de:Die proRM-Massen­umbuchung


Overview

proRM Bulk Booking App allows you to rebook activity records in an easy and fast way.

BulkBooking 01.jpg

How to Use proRM Bulk Booking App

proRM Bulk Booking App helps you to rebook activity records form one project to another. You can switch one or several activity records to another project. Before you can rebook any activity records, you should choose a customer for each side. First select Source Customer - this is the one, who has necessary bookings for switching. Then select Target Customer - this is the one, who receives bookings. After these operations click Refresh. Now you can see a project tree with accountants and all their projects for both sides.

How to Rebook More than One Booking

First, you should choose the customer for the Source and Target sides and click Refresh. To rebook activity records, mark the desired bookings and drag them to the right side of the application using drag & drop function.

Please note, that activity records can be moved only from one project to another. The employee remains the same. As soon as the booking is successfully moved, the activity records highlights in green on the Target page. Now press Save to save the changes.

BulkBooking 02.jpg

What does Start Date and End Date mean?

The Start and End Dates define the Dates the activity record starts and ends.

What does Duration mean?

The column Duration/Actual Effort has two functions:

At the Project Level it shows the summarized Effort of all activity records that are booked to the project.

On the Booking Level you can see the Duration of the activity record.

What does Hourly Rate mean?

The column Hourly Rate shows the Hourly Rate of the employee in this project.

What does Booking Type/Number mean?

The column Booking Type/Number has two functions:

At the Project Level it shows the Project Number.

On the Booking Level you can see the Booking Type of the activity record.

What does Estimated Effort mean?

The Estimated Effort shows you the estimation of the project manager for this project.

Full Screen Mode and New Tab

To activate the Full Screen Mode click the icon Full Screen with the arrows outward, which is located next to Help icon in the right corner of the application.

To open proRM Bulk Booking App in a new Tab click on the icon Open in new tab with a diagonal arrow, which is located next to Help and Full Screen icons in the right corner of the application.

Please be careful: When you open the application in a New Tab, it loads a blank page of the application without early selected data. When you open the application in a Full Screen, it opens with early selected data.