Adding, Editing, and Deleting Bookings

The following functionality is common to both the Staff Wallchart and Schedule Wallchart views in StarPM: Planners Wallcharts.

Add a Booking

To add a booking:

1. Click and hold the Add Booking icon.
2. Drag-and-drop it into the desired timeslot in the grid.

View Booking Details

To view the details of any booking, hover over the relevant cell.

Edit a Booking

To edit the Start Time, Duration, or Stage of a booking, to enter or edit any Notes recorded against it, or to delete it altogether, either:

• Double-click the relevant cell to display booking details in a new window.

  Not supported in some browsers.

• Use right-click context menu option Booking/Edit.

There might be multiple Bookings on any given day. The Bookings grid above provides an overview, while the Booking Details grid below displays only the selected Booking.

To update the Booking, make the required changes and click Update. Note that any read-only values are then updated accordingly.

The Date, Staff details and Date values, as confirmed in the window's title bar, are greyed-out (read-only) in the Booking Details region, and cannot be edited in this window.

To delete the Booking from within the Booking Details window, click Delete.

Delete a Booking

To delete a booking:

1. Click and hold the cell that represents the booking.

2. Drag-and-drop it onto the waste-basket icon.

   You are prompted to confirm the deletion.

Alternatively, use right-click context menu option Booking / Delete.

Move a Booking

To move a booking:

1. Click and hold the cell that represents the booking.

2. Drag-and-drop it into the desired timeslot in the grid.

   If a Booking has been modified by any other user since the last view Refresh, then before the result of any drag-and-drop operation is written to the database the following warning prompt is displayed:

   The selected booking(s) have been modified. Would you like to refresh the wallchart?

   If you get this message, click OK to proceed.

Drag-and-Drop Operations

Drag-and-drop operations are deliberately limited in effect.

The following points apply to both Staff and Schedule Wallcharts, and to drag-and-drop between Wallcharts (see Move a Booking Between Schedules/Time Periods immediately below).

Standard multiple-selection of Bookings is supported.

To change a Date:

• Drag the Booking from one Wallchart date cell into another.

  Only the Date of the Booking is changed, regardless of which Wallchart row the Booking is dropped into.

For each of the following operations you must initially drag-and-drop onto the intended Staff, Schedule, or Stage cell in the Staff, Schedule, or Stage column, not into any booking cell in the calendar grid, as described below. The booking date can then can then be changed, if necessary, as described above.

To re-allocate Staff:

• Drag the Booking from Wallchart date cell and drop onto the target Staff name in the Staff column.

  Only the Booking Staff Member is changed.

To re-allocate a Booking to another Schedule:

• Drag the Booking from Wallchart date cell and drop onto the target Schedule name in the Schedule column.

  Only the Booking Schedule is modified.

To change Stage:

• Drag the Booking from Wallchart date cell and drop onto the target Stage name in the Stage column.

  Only the Booking Stage is modified.

Move a Booking Between Schedules/Time Periods

The easiest way to move Bookings from one Schedule or time period to another is to drag-and-drop between multiple Wallchart views across multiple browser windows or monitor displays.

There is no need to open a second browser session. To duplicate the current Wallchart view:

1. Click Duplicate (at top right).

   This opens a new tab within your Web browser, which displays a duplicate of the browser tab containing the Wallchart view.

2. Drag the duplicate tab out of the original browser window.

   This creates a new browser window.

3. Arrange the two browser windows side-by-side.

   You can now drag-and-drop Bookings between the two browser windows.

   Any operations carried out by the same user will be replicated automatically across all browsers that are running the Planners Wallchart; i.e. a move in browser 1 Wallchart will cause browser 2 Wallchart to refresh.