In One Click Toggle Between a Project-first and Resource-first View of Bookings in OpenAir

The OpenAir Resource Booking Planner is a powerful tool that lets you create and modify resource bookings in a user-friendly and dynamic interface. One of the most useful features of this tool is that you can toggle between a project-first and resource-first view of your bookings with one mouse click.

The resource-first view allows you to create, modify, or view bookings for a single resource in one page, and provides key data such as resource utilization, booking type, and key project details.

Some users, however, find that the resource-first view takes up a lot of real estate on the screen, and that it can be difficult to view a resource’s total bookings for a specific date range.

By default bookings are displayed individually, with each booking record represented as its own bar graphic on its own row in the planner chart.

There is a feature that may be difficult to find at first that will help with this issue: The Compact view setting. You can find this setting in the Setting drop-down menu ( ) when you are in the resource-first view.

By selecting the compact setting the bookings are consolidated onto a single row, unless there are bookings that overlap one another for the displayed time period:

If there are multiple bookings that overlap the same time period, those bookings will be displayed on different rows, even in the compact view: