Quick booking
To access a consultant's information in Planner, Skills Search, or Skills Report, simply click on the consultant's name. The information will appear on the right side of the screen. Here, you can view details from the consultant's profile, book a consultant, or create a new role instantly.
How to book a consultant and create a role
Click on a consultant's name to book the consultant for a role
There are three different tabs: Skills - Roles - Events
Click on Roles
+ Add a new role
5. Fill in the information about the role:
Title
Start and end date
Customer (here you can add a new customer by type in and click +)
If the consultant is a member of several teams, choose which team
Add to an existing or a new project
6. Add additional information (optional)
Click "Add" to quickly create and book a consultant.
Booking Candidates
Candidates can now be booked directly onto project assignment roles — no conversion to employee or subcontractor required first. This makes it easy to plan candidates into projects while recruitment is still in progress.
To book a candidate, navigate to their profile via the Recruit module and use the Roles tab to assign them to a project role.