Create own Booking types

Content

Do you want to use your own types for bookings in the Planner?

This function is for you who want to be able to separate different types of work and orders in the Planner.

By assigning a color to each type, you can quickly identify the type of work a booking is for. The color is displayed as a border to the left of the booking together with any color codes from your own status on the order.

When using this function, the default types in the system (order, overtime, sick, vacation, etc.) are ignored, so you must enter all the variants needed.

Order or Other time?

You can choose whether a booking type should be Order or Other type. If it is Other type, the list of orders is closed.

You set how Other type should be entered in the time report as usual in the Planner settings under the heading Other type. For example, if you specify that Other type should be entered as “normal”, all booking types that you mark as Other type will be entered as normal in the time report.

The function is therefore not optimal together with Time report as it cannot be connected with the different time types in the time report.

“Always show description”

By, in the Planner settings, selecting Always show description the description field can be used as a free text field.

To create Booking types:

Go to Planner settings – Booking types (admin permission is required.

Enter a name for the type.
Select color for the type.
Select text color
Check the box if the list of orders should be opened in the planner. See picture 2.
If the type is Other type, leave the box empty. See picture 3.

Figure 1. You add the booking types in the Planner settings. Select the checkbox if the type is an Order. Leave blank if it is Other time.

Image 2. When you have chosen to mark the checkbox in the settings for a booking type, the list of orders opens.

Image 3. When you have not checked the checkbox for a booking type, only the description field is displayed.

This is how it looks in the Planner. The color set for the technician is sandy yellow and on the left you can see the color you chose for the booking type.

In what order are the colors/types?

Calendar from the left: status / booking type / order type */ technician color as the large field. Resource from the left: booking type / order type* / status as the main field.

In the default mode, the fields are like this: Calendar from the left: status / order type* / technician color as the large field. Resource from the left: order type* / status as the large field.

Setting options for displaying the colors in the Planner

In the Planner settings – View settings you can control whether you want to use the colors of the booking types as background colors instead of the default colors.

If you choose this setting, it overwrites the default settings such as the technician’s color as background in Calendar and the order status in Resource.

Show booking type as background color

The booking type’s color is here black and Show custom status as text color is activated. In the lower booking there is a self-defined status, which you can see from the green text.

You may also need to take into account the “Show custom status as text color” setting when choosing colors and if you use order types.

*If you chose to use order types. Read about Order types.

Updated on 9 April 2024

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