eResource Scheduler Version 4.5.0.132 (27th January 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. Other: Minor UI fixes, API fixes, and component updates.
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eResource Scheduler Version 4.4.0.127 (27th November 2022)
1. Zoom Levels: Easily and accurately define zoom levels on scheduling chart to control column width and visible details.
2. 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.
3. 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.
4. 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.
5. 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.
6. 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.
7. Export resource availability with bookings on Scheduling Chart: Users can now export available hours of resources while export data from scheduling chart.
8. Default booking unit: Administrators can now define the default booking unit from Administration >> Scheduling.
9. 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.
10. 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.
11. 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.
12. 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.
13. 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.
14. Other: Minor UI fixes, API fixes, and component updates.
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eRS Cloud Version 4.3.0.119 (6th October 2022)
1. 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.
2. Timesheet Approval Screen: Select multiple resources or projects and approve or reject all their time entries at one go.
3. ‘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…
4. 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.
5. Exported fields will get automatically saved in browser cache and will be pre-selected when the user opens the export window next time.
6. Re-order fields while exporting to CSV from the scheduling chart, schedule list and reports.
7. Users can choose different formats for 'Date & Time' fields while exporting data to CSV.
8. Booking Chart: Booking bar will be visible at all levels below Resource and Project.
9. Tooltip: Organize by dropdown on the scheduling chart and reporting screens now have tooltips.
10. Approval Screen: Name wrapping allows viewing full Resource and Project names, even if they are long.
11. 'eRS Cloud' is the short-form of 'eResource Scheduler Cloud'. From now on, we will be referring to our application as 'eResource Scheduler' only.
12. We have a new logo for eResource Scheduler.
13. Minor UI fixes, API fixes, and component updates.
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eRS Cloud Version 4.2.0.114 (26th June 2022)
1. Lock Timesheet: New 'Lock Timesheet' feature has been introduced, it allows locking timesheet entries using multiple options.
2. Export Date & Time Field Value in Different Formats: Users can now choose different formats for 'Date & Time' field while exporting values to CSV.
3. Utilisation using rest API: Public REST API now allows users to get utilisation of resources and projects.
4. Calculated Hrs in Booking: In rest API 'Calculated Hrs' will represent booking effort in hours, irrespective of the original effort unit.
5. Optimise Timesheet Import: Timesheet import functionality has been optimised, now users will be able to import timesheet entries faster and for longer duration.
6. Other: Minor UI fixes, API fixes, and component updates.
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eRS Cloud Version 4.1.0.110 (15th March 2022)
1. 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.
2. Configurable Booking Bar Tooltip: Administrators can configure information visible on booking bar tooltip.
3. 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.
4. 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.
5. Enhanced Filters: Users can filter data based on IDs on different screens.
6. 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.
7. Show / Hide System IDs: Administrators can configure visibility of system IDs from 'General Settings' tab in administration section.
8. Access Rights related to Dashboard Screen: Now Administrators can define if a users should have access to the Dashboard or not.
9. Enhanced Timesheet Export Date Range: Multiple date range options are available while exporting timesheet data from 'Entry' screen.
10. 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.
11. More fields on Booking Bar: Administrators can configure up to 10 fields / icons to be visible on the booking bar.
12. Tooltip: Role widget on the dashboard now has tooltip.
13. Other: Minor UI fixes, API fixes, and component updates.
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eRS Cloud Version 4.0.0.105 (23rd January 2022)
1. Authentication Plus Module: New module has been introduced to eRS Cloud allowing Single Sign-On (SSO), in addition to the existing login method.
2. 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.
3. User Import & Export: Ability to Import users with or without linked permission sets using CSV import. Users can also be exported to CSV.
4. 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.
5. Import & Export of Phases & Milestones: Now users can add phases and milestones using CSV import. Phases and milestones can also be exported to CSV.
6. Phase & Milestone using rest API: Public REST API now allows users to access and update phases and milestones for any Project.
7. Authentication Settings in Administration Section: Administrators can configure SAML SSO for their eRS Cloud account.
8. Resource & Project Update using eRS ID: While updating resources and projects using import feature, now users can use eRS ID for unique match.
9.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.
10. Human & Non-Human Resource Filter on Dashboard: New human and non-human filter has been provided on Dashboard widgets.
11. Other: Minor UI fixes, API fixes, and component updates.
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eRS Cloud Version 3.0.0.96 (1st August 2021)
1. Timesheet Module: Separate module to capture actual time spent by resources on projects and tasks in an easy and efficient manner. It includes reports that compare scheduled v/s actual hours at different levels and highlight differences. Note: Timesheet is an optional paid module that clients can choose to subscribe in addition to the existing core scheduling module. (View Overview Video).
2. Timesheet Setup Screen: The timesheet setup screen is used to view and modify timesheet related settings for individual resources and projects. (View Overview Video).
3. Timesheet Entry Screen: This screen allows users to capture actual hours spent by resources on different projects and then submit them for approval. (View Overview Video).
4. Timesheet Approval Screen: This screen provides all information about timesheet entries to approvers and facilitate easy and quick processing of time entries. (View Overview Video).
5. Timesheet Report: This report is used to view timesheet data from different angles, resource, project etc. Configurable reporting date range, different units, organising options and graphs make it easy to view and interpret data. (View Overview Video).
6. Planned vs Actual Utilisation Report: This report is a combination of planned utilisation and timesheet report. It compares planned v/s actual data side by side and helps in identifying and highlighting gaps. (View Overview Video).
7. Planned vs Actual Availability Report: This report compares planned v/s actual availability side by side and helps in identifying and highlighting differences.
8. Actual Financials Report: This report accurately calculates and reports actual cost, revenue, and profit figures at different levels of the organisation.
9. Planned vs Actual Financials Report: This report compares planned v/s actual figures of cost, revenue and profit.
10. All the reports have been grouped under reporting section.
11. Enhanced Dashboard: Widgets will show planned vs actual information if timesheet module is turned on.
12. User Access Rights for Timesheet: Administrators can define access rights related to timesheet screens.
13. User Access Rights Terminology: Now ‘Add / Edit / Delete’ will be referred to ‘Full Access’, ‘View Only’ will be referred to as ‘Read Access’.
14. Layout of user access rights section has been modified for logical grouping and understanding of user access rights.
15. Timesheet Settings in Administration Section: Administrators can configure default timesheet related settings for all resources and projects.
16. Timesheet Email Notification: Users can turn ON and configure email notifications to define when the application should send emails about changes in the status of any timesheet entry. Users can turn ON/OFF and customise these settings from their profile.
17. Stack Chart has been added on several reports to allow users to see break-up of data in graphical form.
18. Comma separator on reports to enhance readability of numbers.
19. Other: Minor UI fixes, API fixes, and component updates.
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eRS Cloud Version 2.7.0.89 (11th April 2021)
1. Enhanced Import: Import feature on resources and projects screen has been enhanced. Now import can be used to create new records, update existing records and create & update records in one go. (View related support video).
2. Export Scheduling Chart to PDF: Earlier the scheduling chart could only be exported to CSV in list view. Now users can export the scheduling chart in PDF format with configurable settings. This allows printing hard copy of the scheduling chart in Gantt view. (View related support video).
3. Import & Export in Administration Section: Now administrators can add values for custom fields, roles, tags and holidays using CSV import. Values can also be exported to CSV. (View related support video).
4. Enhanced Bulk Delete: Administrators can now bulk delete values in custom fields, roles, resource types, project types, tags, calendars, holidays, exceptions, users and permission sets.
5. Improved Date & Time Filters: Additional options have been added to date & time type of filters E.g. ‘Created On’, ‘Modified On’, ‘Start Date’ etc.
6. Other: Minor UI fixes, API fixes, and component updates.
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eRS Cloud Version 2.6.0.78 (30th January 2021)
1. User Single Select Field: A new custom field (user single select) has been introduced. Your eRS Cloud users will be listed in this field and this will allow mapping resources, projects and bookings to your users.
2. Organise options using 'user single select' field: User can create organising options using 'user single select' field.
3. User rights using 'user single select' field: Administrators can define user access rights on the basis of 'user single select' field.
4. Email Notifications using 'user single select' field: User can now configure email notifications based on 'user single select' field.
5. Enhanced Bulk Delete Feature: User can now bulk delete Resource Calendars, Resource exceptions, Project Tasks, Phases and Milestones.
6. Pagination in Data Tables: User can now choose between multiple pagination options for easy navigation of data tables.
7. User will be able to filter Resources, Projects and Bookings using ‘Created By’, ‘Modified By’, ‘Created On’ and ‘Modified On’ fields.
8. Resource ID & Project ID in Rate Import: User can also import Rates for Resources and Project using their ID's. This will help users to map correct source and projects while importing rates.
9. Task Filter: Task filter is introduced on Scheduling Chart, Schedule List, Utilisation & Financial Report.
10. Other: Minor UI fixes, API fixes, and component updates.
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eRS Cloud Version 2.5.0.71 (5th September 2020)
1. Time Zone Support in Booking Window: User can now define time zone information in the booking window. This feature facilitates scheduling resources spread across different time zones on projects / events which are in different time zones and helps in better time coordination. Watch How to Define Time Zone While Scheduling Resources.
2. Export Results of Import: User can now export the results / status of resource, project, booking, rate, and task imports.
3. Graph Icon on Reports: Graph icon has been introduced on the utilisation and availability reports for a better user experience.
4. Other: Minor UI fixes, API fixes, and component updates.
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eRS Cloud Version 2.4.0.69 (26th July 2020)
1. Scheduling Plus Module (Beta Version): This module includes advance scheduling features. i.e. Calendar Integration, Time Zone support. It is an optional module that clients can choose to subscribe in addition to the existing core scheduling module. Watch How to Subscribe to 'Scheduling Plus' Module. It is Free during Beta phase.
2. Calendar Integration: User can generate calendar integration link of resources from scheduling chart. This link can be used to subscribe to and view resource schedule in third-party calendar apps like Mac Calendar, Outlook, iPhone Calendar, Google Calendar etc. Watch How to View Resource Schedule in Third-Party Calendar Applications.
3. Time Zone Support: Users can now define the resource's time zone in the resource profile.
4. Disable Parallel Booking: User can now disable parallel bookings for selected resources and projects in their profile. If the disable parallel booking option is ON, the application will ensure that no other bookings are created on the same dates. Watch How to Disable Parallel Bookings.
5. User Rights: Administrators can now define user access rights based on ‘drop-down multi-select’, 'checkbox group' and 'checkbox' type fields.
6. Email Notifications: User can now configure email notifications based on ‘drop-down multi-select’, 'checkbox group' and 'checkbox' type fields.
7. Max Duration of a Booking: Administrators can now define the maximum duration of an individual booking from 1 year to 5 years. This setting can be changed from the Administration >> Scheduling Tab.
8. Other: Minor UI fixes, API fixes and component updates.
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eRS Cloud Version 2.3.0.49 (22nd Jan 2020)
1. Email Notifications: Users can Turn ON email notifications and configure when the application should send emails about additions, edits and deletions to resources, projects, bookings and rates. User can turn on / off and customise these settings from their profile. (Watch Video).
2. Import Bookings: User will be able to bulk import bookings on scheduling chart & scheduling list using CSV file.(Watch Video)
3. Resource Availability Filter: User will be able to filter resources on the basis of their availability on scheduling chart.(Watch Video)
4. Highlight today's column: Highlight today's column on scheduling chart and reports. This will help user to easily identify today's date.(Watch Video)
5. Mark fields as mandatory: Administrators can mark system defined and user defined fields as mandatory in resource, project and booking form. This will ensure that all the important information is captured in resource, project and booking forms.(Watch Video)
6. Organise options using 'label' type field: User can create organising options using label type field.
7. User rights using 'label' type field: Administrators can now define user access rights on the basis of ‘label’ type field.
8. Unique id's for resources, projects, bookings and rates: Unique id is assigned to each resource, project, booking and rate. This id is visible in their profiles.
9. Profit % calculation option: Administrators can choose which formula is used to calculate profit %.
10. Other: Minor UI fixes and component updates.
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eRS Cloud Version 2.2.0.44 (11th Nov 2019)
1. Booking Progress %: Now user will be able to define progress of bookings in percentage on scheduling chart & scheduling list. (Watch Video).
2. Project Progress Report: A new report named ‘Project Progress’ has been introduced. It accurately reports progress of projects considering progress defined at booking level. It also reports total bookings, completed bookings, in progress bookings, not started bookings, total scheduled hours, completed hours, pending hours and booking range at project level.(Watch Video).
3. Progress Filter: User will be able to filter data on the basis of booking progress on scheduling chart, scheduling list, utilisation, availability and financial report. (Watch Video).
4. User Access Rights for Progress Report: Administrators can define access rights for individual users for Project Progress report. This ensures data confidentiality is maintained at all levels of the organisation.
5. Exclude Mode in Filters: Earlier filters only facilitated include logic, now users will be able to use exclude logic while filtering data.(Watch Video).
6. Hide Unwanted System Defined Fields: Administrators can remove unwanted system defined fields from resource, project and booking form. This will ensure that only relevant fields are visible to users.(Watch Video).
7. Hide Screens: Now if a user does not have access to a screen, that screen tab will not be visible to the user.(Watch Video).
8. Other: Minor UI fixes and component updates.
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eRS Cloud Version 2.0.0.37 (16th Jun 2019)
1. Financial Module: Separate module that allows measuring financial impact (cost, revenue, profit) of scheduling resources on projects at different levels (resource, project etc). This is an optional module that clients can choose to subscribe in addition to existing core scheduling module.
2. Rates Screen: Centralised screen that allows defining cost and billing rates for Roles, Resources and Projects.
3. Financial tab in Bookings Window: Users can define billing status & billing rate for each booking from ‘Financial’ tab in booking window.
4. Financial Report: Accurately calculates and reports cost, revenue and profit figures at different levels of the organisation.
5. User Access Rights for Financials: Administrators can define access rights for individual users for financial module. This ensures data confidentiality is maintained at all levels of the organisation.
6. Default Date Range: Users can now set default date range from on screen settings.
7. Date Range Navigator: Arrows next to date range component allows users to quickly change dates.
8. Milestone Colour: Ability to define colours for milestones.
9. Currency Icon: Administrators can define currency icon that will be used throughout the application for all financial figures.
10. Forgot Login Id: Ability to recover login id through email.
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eRS Cloud Version 1.3.0.32 (12th Feb 2019)
1. Scheduling Chart: Ability to schedule resource on multiple projects at one go. (Watch Video)
2. Project & Scheduling Chart: Define phases and milestones in projects. These are visible on scheduling chart and provide visual cue of different project phases and important dates, facilitating efficient resource scheduling. (Watch Video)
3. Minor UI fixes and component updates.
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eRS Cloud Version 1.2.2.31 (9th Jan 2019)
1. More Configuration Options on Scheduling Chart: User can further personalise scheduling chart as per their individual preference using setting.
2. Configuration of Graphs: Multiple type of graphs with different options allow users to view reporting figures in easy way.
3. Permission Sets: Permission sets help administrator to create multiple users with same type of access rights.
4. Minor fixes and component updates.
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eRS Cloud Version 1.2.0.30 (4th Jan 2019)
1. Move Bookings: Feature to move multiple bookings from scheduling list at one go.
2. Extend Bookings: Feature to extend multiple bookings from scheduling list at one go.
3. Configurable colors for Management reports: Administrators can define utilisation and availability thresholds along with color codes as per organization’s own requirements to easily and quickly identifying resources that are under-utilised, over utilised and everything in between.
4. Personalisation of Management Reports: Users can personalise reports as per their individual preferences.
5. Minor fixes and component updates.
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eRS Cloud Version 1.2.0.29
1. Open Rest API: Easily integrate existing system with eRS Cloud using open rest API. API allow users to pull and push data from our resource management software. (API Document)
2. Configurable information on Scheduling Bar: Administrator can configure information to view on scheduling bar. This allows quickly showing important information without having to open the booking.
3. Bulk Edit Resources and Projects: Ability to bulk edit resources and projects and change their common information at one go.
4. Multiple Working Timings for resources: User can define multiple working timings for resource along with effective date.
5. Multiple Notes in Resources and Projects: Ability to add multiple notes in resource and project profile.
6. Minor fixes and component updates.
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eRS Cloud Version 1.1.0.28
1. Split Booking: Feature to allow user to split booking from any date. Convenient way to accommodate those last-minute changes.
2. Cut Copy and Paste Booking: Allows quickly transferring or creating replicas of existing booking on same or new date.
3. Calendar Holidays and Exceptions: Ability to apply holidays and exceptions on resource calendars.
4. Configurable Organise options: Configurable options that organise data from resource’s perspective’s, project perspectives.
5. Graphs for Easy Interpretation of Reports: User can view utilisation and availability of resources in graphs for easy interpretation of data.
6. Minor fixes and component updates.
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eRS Cloud Version 1.0.2.24
1. Scheduling Chart: Indicator to show over utilisation of resources.
2. User Access Rights: Flexible user access rights based on screens, groupings and custom defined fields. This allows organisations to define precise level of access for every user as per their requirements.
3. Real Time Resource Availability: Scheduling chart shows real-time resource availability of every resource on day to day basis in hourly format.
4. Export Management Reports: Ability to export utilisation and availability reports in csv file format.
5. Identify Qualified Resource for Projects: Powerful filters that help in quickly and easily identifying qualified resources using any captured resource information. Filters can be used one by one or in combination.
6. Minor fixes and component updates.
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eRS Cloud Version 1.0.1.23
1. Configurable Fields: Administrators can create different type of field according to their use.
2. Configurable Views: Introduced new feature to personalise resources, projects and scheduling list view as per user individual preference.
3. Import Resources and Projects: Add bulk resources and projects in application using csv file.
4. Export Resources and Projects: Export resources and projects to csv file.
5. Drag n Drop Scheduling: User can simply select booking dates on scheduling chart with a stroke of mouse and schedule resource on project.
6. Management Reports: Allows identify over and under-utilized resources. Ability to view data in two units simultaneously.
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eRS Cloud Version 1.0.0.22
1. Production release.
2. Dashboard: Allows key information accessible on one single screen.
3. Resources: Maintains a centralised directory of all your resources along with all possible information.
4. Projects: Centralised project list that can be shared with all users across the organisation.
5. Scheduling Chart: Gantt chart view for easy resource scheduling.
6. Scheduling list: List view of schedule with complete information.