{"id":6318,"date":"2024-04-22T10:28:14","date_gmt":"2024-04-22T10:28:14","guid":{"rendered":"https:\/\/resourceguruapp.com\/blog\/?p=6318"},"modified":"2024-12-16T12:03:50","modified_gmt":"2024-12-16T12:03:50","slug":"custom-fields-bookings","status":"publish","type":"post","link":"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-bookings","title":{"rendered":"New feature \u2013 Custom Fields for bookings"},"content":{"rendered":"<p>Every organization works differently. And each needs different information and insights on hand to keep work flowing smoothly. With our new <strong>Custom Fields for bookings<\/strong>, we\u2019ve opened up exciting new ways for teams to categorize their bookings and customize the way they work in Resource Guru.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">In this article \ud83d\udcd6<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-bookings\/#Extra-information-at-your-fingertips\" >Extra information at your fingertips<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-bookings\/#Customize-the-way-you-work\" >Customize the way you work<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-bookings\/#A-flexible-scalable-data-structure\" >A flexible, scalable data structure<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-bookings\/#Custom-Fields-vs-Default-Fields\" >Custom Fields vs Default Fields<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-bookings\/#Getting-started-with-Custom-Fields\" >Getting started with Custom Fields<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Extra-information-at-your-fingertips\"><\/span><b>Extra information at your fingertips<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6400 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-booking.jpg\" alt=\"Custom Fields on booking in the Schedule\" width=\"2164\" height=\"1508\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-booking.jpg 2164w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-booking-943x657.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-booking-1020x711.jpg.webp 1020w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-booking-1536x1070.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-booking-2048x1427.jpg 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-booking-310x216.jpg 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-booking-943x657@2x.jpg.webp 1886w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-booking-1020x711@2x.jpg.webp 2040w\" sizes=\"auto, (max-width: 2164px) 100vw, 2164px\" \/><\/p>\n<p>Custom Fields already exist in Resource Guru, but previously you could only assign them to people and resources.<\/p>\n<p>With this release we\u2019ve expanded and improved them, so you can now create Custom Fields for bookings too, while choosing from a wider range of field types.<\/p>\n<p>You can use these fields to store extra information about all of the work you allocate. This opens up new ways to categorize your bookings, communicate key details, and export and analyze custom data.<\/p>\n<p>The Custom Fields data you add is visible for bookings in the Dashboard and Schedule and is surfaced in email notifications and synced calendar events too. Custom Field data is also included in downloaded reports and can be accessed (and edited) via our API.<\/p>\n<div class=\"callout callout--reading\">\n<p>Learn <a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/2942058-creating-editing-and-deleting-custom-fields-for-resources-and-bookings\" target=\"_blank\" rel=\"noopener\">how to create Custom Fields<\/a> and <a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/9219892-using-custom-fields-categorize-bookings-by-priority-status-and-more\" target=\"_blank\" rel=\"noopener\">how to use them on bookings<\/a>\u00a0in our Help Center.<\/p>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"Customize-the-way-you-work\"><\/span>Customize the way you work<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6401 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-in-settings.jpg\" alt=\"Creating Custom Fields in Settings\" width=\"2164\" height=\"1566\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-in-settings.jpg 2164w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-in-settings-927x671.jpg.webp 927w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-in-settings-983x711.jpg.webp 983w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-in-settings-1536x1112.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-in-settings-2048x1482.jpg 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-in-settings-310x224.jpg 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-in-settings-927x671@2x.jpg.webp 1854w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-in-settings-983x711@2x.jpg.webp 1966w\" sizes=\"auto, (max-width: 2164px) 100vw, 2164px\" \/><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Custom Fields for bookings might not <em>sound<\/em> exciting. But they\u2019re one of our most requested features and the beauty is in their flexibility.<\/p>\n<p>Used right, you can<strong> create Custom Fields to align your Resource Guru setup with the specific workflows<\/strong> and ways of working you rely on at your organization.<\/p>\n<p>The opportunities are endless, so it\u2019s easier to give some examples of how Custom Fields can be used:<\/p>\n<div class=\"callout callout--takeaway\">\n<h3><b><\/b><b>1) Add booking Priority or Status for a more granular view of team workloads<\/b><\/h3>\n<p>Every booking you create can be assigned to a <a href=\"https:\/\/help.resourceguruapp.com\/en\/categories\/464834\" target=\"_blank\" rel=\"noopener\">Client and Project<\/a>, but sometimes it\u2019s helpful to have even more granularity.<\/p>\n<p>Create a Custom Field that\u2019s populated with <strong>Priority Level<\/strong> (Low, Medium, High) or <strong>Booking Status<\/strong> (Planned, In Progress, Blocked, Complete) and you instantly add an extra layer of detail that\u2019s available on-demand.<\/p>\n<p>Assigning Priority Levels will help everyone identify the most important work in their Schedule. While Booking Status will give you a clearer view of when tasks are under way, ongoing, or need attention.<\/p>\n<p>Export that data from Reports and you can start analyzing how much time is being spent on low priority work, how much of your team\u2019s workload is blocked, and more.<\/p>\n<\/div>\n<div class=\"callout callout--takeaway\">\n<h3><b><\/b><b>2) Assign Job IDs or Rate Codes to connect relevant data between platforms<\/b><\/h3>\n<p>If you\u2019re using other tools for HR, financials, or any other part of your workflow, Custom Fields can be used to connect relevant data between platforms.<\/p>\n<p>For example, you might use <strong>Job IDs<\/strong> to identify specific workloads in your accounting software and <strong>Rate Codes<\/strong> that inform client invoicing. These can be pulled into Resource Guru as Custom Fields and populated on every booking.<\/p>\n<p>Anyone viewing the Schedule can then easily identify which Job ID or Rate Code each booking relates to and quickly find relevant information in other tools.<\/p>\n<\/div>\n<div class=\"callout callout--takeaway\">\n<h3><b>3) Track which regions are over-utilizing shared resources<\/b><\/h3>\n<p>Working in a globally distributed team with shared resources creates all kinds of challenges.<\/p>\n<p>But with the addition of a Custom Field that tracks the <strong>Region<\/strong> or <strong>Office<\/strong> that\u2019s requesting each booking, you can quickly increase visibility on where requests are coming from.<\/p>\n<p><a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/2942087-using-the-downloaded-reports\" target=\"_blank\" rel=\"noopener\">Export this data via Reports<\/a> or our API and you can soon get to the bottom of any issues relating to over-utilization or resource-hogging.<\/p>\n<\/div>\n<p>These examples are just a starting point. You can categorize your bookings by whichever organization-specific data points are most important for you.<\/p>\n<p>Once you do, you can take things to the next level and start exporting and analyzing Resource Guru data through your own custom reporting mechanisms. The world is your oyster! \ud83e\uddaa<\/p>\n<h2><span class=\"ez-toc-section\" id=\"A-flexible-scalable-data-structure\"><\/span><b>A flexible, scalable data structure<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6402 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-multiple-objects.jpg\" alt=\"Custom Fields for people, resources, and bookings\" width=\"2164\" height=\"1566\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-multiple-objects.jpg 2164w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-multiple-objects-927x671.jpg.webp 927w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-multiple-objects-983x711.jpg.webp 983w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-multiple-objects-1536x1112.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-multiple-objects-2048x1482.jpg 2048w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-multiple-objects-310x224.jpg 310w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-multiple-objects-927x671@2x.jpg.webp 1854w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/custom-fields-on-multiple-objects-983x711@2x.jpg.webp 1966w\" sizes=\"auto, (max-width: 2164px) 100vw, 2164px\" \/><\/p>\n<p>With this expansion of Custom Fields we invested extra time into ensuring that they\u2019re as flexible and scalable as possible.<\/p>\n<p>We reworked the underlying infrastructure of our existing Custom Fields to make each field globally applicable, rather than tied to a specific object.<\/p>\n<p>What that means is that you can re-use the same Custom Field across people, resources <em>and<\/em> bookings. Or you can create separate fields with different parameters if that makes more sense for you.<\/p>\n<p>It also sets us up perfectly to apply Custom Fields to even more of Resource Guru in the future. If you find them useful on bookings, let us know your thoughts on adding them to <a href=\"https:\/\/portal.productboard.com\/u3wdgytlr9dhqrdkzqf46ybi\/c\/64-set-custom-fields-on-projects\" target=\"_blank\" rel=\"noopener\">Projects<\/a> and <a href=\"https:\/\/portal.productboard.com\/u3wdgytlr9dhqrdkzqf46ybi\/c\/65-customize-the-fields-available-across-clients\" target=\"_blank\" rel=\"noopener\">Clients<\/a> too.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Custom-Fields-vs-Default-Fields\"><\/span><b>Custom Fields vs Default Fields<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6430 size-full\" src=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/default-fields-in-settings.jpg\" alt=\"A view of the Default Custom Fields in Resource Guru, including Contractor\/Employee, Department, Job Title, and Skills\" width=\"1658\" height=\"1014\" srcset=\"https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/default-fields-in-settings.jpg 1658w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/default-fields-in-settings-943x577.jpg.webp 943w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/default-fields-in-settings-1042x637.jpg.webp 1042w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/default-fields-in-settings-1536x939.jpg 1536w, https:\/\/resourceguruapp.com\/blog\/wp-content\/uploads\/2024\/04\/default-fields-in-settings-310x190.jpg 310w\" sizes=\"auto, (max-width: 1658px) 100vw, 1658px\" \/><\/p>\n<p>A quick note for anyone already using Custom Fields in Resource Guru. Every account has always come pre-loaded with four \u201cCustom Fields\u201d that capture essential information about your people and resources \u2013 <strong>Contractor\/Employee<\/strong>, <strong>Department<\/strong>, <strong>Job Title<\/strong>, and <strong>Skills.<\/strong><\/p>\n<p>We will continue to provide these by default. But they have been reclassified as \u201cDefault Fields\u201d and can be found at the bottom of <em>Settings &gt; Custom Fields<\/em>. Default Fields can be customized but they don&#8217;t count towards your Custom Field count.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Getting-started-with-Custom-Fields\"><\/span><b>Getting started with Custom Fields<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Custom Fields for bookings are available on our <a href=\"https:\/\/resourceguruapp.com\/pricing\" target=\"_blank\" rel=\"noopener\">Blackbelt and Master plans<\/a> now. You can create up to 10 Custom Fields on Blackbelt and unlimited fields on Master.<\/p>\n<p>If you\u2019re not on those plans, or already over the limit, then don\u2019t worry! Existing customers will continue to have access to any Custom Fields they created before this update.<\/p>\n<p>We have plans to expand Custom Fields to projects and clients, and to make them usable as filters in the Schedule and Reports, so keep an eye on our blog for updates. In the meantime you can learn more about how Custom Fields for bookings work on our <a href=\"https:\/\/help.resourceguruapp.com\/en\/articles\/9219892-using-custom-fields-categorize-bookings-by-priority-status-and-more\" target=\"_blank\" rel=\"noopener\">Help Center.<\/a> Let us know what you think!<\/p>\n<div class=\"callout callout--hottake\">\n<h4>Feature update<\/h4>\n<p>It&#8217;s now possible to assign icons to Custom Fields to help you organize and identify them across your account.<\/p>\n<\/div>\n<div class=\"callout callout--definition\">\n<h4>See what&#8217;s coming next for Resource Guru<\/h4>\n<p>Wondering which features we&#8217;re adding next? Explore our product portal to see what\u2019s planned, what\u2019s under consideration, and what we\u2019ve already launched. Vote on which features are most important to you and submit new ideas to have your say!<\/p>\n<p><a class=\"button\" href=\"https:\/\/portal.productboard.com\/u3wdgytlr9dhqrdkzqf46ybi\/tabs\/2-planned\" target=\"_blank\" rel=\"noopener\">What&#8217;s next for Resource Guru \u2192<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Every organization works differently. And each needs different information and insights on hand to keep work flowing smoothly. With our new Custom Fields for bookings, we\u2019ve opened up exciting new ways for teams to categorize their&hellip;<\/p>\n","protected":false},"author":26,"featured_media":6399,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","mc4wp_mailchimp_campaign":[],"footnotes":""},"categories":[30],"tags":[61,62],"class_list":["post-6318","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates","tag-product-updates-feed","tag-heartbeats"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>New Feature \u2013 Custom Fields for Bookings | Resource Guru<\/title>\n<meta name=\"description\" content=\"Explore new ways to categorize your bookings, communicate key information and export and analyze custom data with Custom Fields for bookings.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-bookings\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"New Feature \u2013 Custom Fields for Bookings | Resource Guru\" \/>\n<meta property=\"og:description\" content=\"Explore new ways to categorize your bookings, communicate key information and export and analyze custom data with Custom Fields for bookings.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/resourceguruapp.com\/blog\/product-updates\/custom-fields-bookings\" \/>\n<meta property=\"og:site_name\" content=\"Work Life Balance Blog | Resource Guru\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ResourceGuru\" \/>\n<meta property=\"article:published_time\" 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