Custom fields let you categorize and classify bookings beyond the default options, making it easier to filter, report on, and manage your resource planning data.
With booking custom fields, you can:
Filter bookings more precisely based on your own classifications
Generate detailed reports using the data captured in these fields
Productive is rolling out an updated booking form. If your booking form looks different from the screenshots in this article, your organization hasn't been switched over yet: the rollout is gradual. Learn more here.
Setting Up Custom Fields for Bookings
Before using custom fields in the Resource Planner, you'll need to create a custom field for bookings.
Using Custom Fields in the Resource Planner
Once set up, custom fields appear directly in the booking form when creating a new booking.
The compact modal shows required custom fields only
The expanded modal shows all custom fields
Practical Example: Tracking Booking Approval Status
For teams with a resource approval process, a custom field can help you track where each booking stands without relying on tentative status alone.
For example, create an Approval Status dropdown field with options like Pending, Approved, or Rejected, and update it as bookings move through your internal sign-off process.
This makes it easy to filter bookings by approval stage, flag ones that need attention, and report on how much work is still awaiting confirmation at any given time.
Custom Fields and Absence Requests
When a team member submits a time-off or remote work request via Time > Book Absence, booking custom fields are not available during the request flow. As a workaround, you can:
Use the Note field to capture any additional context, or
Add the custom field after the request is created and visible in the Resource Planner
