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Scheduling a Resource, like a Conference Room or Projector

4/21/2009

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​Often times the company shares certain resources that are available to anyone to use. What we often need to do is track who has it at a given time, and reserve the use of it at a scheduled time.

Some examples of shared resources that you might have:
  • Conference Room
  • Projector
  • Product Samples:
    • machine from the machine line
    • large samples
    • limited supply samples
  • Shared Technology Resources:
    • voice conference lines
    • web conference tool
​What you might need to do is make sure the machine is available for a customer demo at a particular time, or schedule the use of a shared projector.

What we have always done, and found to work quite well, is enter the resource as a (non-billable) User in the system. As a User, the resource will:
  • have its own calendar that can be looked at to see when it is scheduled,
  • show in the scheduling tab to see when it is available,
  • and can be assigned Tasks and Journals in the event that an issue with the resource arises or a task (like cleaning or maintenance) needs to be completed on it.

Any resource can be set up this way. EYOND Support will need to make this addition to your system for you, so that you do not get billed extra for this resource (User). If you would like a resource set up in your system, e-mail the name of the resource to [email protected] and we will set it up.
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