a Project. Select your Project from the pop up menu.
The booked Objects in these Bookings will have Rates and it will add a Time Report to the Booking (if Toolbox Setting > Booking Defaults > Use Time Reporting is enabled).
If the Toolbox > Settings > Booking Defaults > Auto Popup Booking Window On New Booking is ticked the Booking window will now directly open.
The Booking window has two main section:
At the very top you see the Client / Project Name (Number) / Binder Name / Booking Name.
Below appears:
A) The Booking’s Name, Note, Invoice Note, Fixed Price option
B) Any applicable Custom Fields
C) Option to include all time reported Extras in the Fixed Price, Global status of a Booking, Checkpoint status
E) Involved Objects
- To see the Involved Objects the following setting must be enabled: Toolbox > Settings > Server Setup > Show Involved Objects In Booking Window.
- Click on the Object + icon to open the "Select Object" window where you can select one or more Objects to then add to the Booking.
- From 7.0 it's possible to multi-select multiple objects within the Booking Involved window and trigger actions using the right-click context menu. For multi-selection, hold Cmd on macOS or Ctrl on Windows. Double click an Object to add or right-mouse click to "Show Info" of the Object.
- You can change the order of the Objects within the 'Involved:' section of the Edit Booking window by using drag and drop. Any Accessories booked with an Object will be moved with the parent Object.
- After sorting, hit APPLY to commit the new sorting to server.
- A checkbox has been added to the top-right corner of the Booking Involved window, allowing you to expand all Objects with Accessories and Groups in a single click.
F) Ad-hoc Extras/PredefinedServices
Other information at the bottom are:
- Booking Number (G)
- See who created the Booking and who last modified it
- Invoice Flag if enabled (H), access to Dispatch, Project and Timereport
- Create Reports (M)
From the Booking window it is also possible to access the Booking menu (O).