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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.

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Actions on Booking Line

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..

View Itinerary

To view/edit the itinerary details planned against the booking line.

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