Booking Line Grid

The Booking Line Grid as the following fields and captures all required and relevant details for each booking line (Labor Resource added to the Order).

Tabs	Description
BS (Booking status)	Indicates the status of the booking line through an icon.
Actions	Pops up a list of actions to perform on the selected booking line. Know more?
Position	Labor position required on the order.
Status	Status of the labor position (Assigned, Unassigned, Confirmed, Re-confirmed.) Assigned: Resource has been identified and has been assigned the job/task mentioned on the specific booking line. UnAssigned: Resource has not yet been identified. This is as good as the status being blank. Confirmed: The identified resource has confirmed its availability. A booking line’s status changing to ‘Confirmed’ triggers Auto Creation of Purchase Order ID for that Booking Line. Re-confirm: The resource may have asked for some adjustments/changes to assigned task etc., and a secondary confirmation request has been sent to the resource for affirmation. Re-confirmed: The earlier identified resource may have asked for some adjustments/changes to assigned task etc., and now as once again consented for the assignment. The re-confirmation would void the previously created PO. Since system identifies it as changes on the Booking Line. Read more about Auto Void of Purchase Order ID.
Resource	Resource assigned for the labor position.
Task	Displays the respective task required to perform by the Resource. Also, when an EWT is split, the task tagged is cleared on both original booking line and the split line know more?.
Start Date	Start date of the job.
End Date	End date of the job.
Skills	Skills of the selected resource. Know more?
Unit	Unit for the booking line. Along with existing units, a new unit- Fixed in introduced.
Certificates	Certificates of the resource (if any).
Resource Types	Type of the resource tagged (Freelancer, Inhouse, Inhouse, Broker, Union, etc.,)
Rate	Rate of the resource.
CT	Displays an icon if any conflicts in booking the resource. More info..
Duration	Duration of the job in hours.
RT	Regular time for the job. RT is picked based on the resource type selected.
Total	Total amount to pay the resource for the job.
TS	Displays an icon if Timesheet already exists.
CM	Displays comments if any. More..
BH	Indicates an icon if any break hours conflict occurred. Know more?
MB	Indicates an icon if the resource is booked multiple times.
CS	To notify you that e-mail communication is sent to the resource.
NE	To notify you that e-mail is received from the resource
DC	Displays if any date is conflicted.
Company	Displays company the resource belong to
OBH
Per Diem	Displays the per diem amount.
Notes	Displays the notes (if any) more..
Purchase Order ID	This gets automatically created, when the status of the Booking Line changes to ‘Confirmed’. However, for the Purchase Order ID to reflect in the field, you would have to Save and Refresh the Order. See here to know more about Auto Creation of Purchase Order ID.

Actions on booking line

Following are the available actions that you can perform on a single booking line. This is a popup menu.

It appears when you click on the action button, after the Booking Line has been selected.

If there are multiple lines in the Booking Line grid, you have two options:

Either perform the actions on each line independently after selecting it, and choosing the desired action from the menu for each line repeatedly.
Select multiple lines on the booking line grid together, and then and choosing the desired action from the menu, and performing a singular action.

Tool bar	Description
Assign Dates	To generate the Estimated Work time for the booking line.
Booking View	To view the complete details of the timesheet, message conversation, hourly booking details along with the history of the booking line. These are just to track the details of conversation, timesheet etc., and are view only.
Clear Resource	Clears the assigned resource from the booking line.
Comments	To provide comments for the resource, travel, dress code etc.,
More Info	More details on the booking line is available like Rate and company of the resource, travel and per diem details etc.,
Re-number Position	Renumber the labor position.
Reset	Resets the booking line information.
Reset Task/Dates	Resets the task/dates from the booking lines.
Search resource	Search the resource and assign to the job,
Send Availability Request	To check the availability of the resource. This sends an e-mail to the tagged resource asking to check on the availability on the said dates. More..
Send Confirmation Request	To confirm the availability of the resource. This sends an e-mail to the tagged resource asking to confirm the availability on the said dates. Know more?
Send Message	To communicate with the resource. This sends a message to the tagged resource. More..