EventPro Planner Manual

Edit, View or Delete Locations, Functions or Resources

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Edit, View or Delete Locations, Functions or Resources

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Edit, View or Delete Locations, Functions or Resources

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You can edit, view or delete locations, functions and resources from the Calendar View, the Detail View or the Function View.

Click to expand/collapse textIn the Calendar View
1.Double-click the column heading representing the booked location.

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2.You can also right-click on the column heading and choose New Location, Edit Location, View Location or Delete Location from the speed menu.

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3.The Event Location [Edit] window opens.
1.Double-click the color-coded section that represents the function within the booked location.

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2.You can also right-click on the function and choose to Edit, View or Delete the function.

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3.Also, you can click to highlight the function, click the Calendar Tasks button in the left column of the calendar and select Edit, View or Delete.

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4.The Event Function [Edit] window appears.

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1.Click to highlight the relevant function and click the hyperlinked resource item, itinerary item, or attendee within the function.  The Function Itinerary Item [Edit], Resource Item Allocation [Edit] or Attendee Function Assignment [Edit] window appears.

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2.You can also right-click on the function and select Detail Items, Itinerary Items or Attendee Assignments from the speed menu.  The Function Detail Items, Function Itinerary Items or Function Attendee Assignments window will appear.  In these windows, you can add, edit, view or delete the items.

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3.You can also click to highlight the relevant function, click the Calendar Tasks button to the left, and select Detail Items, Itinerary Items or Attendee Assignments. Again, the Function Detail Items, Function Itinerary Items or Function Attendee Assignments window will appear.

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Click to expand/collapse textIn the Detail View

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1.To edit, view or delete a Location, click to highlight the appropriate location in the Locations selection grid and click the Edit, View or Delete button to the right of the grid.
2.To edit, view or delete a Function, click to highlight the appropriate location in the Locations select grid and select the function in the Functions grid to the lower left.  Click the Edit, View or Delete button to the right of the Functions grid.
3.To edit, view or delete a Resource Item, Attendee Assignment or Function Itinerary, click to highlight the appropriate location in the Locations select grid at the top and select the function in the Functions grid to the lower left.  Select the Resources, Attendee Assignments or Function Itinerary tab to the right and select the item.  Click the Edit, View or Delete button to the right of the selection grid.
Click to expand/collapse textIn the Function View

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1.To edit, view or delete a Function, click to highlight the appropriate function and click the Edit, View or Delete button to the right of the selection grid.
2.To edit, view or delete a Resource, Attendee Assignment or Function Itinerary, click to highlight the appropriate function in the Functions grid at the top and select the Resources, Attendee Assignments or Function Itinerary tab to the right.  Select the relevant item and click the Edit, View or Delete button to the right of the selection grid.
Click to expand/collapse textIn Resource Usage

Remember that you will only see the Resource Usage tab if you have the Master Inventory module.

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1.To edit or view a Resource item under this tab, select the item and click the Edit or View button to the right.
2.The Resource Item [Edit] or Resource Items [View Only] window will open.