eResource Scheduler Version 4.5.1.133 (27th February 2023)
1. Custom Rolling Date Range Options: Users can now create rolling date range options as per their own preferences Example: This week + 7 weeks (total 8 weeks rolling period).
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2. Link Common Fields: Fields that are common between various forms e.g. project form and booking form (or timesheet form) can now be linked together, so if the value in project form is updated, the system automatically updates value in the booking form.
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3. Import Data Using an Excel File: Earlier users could only import data using CSV files. Now users can directly import data using an excel file.
4. Zoom Levels: Easily and accurately define zoom levels on scheduling chart to control column width and visible details.
5. Hour view on Scheduling Chart: In this view, every column represents an hour. User can choose to turn on minor grid lines to view 15 minute intervals for more granular bookings. This view is convenient for creating and managing shorter intra-day bookings.
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6. Month view on Scheduling Chart: In this view, every column represents a month. User can choose to turn on minor grid lines to view day level break-up. This view is convenient for long duration bookings.
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7. Recurring bookings: To easily create bookings that repeat as per fixed pattern, user can now define a repeat / recurrence pattern while creating a booking (i.e. daily, weekly monthly etc.). This is extremely convenient for creating and editing repetitive bookings.
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8. View Level Screen Settings: With the introduction of 'Hour' and 'Month' view on scheduling chart, now users can define screen setting according to the view.
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9. Booking Effort Units Removed: Effort units 'Hours Per Day' and 'Time Per Day' have been removed. With the introduction of repeat / recurring feature, these effort units had become redundant.
Example: Now if user wants to schedule a resource for 2 hours daily for next 5 days, then the following repeat pattern can be used.
10. Export resource availability with bookings on Scheduling Chart: Users can now export available hours of resources while export data from scheduling chart.
11. Default booking unit: Administrators can now define the default booking unit from Administration >> Scheduling.
12. Color at resource type and project type level: Administrators can define color at 'resource type' and 'project type level'. These colors can be used to easily distinguish bookings.
13. New progress percentage calculation method on the timesheet approval screen: Users can now choose if progress percentage should be calculated using 'Capacity' or 'Scheduled Hours'. This option is available in screen settings of timesheet approval screen.
14. Show the date with “Split” option on Scheduling Chart: Users can now split bookings easily and more accurately than ever as split option now shows date / time information.
15. Show the date in milestone description on Scheduling Chart: Users can now click on the milestone to see the description and date information in its tooltip.
16. Order of bookings when overlapped on Scheduling Chart: Overlapped bookings will now be visible as per their start date / time. It will help users to better understand the chronology of bookings.
17. Timesheet Approval Screen: Resource's scheduled hours will also be visible next to capacity and logged hours. User will be able to filter scheduled hours using project filters.
18. Timesheet Approval Screen: Select multiple resources or projects and approve or reject all their time entries at one go.
19. ‘Organize By’ Options: Now multiple groupings can be used to create data organizing options.
Example: If you have grouped resources by their managers, city and country, then earlier following options could be created...
a. Country – Resource – Project
b. City – Resource – Project
c. Manager – Resource – Project
Each option only has single grouping of resource.
Now, multiple groupings can be used in single ‘Organize By’ option…
a. Country – City – Resource – Project
b. City – Manager – Resource – Project
c. Country – City – Manager – Resource
Every option can have multiple groupings of resource, this allows viewing data in detail at every level…
20. Reports: While exporting reports, now users can choose multiple resource and projects fields that will get exported along with the reporting numbers, this allows for enhanced post export analysis and filtering.
21. Exported fields will get automatically saved in browser cache and will be pre-selected when the user opens the export window next time.
22. Re-order fields while exporting to CSV from the scheduling chart, schedule list and reports.
23. Users can choose different formats for 'Date & Time' fields while exporting data to CSV.
24. Booking Chart: Booking bar will be visible at all levels below Resource and Project.
25. Tooltip: Organize by dropdown on the scheduling chart and reporting screens now have tooltips.
26. Approval Screen: Name wrapping allows viewing full Resource and Project names, even if they are long.
27. 'eRS Cloud' is the short-form of 'eResource Scheduler Cloud'. From now on, we will be referring to our application as 'eResource Scheduler' only.
28. We have a new logo for eResource Scheduler.
29. Lock Timesheet: New 'Lock Timesheet' feature has been introduced, it allows locking timesheet entries using multiple options.
30. Export Date & Time Field Value in Different Formats: Users can now choose different formats for 'Date & Time' field while exporting values to CSV.
31. Utilisation using rest API: Public REST API now allows users to get utilisation of resources and projects.
32. Calculated Hrs in Booking: In rest API 'Calculated Hrs' will represent booking effort in hours, irrespective of the original effort unit.
33. Optimise Timesheet Import: Timesheet import functionality has been optimised, now users will be able to import timesheet entries faster and for longer duration.
34. Two Factor Authentication (2FA): In addition to SSO, now 'Authentication Plus' module also offers 2FA using Time based One Time Password (TOTP) as an additional user authentication option.
35. Configurable Booking Bar Tooltip: Administrators can configure information visible on booking bar tooltip.
36. Custom Field Value Next to Resource & Project Names: Users can now choose to view value of custom field of their choice next to resource and project names on scheduling chart and reports. Watch Training Video.
37. Open Resource & Project Related Data Directly from Scheduling Chart: Resource and project names can be made links that allow opening different screens / reports pre-filtered according to a resource or a project. Watch Training Video.
38. Enhanced Filters: Users can filter data based on IDs on different screens.
39. Access Control to Restrict Organize Options: Administrators can restrict users from creating user defined data organizing options on different screens. Administrators can restrict this from user profile.
40. Show / Hide System IDs: Administrators can configure visibility of system IDs from 'General Settings' tab in administration section.
41. Access Rights related to Dashboard Screen: Now Administrators can define if a users should have access to the Dashboard or not.
42. Enhanced Timesheet Export Date Range: Multiple date range options are available while exporting timesheet data from 'Entry' screen.
43. Effort Hrs column on Schedule List: 'Effort Hrs' column introduced on Schedule List. This column always shows booking effort in hours, irrespective of the original effort unit. User can use on screen settings to make this column visible.
44. More fields on Booking Bar: Administrators can configure up to 10 fields / icons to be visible on the booking bar.
45. Tooltip: Role widget on the dashboard now has tooltip.
46. Authentication Plus Module: New module has been introduced to eRS Cloud allowing Single Sign-On (SSO), in addition to the existing login method.
47. User Link with Permission Set: Now users can be linked to a permission set. If the administrator makes any changes to a permission set, those changes will automatically get applied on all the users linked to that particular permission set.
48. User Import & Export: Ability to Import users with or without linked permission sets using CSV import. Users can also be exported to CSV.
49. User Multi Select Field: A new custom field (user multi select) has been introduced. It allows selecting multiple users from a drop down list. eRS Cloud users will be listed in this field and this will allow mapping of resources, projects and bookings to multiple users.
50. Import & Export of Phases & Milestones: Now users can add phases and milestones using CSV import. Phases and milestones can also be exported to CSV.
51. Phase & Milestone using rest API: Public REST API now allows users to access and update phases and milestones for any Project.
52. Authentication Settings in Administration Section: Administrators can configure SAML SSO for their eRS Cloud account.
53. Resource & Project Update using eRS ID: While updating resources and projects using import feature, now users can use eRS ID for unique match.
54.Save User and Send Invitation Later: While adding users (using import or manual add) administrator can now save user information before sending invitation to user.
55. Human & Non-Human Resource Filter on Dashboard: New human and non-human filter has been provided on Dashboard widgets.
56. Other: Minor UI fixes, API fixes, and component updates.