Tentative bookings, also called soft allocations, let you plan resources for projects that are not yet confirmed.
In the Resource Planner, tentative bookings help you anticipate potential workloads without affecting a person’s total scheduled hours until the booking is confirmed.
Creating And Confirming Tentative Bookings
To create a tentative booking:
Open the Resource Planner.
Create a new booking.
In the booking pop-up, select Tentative.
Tentative bookings are displayed with grey stripes. They do not count toward a person’s total scheduled hours.
Capacity Indicators
Confirmed + Tentative on the same day
The capacity indicator shows total capacity, confirmed booking hours, and tentative booking hours.
The main number displays only confirmed booking hours (green or red). A grey overlay signals that tentative bookings exist.
Only Tentative bookings:
The capacity indicator turns grey.
When you confirm a booking, its hours are added to that day’s total scheduled hours. To confirm, click a tentative booking and select Confirm.
This change is also logged in the booking history.
Tentative Bookings in Reports
1) Bookings Data Source
The Status field indicates whether a booking is Confirmed or Tentative.
You can filter reports to show only confirmed or tentative bookings.
2) Capacity and Availability Data Source
Tentative fields are available, showing time, cost, and revenue linked to tentative bookings.
3) Financial Items Data Source
Tentative bookings appear under the Type field and can be filtered like other types.
They include revenue, cost, and similar details depending on the filters applied.
Access to Tentative Bookings in the Resource Planner
All Employee users can see tentative bookings in the Planner, except for:
Staff
Staff with CRM access
Staff with Time access
Staff with Time and CRM permissions
