Edit Bookings
To edit your Bookings, either:
- Click the Edit button beneath the My Scheduled Work grid, or
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Double-click the relevant row in the My Scheduled Work grid.
Either option displays the Edit window.
The columns in the Edit grid reflect those in the My Scheduled Work grid. The first row (Original) is read-only. It displays the original values in My Scheduled Work or - if any bookings have been changed since you last loaded the module - from the Star database. The second row (Changed) is editable, allowing you to update those values.
To edit booked time values in any given cell, either use the increment control within that cell, or simply enter a new value.
If you have Ignore Max set to No in Preferences, then if you enter booking hours which exceed the Week Max those hours are automatically rounded down to the Week Max value. No notification is displayed.
To move time between weeks, use the active toolbar functions (only those options relevant to the currently selected column/period will be active at any time; each click moves a single hour):
- If the Current week is selected: Add to Next Week / Add to Next Week + 1 / Add to Later.
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If the Next + 1 is selected: Add to Current Week / Add to Next Week / Add to Later.
etc.
Controls on each row offer the following functionality:
- Status - Click to activate a drop-down selection of Statuses relevant to the Stage in question, e.g. On Hold, In Progress.
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Notes - Click the note icon to display the Notes window, in which you can record any notes against the work, perhaps for consultation at a later Stage.
-
Reallocate - Click to toggle Yes / No.
The button set beneath the grid presents the following options:
- Update Due Dates - Displays the Due Date Processes window. Here you can update Due Dates records to reflect work carried out on the Active Step (functionality as in Star Time and Expenses).
- Save - Saves your changes and closes the Edit window.
- Reset - Resets all values to the Original values.
- Cancel - Closes the Edit window without saving any changes.