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Every resource allocation in Ruddr has a booking type that indicates how committed the assignment is. An allocation is either Confirmed (the default) or Soft. A soft booking represents a provisional plan — a resource you expect to staff but have not yet committed to the work. This lets you plan provisional staffing without it appearing on the assigned member’s day-to-day screens by default, while still seeing its impact in your forecasts.

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Confirmed vs. Soft

A Confirmed booking is a committed assignment. This is the default for every new allocation, and it behaves exactly as resource allocations always have in Ruddr. A Soft booking is a provisional assignment — the resource is likely, but not yet committed. Soft is staffing uncertainty, not revenue uncertainty: the work and its associated revenue are still expected to happen, you simply have not finalized who will deliver it. For this reason, soft bookings are still included in your planning and forecasting metrics by default.

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Where Soft Bookings Appear

Because a soft booking reflects provisional staffing rather than uncertain work, it is included by default wherever Ruddr forecasts staffing and revenue:
  • Plan reports, forecast reports, and variance reports
  • The project dashboard and executive dashboard
  • Revenue recognition
This keeps your forecasts intact as you reassign placeholders to provisional resources — the projected hours, cost, and revenue do not change simply because a booking is soft. Soft bookings are excluded from the surfaces that are meant to reflect committed work only:
  • The allocations shown on the week view of the Time screen
  • Personal dashboard widgets
By default, soft bookings are also hidden from My Allocations in the Home area. A Workspace Admin can enable Show soft allocations on the My Allocations screen in Allocation Settings to surface them there as well, where they appear faded as they do on the resource allocations grid. On the resource allocations grid, soft bookings are shown faded (at reduced opacity) so you can distinguish them from confirmed bookings at a glance. Hovering over an allocation displays its booking type.

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Setting the Booking Type

You can set the booking type when you create an allocation or edit an existing one — the Booking Type field on the allocation drawer lets you choose Confirmed or Soft. You can also convert bookings in bulk. From the Projects view, the three-dot menu on a project — or on an individual resource within a project — lets you set the booking type for all of those allocations at once, with the option to include past allocations or to limit the change to current and future ones. For more, see Manage Resource Allocations. A time off allocation you create manually on the Allocations screen can be set to Confirmed or Soft, like any other allocation. Time off that Ruddr generates automatically — from a member’s time entries or from holidays — is always Confirmed.

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Filtering by Booking Type

The resource allocations screen and the plan reports that support allocation filters include a Booking Type filter. By default both confirmed and soft bookings are shown; select Confirmed or Soft to narrow the view. This lets you focus on just your committed staffing, or review only your provisional plans, without changing the underlying allocations.