Repeat a Booking
Left-click on the little clock on the booking and select Repeat from the drop-down list.
Note! You can only repeat SINGLE day bookings not multi-day bookings.
A window will pop up asking if you would Repeat Booking > Time Range or Multiple Selection Calendar.
Time Range is looking at the View Port filter in the Long Form view. Multiple Selection Calendar allows you to select the dates that you wish to repeat the Booking on.
If choosing Time Range, then the window Create from Criteria will open to select some options:
- Date Range, which the bookings are to be repeated: Select the day from and until which the bookings are to be repeated. As mentioned it will automatically look at the View Port filter in the Long Form view.
- Weekdays: Select the weekdays when this Booking is to be repeated.
- Force Include Public Holidays/Force Remove Public Holidays: Select one or another depending on whether you want to include or not Public Holidays in your Bookings.
- Skip Every Second Week Repeat vs Multiday Bookings
In the example picture, the Booking is to be repeated every Monday from 01-05-2015 – 31-05-2015 with a result of 4 days booked.
For viewing the new Bookings in the Long Form, go to View Port > Calendar > Select the period in which are going to take part the Bookings. You can also view these bookings displayed in the Hourline, go to Toolbox > Calendar Tab > Select the desired period.
Moreover, these Bookings would be considered as single-day Bookings so they would appear as different lines in the Edit Project window.
Bear in mind the following advantages and disadvantages when using the Repeat Booking functionality:
- It would be possible to change the Global Status of each Booking and to add different Booking Notes to each individual Booking.
- Easily set different Time In / Out day by day and also to all at the same time.
- As these are now individual Bookings if you wanted to change or delete an object in all of the Bookings, you would need to do this for each individual Booking.
Create a multi-day Booking
To multi-select days in either the Hourline or the Long Form, Command-click (if using Mac) or Ctrl-click (if u sing PC) on the days that you wish you make the Booking for.
Select Booking days from Time Range / Create From Criteria
Enable the Long Form > deselect any marked time (yellow) on the timeline by clicking the marked time > right-mouse click anywhere on the timeline > choose Time range and Create From Criteria from the drop-down menu.
Choose the start and end date of the period of time using the calendars at the top. Select the days of the week when the booking should take place. The selected period of time will then appear at the top (start date, total amount of days in period + end date), the days which you have chosen will be reflected at the left column and the total amount of selected days in the period will appear at the lower right corner. Click OK to confirm it.
The selected time range will then appear on the timeline of the Long form (yellow area), even if you don’t fully view the entire year.
Adding Objects to the Booking
Drag and drop the objects that you want to include in the booking onto the yellow area (which is your selected area).
You can drag and drop objects either from the Object tab in the Toolbox, Objects Tree in Long Form or from the Hourline. Associate the booking to a project or a task. If you associate it to a project, you will be able to keep a cost tracking.
Once the booking is created, it will reflect the entire period of time but you will clearly see the exact days of the bookings.
The time in/out of the Booking is the one set as default in Toolbox > Settings > Booking Default > Time In/Out.
To change it, click the booking clock icon on the timeline or open the booking and click the top left menu icon > Time In/Out.
From within the Edit Project window, the Booking shows as single block. In this particular example, it starts on May 1 and finished on August 31, 62 actual booking days in total.
View Class Bookings As Separate Days
The setting on the Server ‘View Class Bookings As Separate Days’ by default is set to No.
So when you make a multiday Booking, all the days of the booked Object appear in the one Class Booking.
If set to Yes, then each day in the multi-day Booking will be displayed separately. This applies to the Edit Project Window, Project Report, Invoices and Invoice Report.
You can change this behavior on a Project level, click on the Booking icon > Other > View Class Bookings As Separate Days’.
Note: If you have many Objects in the Booking, it would be better to ‘split’ the Booking into either a 3 or 6 months. As when you need to view the full length of the Booking in the Long Form timeline it will take a long time to ‘draw’ all the information.
Consider the following advantages and disadvantages, when deciding to introduce long-term Bookings in your workflow:
- It is possible to add or delete Objects for the entire Booking or Selected Time Range of the Booking in one go.
- An Object is easily added for a Selected Time Range by Selecting the days wanted in the Long Form > drag & drop the Object wanted over the Booking Icon in the Long Form > Select Marked Time Range.
- An Object is also easily deleted for a Selected Time Range by Selecting the days wanted in the Long Form > left mouse click on the Object Icon > Select Days from the drop-down menu > Remove From Time Range.
- It is possible to change the Time In / Out for the entire Booking or Selected Time Range of the Booking in one go. Highlight the days whose Time In / Out it is need to be change > Booking Icon > Time In / Out (Override) > Selected Days.
- It is not possible to change the Global Status on different days of the Booking. All days share the same Global Status.
- When adding a Booking Note It would apply to the entire Booking (all days involved in the long-term Booking)
- If using Part-invoice, note that only entire Bookings can be included in a Part-invoice. Therefore if you have a 3 month-long Booking, only when the job is entirely finished you will be able to part-invoice it.