Change assignment dates or remove booked slots

Change dates in single-week view

1. Left-click a booking to open its contract's weekly assignment editor. If the day has several bookings, choose the intended booking from the selector first.
2. Click cells in the appropriate resource row to add or remove booked dates in the draft.
3. Use the previous or next week arrows to inspect another week if needed.
4. Click Save to submit the changes. If the change removes the last booked slots and a warning appears, read it and click Yes, save to proceed.
5. Click Cancel to close the editor without saving the draft.

When you add dates through the weekly or inline date editor, those new dates start with blank times; they do not copy another date’s start or end time. Existing dates retain their own times and labels. After saving the added dates, follow the daily Assignment Overview purpose and start-time steps to set the new day’s start time.

See all resources on a contract for adding another resource in this editor.

Change dates in multi-week view

1. Left-click the booking on the intended date to open its resource's inline editor.
2. Click date cells to include or exclude dates in the draft.
3. Click Save above the row to submit, or Cancel to abandon the draft.
4. Check the booking after saving. The inline editor closes after submission; if the intended change is absent, reopen it and retry after checking any error.

Cancel booked resources from a date

1. Right-click the booking on the first date to cancel.
2. Choose Cancel This Resource to remove future slots for the clicked resource on that assignment. Choose Cancel All Resources (N) only if you intend to remove future bookings from every assignment on this contract.
3. Check the heading Cancel From [date] Onwards. Cancel All Resources (N) removes booked slots across every assignment on the contract from that date onwards, including resources booked on later days. The displayed N and listed resources reflect the clicked day; they do not limit the cancellation. Check the contract and all future work before proceeding.
4. Tick I understand. The final action becomes available.
5. Click Cancel (1) Resource or Cancel (N) Resources to perform the cancellation. The dialog warns that this cannot be undone. Use its cross to leave before confirming.

Check the cancellation result

1. Return to the correct week and resource row. Clear a search or expand a divider if necessary; hiding a resource is not proof of cancellation.
2. Check that the affected booking slots are gone from the chosen date onwards. The scheduler does not provide a separate cancelled badge for these removed slots.
3. After Cancel All Resources (N), check the other resources and later weeks on that contract too.
4. Check that earlier dates remain outside the cancellation period. Rebooking requires creating work again.

Open contract details from a booking

1. Right-click the intended booking and choose Open Contract.
2. Check the identity in the opened contract details panel. Opening it does not change booked dates.
3. To add separate work using that contract, choose New Assignment instead. Check the preselected contract and dates before clicking Assign.

FAQ

How do I change dates in single-week view?

Left-click the booking to open the weekly contract editor, change cells and Save. Added dates start with blank times. See change dates in single-week view for the steps.

How do I change dates in multi-week view?

Left-click the booking to open its resource’s inline editor, change date cells and Save above the row. See change dates in multi-week view for the steps.

How do I cancel this resource or all resources from a date?

Right-click the first date to cancel and verify the scope. Cancel All Resources removes future slots across every assignment on that contract, beyond the resources listed for the clicked day. See cancel booked resources from a date for the steps.

How do I know the cancellation worked?

Check that affected slots are gone from the chosen date onwards, including later weeks and other contract resources after Cancel All Resources. There is no separate cancelled badge. See check the cancellation result for the steps.

How do I open contract details without editing dates?

Right-click the booking and choose Open Contract. Use New Assignment for separate work; opening contract details does not change dates. See open contract details from a booking for the steps.