Cloud Based Resource Management & Scheduling Software
Why Organisations Use eResource Scheduler?
Today’s organisations prefer flexible structures where resources (human & non-human) are scheduled on one or multiple projects across teams, offices and often countries. eResource Scheduler is a cloud based multi-user software that makes this happen…
❖ Anytime anywhere access via web browser. No IT overheads.
❖ Maintain centralised database of resources using custom fields and forms as per organisation’s structure.
❖ Filter & identify qualified resources using any captured information i.e. roles, skills, certifications, qualification, experience, team, location, preference etc.
❖ Schedule resources on one or more projects by simple drag n drop on Gantt chart.
❖ Real-time sharing of resource schedules and availability with all authorised users.
❖ Financials allow reporting on cost, revenue and profit figures at all levels of the organisation (resource, team, department, project, client etc.)
❖ Configurable management reports. Utilisation & availability at all levels of the organisation (resource, team, department, office, projects, clients etc.)
❖ Flexible user access rights. Maintain data confidentiality and compliance by giving access on ‘need to know’ basis.
❖ Open REST API to easily integrate with your existing systems.
❖ Pay by usage in easy monthly or annual plans.
❖ Data security is our highest priority.
❖ Great performance with large amounts of data.
❖ Uptime of 99.99%.
❖ Account manager support is included in subscription fee. No hidden fee.
Dashboard – Important Information on Single Screen
Dashboard widgets provides summary view of important information on a single screen.
❖ Total resources (active and archived).
❖ Total projects (active and archived).
❖ Head count for every role (consultants, project managers, designers, developer etc.).
❖ Resource utilisation for selected duration (week, month, quarter, year etc.).
❖ Resource availability for selected duration (week, month, quarter, year etc.).
❖ Top 10 utilised resources.
❖ Top 10 available resources.
❖ Utilisation and availability by role.
Resource Screen
Resource screen allows managing entire organisation’s resources from a single screen.
❖ Add or import resources and capture all their information (roles, qualifications, certificates, skills, time zone etc.).
❖ Organise and view resources by their groups (type, role, team, office, location etc.).
❖ Filter and identify resources using any captured information (skills, certificate, experience, team, location etc.)
❖ Resource profile edits (single or bulk) to ensure resource information is always updated.
❖ Resources that have left the organisation can be archived maintaining data trail and history.
❖ Choose what information should be visible upfront on the screen.
❖ Import & Export all resource data from and to CSV.
Resource Profile
Capture and manage detailed information about resource…
❖ Capture basic information about resource (name, email, phone, joining date etc.).
❖ Capture advance information (roles, skills, qualifications, certificates, location etc.) using custom fields of different types (drop down, radio, check boxes etc.).
❖ Define one primary and multiple secondary roles.
❖ Apply one of multiple working calendars along with effective dates.
❖ Add holidays and define exceptions in working days and timings.
❖ Add tags to easily capture information quickly.
❖ Design sections for grouping similar fields together.
❖ Maintain rich text notes to capture additional information regarding resource.
Multi Time Zone Support
eRS Cloud is designed for teams spread across the globe and accurate coordination between resources spread in different time zones is extremely important. Thus time zone can be defined at resource level as well as booking level and application does all the complex time zone conversions for you.
Project Screen
Project screen allows managing entire organization’s projects from a single screen.
❖ Add projects manually or import in bulk.
❖ Different project forms for different types of project.
❖ Capture all project information using custom defined fields.
❖ Edit / bulk edit project information.
❖ Organize and view projects by their groupings (type, client, project manager etc.).
❖ Filter and identify projects using any custom captured information (type, client, location, billable, confirmed, status etc.).
❖ Mark completed projects as ‘Archived’, maintaining all historical data.
❖ Export project data to to CSV.
Rates Screen
Rates screen allows defining cost and billing rates from a single screen...
❖ Define billing rates for every role.
❖ Define cost and billing rates for every resources.
❖ Define projects and ‘Billable’ or ‘Non-Billable’.
❖ Define billing rates for projects.
❖ All rates are defined with effective date, that allows organisations to increase or decrease rates from a specific date.
❖ View rates on a timeline for easy understanding.
❖ Bulk import rates using a CSV file.
❖ Export rates data to CSV.
Scheduling Chart
Resource View
Project View
Scheduling Chart allows identifying & scheduling qualified resources on projects…
❖ Easily filter & identify resources using any information (skills, certificate, team etc.).
❖ Drag n drop scheduling.
❖ View schedule by resource, by projects or create your own scheduling view
❖ Split, extend, shorten, transfer bookings using drag n drop.
❖ Schedule resources in %, hours, FTE or specific times per day.
❖ View resource schedules in popular calendar apps (Apple, Android etc.)
❖View day to day resource availability along with overload indicator.
❖ Scheduled resources on one or more projects on same dates for different capacity.
❖ Get visual information about resource’s working days, weekends, holidays.
Third Party Calendar Integration
eRS Cloud supports internet calendars that allows users to publish resource schedules in all major third-party calendar applications i.e. Apple Calendar, Outlook Calendar, Google Calendar etc. Users can publish resource schedules on mobile devices and can stay up to date regarding any changes in schedule without having to login.
Utilisation Report
Resource View
Project View
Utilisation Charts
Utilisation report provides accurate and easy to interpret information about utilisation at all levels of the organisation, resources, projects, teams, departments, clients etc.
❖ Utilisation in desired range (week, month, quarter, year, custom)
❖ Utilisation by resources or by projects or create your own custom view.
❖ Utilisation in different views (day, week, month and year).
❖ View utilisation figures in up to two different units simultaneously.
❖ Configurable color based heat map that identifies under and over utilised resources.
❖ Drill down and see where exactly utilisation is rolling up from.
❖ Filter report using any field used in resource, project and booking form.
❖ View utilisation charts for easy interpretation of data.
❖ Export report to CSV for external sharing.
Availability Report
Availability report provides accurate and easy to interpret information about resource availability at all levels of the organisation, resources, roles, managers, teams, departments, locations etc.
❖ View availability in desired range (week, month, quarter, year, custom)
❖ View availability by resources or create your own custom view.
❖ Availability in different views (day, week, month and year).
❖ View availability figures in up to two different units simultaneously.
❖ Configurable color based heat map that identifies under and over available resources with everything in between.
❖ Filter report using any field used in resource, project and booking form.
❖ View availability charts for easy interpretation of data.
❖ Export report to CSV for external sharing.
Financial Report
Financial report provides cost, revenue and profit figures at all levels of the organisation, resources, roles, managers, teams, departments, locations etc.
❖ Choose if you want to see cost or revenue or profit or all three at the same time.
❖ View bench time cost of your resources.
❖ View cost, revenue & profit figures in week, month, quarter, year or custom range.
❖ View cost, revenue & profit by resources, projects or create custom views.
❖ Color coded heat map allows quickly identifying profit and loss.
❖ Filter report using any field used in resource, project and booking form.
❖ Personalize report using loads of on screen settings.
❖ Export report to CSV for external sharing.
Project Progress Reporting
Capture Progress at Booking Level
Project Progress View
On Scheduling chart, users can define progress of bookings in % with a simple slider. This facilitates reporting of overall project progress.
❖ Define progress of every booking with a simple slider on scheduling chart.
❖ Progress filter allows identifying bookings based on their progress.
❖ Progress % can be shown on booking bar for quick access.
❖ Project Progress report considers progress of all bookings against a project to calculate project’s overall progress.
❖ Project Progress report shows other information for every project i.e. number of bookings, completed bookings, in-progress bookings, not started booking.
❖ Project Progress report also reports on total scheduled hours, completed hours and pending hours for every project.
Email Notifications
Users can choose to turn on email notifications. If turned ON, every time any resource, project or booking for which user has access rights is added, edited or deleted, user will get notified via an email.
Email notifications are fully configurable, and users can turn ON or OFF email notifications. If email notifications are turned ON, user can precisely choose events for which email notifications should be sent i.e.
Resource Information: Add or Edit or Delete or all / any of these.
Project Information: Add or Edit or Delete or all / any of these.
Booking Information: Add or Edit or Delete or all / any of these.
Rates Information: Add or Edit or Delete or all / any of these.
Note: For confidentiality reasons, user can only receive email notifications about data for which they already have access in application. User can further use rules to control resources, projects and bookings for which they want to be notified.
User Access Rights – Data Confidentiality & Compliance
eRS Cloud offers extremely flexible user access rights and ensures data confidentiality and compliance across the organisation.
❖ Every user has their individual login credentials that defines their level of access in eRS Cloud.
❖ Screen based rights.
❖ Advance access rules can be defined for every user on every screen, defining what user can view and edit.
❖ Access can be defined using and custom field / groupings (manager, team, department, region, location etc.)
❖ Pre-defined permission sets can be saved to be applied on new users.
❖ Rights can be defined as per organisation’s matrix.
Open REST API – Integration Made Easy
eRS Cloud has Open REST API with complete documentation. Your team can use the API to write integrations by themselves or we can provide integration services, chargeable on a case to case basis, depending on scope.
Data Security – Your Data is Protected
❖ We use Amazon Web Services (AWS) cloud infrastructure to host our application and database. Amazon is industry leader in cloud computing with reputation for reliability, scalability and security.
❖ Data is technically and physically hosted in USA, as our application and database servers are in AWS Ohio data center.
❖ We have configured separate Virtual Private Cloud (VPC) that house production application and database servers.
❖ Direct connection to database is not allowed from public internet.
❖ Database backups are taken daily.
❖ DB backups are in a separate AWS data center within USA. To protect against localised natural disasters.
❖ We follow 3-point backup policy.
❖ Connections are encrypted using TLS.
❖We use OAuth 2.0 for authentication.
❖ User passwords are hashed using Scrypt.
❖ Only handful of trained and vetted employees have access to production environment and even fewer to database and backups.
❖ We follow strong password format, 8 – 50 characters and must include minimum 1 numeric value and 1 special character.
❖ Application is managed by client’s own administrator. No involvement required from our side.
❖ Each client / subscriber to eRS Cloud is a different tenant in database, we have clear separation among tenants at schema level, making sure that client / subscriber data is completely protected and is accessible exclusively to its client / subscriber.
❖ We have very flexible user access rights. Thus, administrator can define required level of access for every user. This facilitates in implementing ‘Need to know’ concept of confidentiality.
❖ All data entered in client account is owned by client.
❖ We never share, sell, trade or rent client data to any third party.
Client Spread
800+ clients spread across 29 countries.
We have been developing, marketing, supporting resource scheduling products since year 2011 and have numerous big and small organisations from different industries across the globe.