Tips for Advanced Resource Booking Worksheet

• Bookings appear under each resource.
• See resource utilization at-a-glance. Green, yellow, and red color-coded cells highlight underutilized, fully utilized, and over-utilized resources.
• Point to a resource’s name to open a resource QuickView.
• Drill down to greater levels of detail.
• Filter the worksheet by department, job code, project, or skills.

Using the Advanced Resource Booking Worksheet

The Resource Booking Worksheet appears as a table with each resource listed in the leftmost column. Point to a resource name to open a QuickView window with various booking-related actions you can perform. You can expand each resource’s worksheet rows by clicking the icon next to their name or collapse the details by clicking the icon.

Date Ranges and Filters

Select a date range to display using the date selector at the top of the worksheet.

A filter indicator at the top of the worksheet shows how many filters you currently have applied. Click the indicator to open a tooltip with a description of the filters.

You can edit settings for the Resource Booking Worksheet by clicking the  icon. You can set filters, customize columns, and set a default project and booking type.