Custom fields in Productive offer powerful flexibility, allowing you to tailor your booking classifications beyond the default options.
This customization enables you to categorize your bookings in a way that aligns perfectly 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 module, you'll first need to create a custom field specifically for Bookings. This can be done in the Settings section of Productive. Learn more about adding custom fields here.
Once your custom field is set up, you can seamlessly incorporate it into your workflow:
Create a New Booking: Go to the Resource planner and add a new booking.
Add Custom Information: Utilize 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 invaluable.
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, 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.