The "Scheduling" module serves as the backbone of eResource Scheduler. Its features enable precise resource and project profiling, the identification of qualified resources, seamless creation and modification of schedules, versatile perspectives for viewing schedules, and the generation of comprehensive management reports.
Key features of the Scheduling module include:
1. Resource Profile: Accurate resource profiling by capturing all vital information i.e. roles, skills, certificates etc. This facilitates identifying and scheduling resources based on their skills and groupings. Watch the overview video for a step-by-step guide.
2. Define Roles: Resources can be assigned different roles to define responsibilities to be performed. Explore the tutorial on "How to define roles".
3. Custom Fields: Capture all important information for your resources, projects and bookings with custom fields of different types. Gain more insights by watching our overview video.
4. Form Configuration: Customise forms to capture diverse information for different types of resources and projects, providing flexibility and adaptability to your organisation's unique requirements.
5. Working Calendars: Multiple working calendars can be defined to accomodate different working patters of your resources, including holidays and exceptions. View related video for comprehensive insights.
6. Project Profile: Efficiently capture essential project information to facilitate generation of reports at different levels and filtering data. Watch the overview video for a step-by-step guide.
7. Project Tasks: Define project tasks outlining the specific activities or actions required within the project.
8. Phases and Milestones: Define phases and milestones in projects for visual representation of different project phases and important dates on scheduling chart. Watch our tutorial on 'How To Add Phases and Milestone in Project'.
9. Import and Export: Effortlessly add resources, projects, and bookings using the import functionality, and seamlessly export data to a spreadsheet. Refer to our tutorial video for better understanding.
10. Archive Resource and Project: Easily manage resources that are no longer in tenure and projects that have finished by archiving them. Historical data is always maintained.
11. Drag and Drop Scheduling: Easily schedule resources on projects with drag and drop scheduling. Explore the tutorial on 'How to create bookings' for a detailed walkthrough.
12. Easy scheduling features like extend, shorten, cut, copy-paste and split.
13. Recurring Bookings: Easily create bookings that are repeat with a certain recurrence pattern. Master this functionality by watching our overview video.
14. Organising Option: Multiple resource and project groupings can be used to create data organising options on scheduling chart and reports. View related video for comprehensive insights.
15. Custom Date Range Options: Users can create rolling date range options as per their preferences. Learn how to leverage this feature effectively with our related video.
16. Different Views on Scheduling Chart: Users can use different scheduling views such as day, hour, and month for more efficient scheduling.
17. Configurable Booking Form: Add custom fields of the booking form to capture all required information while scheduling resources.
18. Filters: Powerful filters that help in quickly and easily identifying resources, projects, and bookings using any captured information. View related video for comprehensive insights.
19. Custom Tags: Add tags to resources, projects and bookings to quickly filter them when required.
20. Real-Time Scheduled Effort at Project Level: Users can view real-time scheduled effort at the project level on the Scheduling Chart. Explore our tutorial for a detailed walkthrough.
21. Utilisation Report: Gain insights into real-time resource utilisation across different projects and tasks through detailed reports. Explore this insightful report in our related video for a deeper understanding.
22. Availability Report: Gain insights into real-time availability of the resources for better capacity planning.
23. Project Progress Report: Gain valuable and real-time insights into the project progress.
24. Dashboard: Gain a comprehensive real-time insights with our dashboard.
25. Email Notifications: Stay informed about any changes, even when you're not logged in, with our email notification. Learn how to utilise this functionality by watching our tutorial.
24. Configurable User Access Rights: Limit access to data for users according to their unique requirements with the help of user access rights. View related video for comprehensive insights.
26. REST API: Use our open REST API to integrate with your existing system and seamlessly exchange data.