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Planview Customer Success Center

View/Edit Bookings

Introduction

The Bookings tab of the Environment Requests page contains the list of Bookings made by:

Administrators who are selected as an Approver for the Environment’s System can use the Bookings tab to approve or reject Bookings, comment on Bookings, and update the Booking start and end dates. If the Environment’s System has no Approver selected, anyone with access to the ‘Environment Requests’ page can approve or reject the Booking.

The title ‘Booking’ can be customized using the Title Names Customization

Pre-requisite

You must have the View Release Bookings grid user permission to be able to access the Booking tab.

Environment > Requests

Manage Bookings

To manage Bookings:

  1. Go to Environment > Requests.
  2. Click the Booking tab.
  3. Search for the Booking. For search and filter options, see Search and Filter Options on this page. Select Show by Booking to filter by bookings raised by you.
  4. Click on Release ID or Release Name. The ‘View/Edit Booking’ pop-up opens. You can update the following on this pop-up:
Sections Description
Release Details Displays the details of the Release linked to the Booking. Click on the Release ID or Release Name to open it in a new browser tab.
TEBR Details Displays the details of the TEBR linked to the Booking. Click on the TEBR ID or TEBR Name to open it in a new browser tab.
Details > Name Displays the booked Environment/Group. Update if required.
Administrators can prevent you from viewing and booking Environments and Environment Groups outside your Portfolio Association by selecting the My Portfolio Association checkbox for the ‘Restrict Site-Wide View of Environments’ use permission.
Details > Dates Update Booking Start Date and time, and End Date and time.
Status Enables you to approve or reject a Booking. Select the Approved or Rejected radio button.
To approve Bookings you must have the ‘Approve Environment Allocation in Scheduler’ user permission.
If the Environment’s System has an approver(s) selected (See Booking Approvers), only that user can approve or reject the Booking. If no approver is selected, anyone with access to the Environment Requests page and above permission can approve or reject the Booking.
Comments View comments: Click White-comment-July-30-2021.png. The existing comments display with user, date, and timestamp details.
Add a comment: On the ‘Comments’ pop-up, enter your comment in the ‘Enter comment here’ field and click Send.png.
Reply to a comment: Click Reply below a comment. Enter your reply and click Reply.png.
Edit a comment: You can only edit your own comments. Click Edit below a comment and edit your comment.
Delete a comment: You can only delete your own comments. Click Delete below a comment and then click DeleteButton.png on the confirmation prompt.

download.png

After making the required updates, click Save-and-Close.png.

To bulk update bookings, see Bulk Update Booking.