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The Bookings Requests Tab
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The Bookings Request Tab is where you manage requests for bookings of resources to projects according to their available time. To enable the booking request feature, an administrator navigates to My Account > Company > Settings > Resources options. Check the box to "Enable booking requests".
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This workflow enables users with the requisite role privileges to request resources to be booked on projects and to submit the request to a resource manager for approval. To create a booking request, users navigate to Resources > Booking requests > Create Booking request. The booking requester selects the resource to be booked (either generic or regular user), specifies the client:project, start and end date for the booking, the booking type and whether the booking request is by percentage or user's available time or by hours. An administrator can select either hours or percentage as the default value for booking requests. To select a default value for booking requests, adminstrators navigate to My Account > Company > Settings > Resources options. The default operates unless a different value is otherwise implied (as for instance if a booking is being created from a booking request, or from the results of a custom availability search for a resource).

When creating a booking request, the user has options to "Save", "Save & Submit/Approve", or "Save & create another booking request". If the booking request is saved without being submitted, it can be later submitted, by clicking the pencil (modify) icon from the booking request list, then clicking the "Submit/Approve" link.

There is also an option when creating a booking request to send email notification to the requester if the resulting booking is modified.

Once the request is created, the requester then submits the booking request for approval; the request proceeds through an approval process similar to the timesheet approval process, with email notifications to both approver and requester. Project-based approvals are supported and can be enabled in My Account > Company > Settings > Approval options.

Booking requests can be routed for approval by one of two methods: according to which user is requesting the booking, or according to the resource for which the booking request is made. To make the selection, administrators navigate to My Account > Company > Settings > Resources options. If you check the box “Booking request approvals are for the requested resource”, booking requests will proceed to the approver of the requested resource. If the option is unchecked, the booking request will proceed to the approver of the requesting resource.

Booking request approvals can also be copied from one user to multiple users through the
bulk user change wizard on the Dashboard.

If the booking request is approved, a booking is automatically generated for the requested resource on the specified project. An unapprove option for booking requests is also provided (by user, in the user demographic form); if a booking request is unapproved, the associated booking is deleted.

There is also an option to "Allow an approver to edit a submitted booking request"(My Account > Company > Settings > Resources options).

A default booking type for new booking requests can be defined in Account > Resources > Booking type > [select booking type]. There is also an option to make the booking type field read-only in My Account > Company > Settings > Resources options. Check the box “The booking type field on booking requests cannot be modified”. This setting, in conjunction with specifying the default booking type for new bookings requests, can be used to guarantee that all bookings start out as “soft” bookings, for example.

The booking request layout can be modified by going to Resources > Options > Booking request layout. To create booking requests, users must have the role privilege "Create bookings requests" in Roles > [select a role] > Resources. Users who have the role privilege to “view and modify booking requests” can edit requests created by other users. There are also more limited role options available ("View booking requests"; "View booking requests for me”).
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