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Grid Toolbar

The Grid toolbar allows you to take the following actions on a booking line.

Tool bar

Description

viewdetailsicon.png

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.

sendmsgicon.png

To communicate with the resource. This sends a message to the tagged resource. More..

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To check a resource’s availability, an email is sent to the tagged resource requesting confirmation for the specified dates. The request includes an expiry date and time, ensuring the resource to responds within the validity period.

Click here to learn more about Availability Requests.
Click here to understand how Expiry Time works.

confirmrequesticon.png

To confirm the availability of the resource, an email is sent to the tagged resource asking for confirmation of their availability for the specified booking. The request includes an expiry date and time, ensuring the resource responds within the valid period.

Click here to learn more about Confirmation Requests.
Click here to understand how Expiry Time works.

clearconflicticon.png

Clears the booking conflicts.

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Applies the pay policy to the selected booking line.

addpositionicon.png

To add a new position to the order.

clearresourceicon.png

Clears the assigned resource from the booking line.

resettaskdatesicon.png

Resets the task/dates from the booking lines.

reseticon.png

Resets the booking line information.

renumberpositionicon.png

Renumber the labor position.

assignresourceicon.png

To assign a resource to the booking line.

assigndatesicon.png

To generate the estimated work time for the selected booking lines. More..

updatelinesicon.png

To update the booking line info. Know more?

deleteicon.png

Deletes the booking line from the order.

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To release the booking line from freeze mode to edit mode. This usually happens when two user edits the same order/booking line.

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Refreshes the booking line records data.

 

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