Custom fields in Productive offer powerful flexibility, specifically in the Resource Planner, allowing you to tailor your booking classifications beyond the default options.
This customization enables you to categorize your bookings in a way that aligns with your business needs.
With custom fields, you can:
Filter bookings more precisely based on your specific classifications.
Generate detailed reports using the data captured in these custom fields.
How to Implement Custom Fields in the Resource Planner
To start using custom fields in the Resource Planner, you'll first need to create a custom field specifically for bookings.
Once your custom field is set up, you can incorporate it into your workflow:
Create a New Booking: Go to the Resource Planner and add a new booking.
Add Custom Information: Use the custom field to input additional details relevant to your booking.
Practical Use Case: Managing Start Date Flexibility
When dealing with tentative bookings, deals, services, or time-off requests, start dates might not always be set in stone. In such scenarios, custom fields can be of help.
Flexibility Indicator: Create a custom field for bookings to indicate how definite the start date is, or to assess the probability of the booking materializing.
Scheduling: This allows for more flexible scheduling in the Planner, ensuring your resource planning remains adaptable to changes.
By integrating custom fields, you gain more nuanced control over your bookings, helping you stay organized and responsive to evolving project needs.
📌 Booking custom fields appear in the Planner only when creating or editing bookings. If a user submits a time-off or remote work request via Time > Book Absence, consider workarounds such as:
using the note field, or
adding the custom field after the request is created and becomes visible in the Planner.