Exprodo Help Desk

TABLE OF CONTENTS

• Introduction
• Set up the Rule
• Set up your Project

Introduction

You may want to allocate a certain number of sessions to a project on a particular resource.  This can be achieved using Project Resource Settings and a Number of Bookings Rule.  The resource must be set to either Authorised Project Required or Any Project Required for this to work.

Set up the Rule

Set up a Number Of Bookings type Rule with the following parameters:

• On the Rule tab set Number of Bookings to the variable projectResourceSettings.numberofSessions
• On the 'Rule - Bookings to count' tab select 'Matched Project'
• On the 'Applies To - Conditions' tab add the condition New value of projectResourceSettings.numberofSessions not equal to Null
• On the 'Rule - Message to Show' tab amend the message to be displayed if the booking is rejected by this rule

This rule will then get all the bookings on that resource for that project.  It will then check the value in the Number of Sessions field and if the number of bookings will exceed that value it will reject the booking.   The final condition ensures that it will not apply the rule if a number has not been entered in that field.

Set up your Project

On projects where you want to apply this rule, add a Project Resource Setting for the resource you wish to restrict and insert a number of sessions into the appropriate field.