The Scheduling Chart screen in eRS covers bookings, requests, and resource availability across your projects. By connecting eRS MCP to Claude, ChatGPT, Microsoft Copilot Studio, or any other AI assistant you use, you can look up, schedule, or reshuffle bookings in plain language, without opening eRS directly.
This article walks through a few prompts to get you started, including checking who's free before you book and moving or splitting existing bookings.
Note: eRS MCP has to be connected before your assistant can act on any of these. Not set up yet? Head to the setup guide first.
Best practices for prompting
- Be specific: Naming the resource, project, or date range gets a better answer than a broad question.
- Break big requests into smaller ones: Instead of asking who should staff a project, first ask who's free, then narrow by role or capacity, and schedule once you've got the right name.
- Anything that changes many records at once needs confirmation first: Read it carefully before approving, whether that's a new booking, a date shift, or a split.
- Ask for a format: Saying "as a table" or "grouped by project" gives a cleaner answer, especially for an export.
1. List all bookings that are due to end this week, along with the names of the scheduled resources and project names.
2. List all bookings for Atlas Plant Retrofit.
3. List all bookings for Ava starting this week or next week.
4. List all active projects along with the number of bookings and scheduled hours for each.
5. Show projects that are due to finish this week.
6. List all pending requests for structural engineers on the Gallery Design Project.
7. Show me all structural engineers based in New York who have more than 40 hours of capacity over the next two weeks.
8. Schedule Daniel on Req ID 260 and James on Req ID 375 as structural engineers on the Gallery Design project for 40 hours each over the next two weeks.
9. Move all bookings for Atlas Payroll Tax Audit forward by 7 days.
10. David is going on leave. Split his bookings on 26 October and move the remaining days forward by 7 days.
11. List all billable bookings.
12. Export my team’s schedule for this month and next month as a PDF, grouped by project.