Once Planning is complete and the necessary plans and permits are attached, it is ready to be used for creating bookings and sent to the supplier. These bookings will automatically inherit the details of the active planning revision.
Creating Bookings from Works
The Client, Projects, Start time, and End time details within the Planning can be directly used to create a booking.
Navigate to Planning on the sidebar
Select Planning tab
Click the +Job next to the desired Planning
Confirm the Booking Details
Select the Booking Requirements
Click Create
