Selecting Resources 

Procedure

  1. On the data screen, choose Resource selection. The Resource Selection; Overview dialog box appears in which the system displays a proposed date. You can change this date as required. You can bring it forward or move it back depending on resource availability and the options Exclude days off and Include start day.

    2. The following functions are available in the dialog box:

    Change the planning period

    Change the event location.

    Resource types defined as required for the corresponding event type are displayed under Resource requirements. You select resources for the business event using the resource types.

    If a resource type is only required for this specific event, you assign it temporarily by choosing .

    You can create the relationship requires resource type with the business event type by choosing .

    Choose Auto resource assgmt if you want the system to automatically allocate resources that are flagged as required to the business event (where available). If you want to use this function, select the resource types displayed accordingly.

  2. Choose for any resource types you want to reserve manually. The Resource selection dialog box appears displaying details of the actual resources available (such as instructors’ names) and details of their availability. There are two possible options.
    1. You can select a resource that you want to reserve for the complete period of the business event. Then choose .
    2. You can choose Detail selection if you want to reserve different resources for specific days of the event or if one of the resources you require is only available for part of the event duration. The Resource Selection; Overview dialog box appears. The individual reservation periods (time blocks) per day are displayed in this dialog box. You can reserve different resources for the different time blocks if required (depending on availability of course).

The detailed resource selection option is only possible when more than one resource is displayed for selection.

Choose . The Resource Detail Selection dialog box appears in which you can select a resource from the list displayed for the reservation period you require.

Select the resource of your choice and choose . The Resource Detail Selection: Overview dialog box appears again. is displayed behind the reservation time for which a resource has been reserved. Reserve all the resources for the times you require and then choose .

Continue choosing in the dialog box until you return to the Resource selection: Overview screen.
  1. Repeat the same reservation procedure per resource type.
  2. Choose on the Resource selection: Overview dialog box:. The Create Business Event with Resources: Data Screen appears.
  3. Choose .

Result

You have reserved the resources required for your business event date.