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Procedure documentationCreating Soft Bookings for Resources

 

If you have found a suitable resource for a role in your project, you can soft-book it. You may want to do so, for example, if you do not yet have a contract for the project or the resource's manager has not yet approved the assignment.

Prerequisites

You are on one of the following tab pages of the Resources view:

  • Staffing in the role definition

  • Staffing, in the Candidates group box

  • In the Search Result in the Resource Search

Procedure

  1. Staff the required role with the resource of your choice. For more information, see Staffing Roles with Resources.

  2. Select the Soft-Bkd checkbox on the Staffing tab. The resource staffing is only a soft booking.

  3. Save your data.

If you want to create a hard booking for a soft-booked resource later on, deselect the checkbox.

Result

The resource is soft-booked for the role.