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Finance | Project Operations, Human Resources, ...
Suggested Answer

Default Project team member allocations to Soft book

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Posted on by

Hello,

We are looking to default the booking on creation of project team members via 'Distrubute evenly', 'front load' etc to be soft or proposed bookings first, so that we can then confirm them when the time is right. How can we change this default?

Thanks

  • Winters Profile Picture
    155 on at

    Hi,

    The set you are looking for is a managed set and can not be changed from what i was looking at.

    pastedimage1613707475954v1.png
    pastedimage1613707494916v2.png

    Hope this helps.

  • Suggested answer
    apa Profile Picture
    8,284 Moderator on at

    Sam Goodwin I'd create Project Team Members normally and then have a plugin or an Azure Function that changes each Bookable Resource Booking record related to the Project Team Member record to Proposed. Soft bookings aren't supported in ProjOps and PSA V3 so I'd avoid using it.

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