Generating bookings

Generating bookings is an efficient way of assigning work to team members to benefit the time entry of these team members.

Bookings relate to the core assignment of a team member to a project, a task, and a timeline. Bookings have a variety of booking statuses and allocation methods that drive bookings for a team member.

Bookings are important since they are most likely going to be the basis of many management decisions. Some of the decisions may include the following:

• What is our forecasted utilization?
• Do we have enough team members to meet the demand of our clients?
• Do we have team members who are underutilized?
• What is our finance forecast based on bookings?
• What other constraints do we have in our business?
• How are our team members performing against their bookings?
• Are team members working the assigned number of hours?

There is also the potential to book directly from the Bookings screen. Let's take a look...