Changing the Time and Resource of an Entry
Resource Planner provides two methods for changing the time or assigned resource of an existing calendar entry. Users can either edit the booking details directly or move the booking using drag-and-drop.
Editing a Booking
To modify the details of an existing booking:
Locate the required entry in the Resource Planner.
Click the edit icon displayed in the upper-right corner of the calendar entry.
The Participants screen opens.
Update the required booking details.
Save the changes.
The updated booking information is reflected in the Resource Planner.
Moving a Booking Using Drag and Drop
Resource Planner also allows bookings to be reassigned by dragging and dropping the calendar entry onto another resource.
To move a booking:
Locate the booking to be reassigned.
Select the calendar entry.
Drag the entry to the desired resource and time slot.
Drop the entry in the required location.
The booking is automatically reassigned to the selected resource, and the Resource Planner is updated to reflect the change.
Resource Conflicts
Resource Planner automatically validates resource availability and prevents scheduling conflicts when creating or modifying calendar entries. Conflict validation is performed when creating new bookings as well as when moving entries using drag-and-drop.
Resource Availability Validation
When creating a new booking, Resource Planner checks whether the selected resource is already allocated during the specified time period.
If the new booking overlaps with an existing calendar entry, the system prevents the booking from being saved and displays a validation error. This ensures that a resource cannot be double-booked for the same time period.
Person Availability Validation
In addition to checking resource availability, Resource Planner also validates the availability of participants.
If a user attempts to schedule a meeting with a person who already has another booking during the selected time period, Resource Planner displays a validation message when Save is clicked. This prevents conflicting appointments from being created for the same person.
Conflict Validation During Drag and Drop
Conflict validation is also performed when calendar entries are moved using the drag-and-drop feature.
If moving an entry results in a scheduling conflict with an existing booking, Resource Planner performs the same validation checks and prevents conflicting resource allocations.
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