Managing Resources Directly from the Projects Module

As a project manager, you find yourself in the Projects Module a lot within OpenAir taking care of project planning, budget tracking and overall team management. Part of project management, however, often pertains to resource scheduling through either managing resource availability or requesting resources to fill out your project team. When these activities are required, many Project Managers navigate to the Resources module and lose their project view simply because they are now in a resource-centric module. Moving between the modules can be streamlined though! The Booking tab of the Resource module can also be added to the Projects module as another functionality tab. This allows Project Managers to stay within the Project module but be able to use all the same functionality of the Resource module by simply access a different tab.

When activated, the Booking tab will appear to the immediate left of the Projects tab in the Projects module. When you access the Booking tab, the same feature/functionality such as list, grid, and chart views are available. Once the tab has been selected, Project Managers are now able to create bookings per normal business process without moving to the Resources module. At the completion of resource management activities, the Project Manager can simply click back on the Projects tab (or other project module related tabs) to resume their Project Management activities.

To activate the booking tab within the resources module, contact OpenAir support and ask to show the resource booking tab under the project module