eRS Cloud

Quick Start Videos

• eResource Scheduler - Scheduling Resources Globally

Administration Section

• How To Add & Apply Custom Fields
• Import & Export in Administration Section
• How To Add & Apply Calendar
• How To Add & Apply Holidays
• How to Modify Currency
• Account Ownership & How to Transfer it

Resource Screen

• How To Identify Resources Using Filters
• How To Add Resource
• How To Add & Apply Role
• Create & Update Resources Using Import Feature
• How To Edit One or More Resources
• How To Change Resource Type

See all 7 articles

Project Screen

• How To Add a Project
• How To Create New Project Type & Add a Project
• How To Add Phases & Milestones in Projects
• Delete Project Tasks

Scheduling Chart

• Open Resource & Project Related Data Directly from Scheduling Chart
• Configure Information Visible on Booking Bar Tooltip
• How To Identify Resource and Create Booking by Drag & Drop
• How To Add Booking Using 'Add Booking' Button
• How To Organize Scheduling Chart
• How To Cut, Copy & Paste Bookings

See all 18 articles

Rates Screen

• How To Define Rates at Role, Resource & Project Level

Timesheet

• Timesheet Lock
• Timesheet Overview
• Timesheet Setup Screen
• Timesheet Entry Screen
• Timesheet Approval Screen
• Timesheet Report

See all 10 articles

Reports

• Overview Of Financial Report

User Access Rights

• User Access Rights - Concepts & Examples
• User Single Select Field
• Unrestricted User Access Rights for Financial Module

Billing Section

• Subscription Fee: Information & FAQ
• Modify Subscription
• How To Add Credit Card & Upgrade Subscription
• How to Subscribe to 'Authentication Plus' Module
• How To Subscribe to 'Scheduling Plus' Module
• Manage Billing Notifictions

General

• Character Limit of Different Fields
• Quick Start Videos
• Custom Field Values Next to Resource & Project Names
• Release Notes
• Steps to Implement eRS Cloud
• Scope of Account Manager Support

See all 14 articles

Authentication

• Configure Single Sign-On using Active Directory with ADFS and SAML
• Configure Single Sign-On using Azure AD
• Configure Single Sign-On with Okta
• Configure Single Sign-On with OneLogin
• Configure Two Factor Authentication (2FA) using Time based One Time Password (TOTP)

Self Hosted Version

• Installation Options: eRS Cloud Self Hosted Version
• Installation Guide: eRS Cloud Self Hosted on Cent-OS 8 System
• Installation Guide: eRS Cloud Self Hosted on Cent-OS 7 System
• Installation Guide: eRS Cloud Self Hosted on Ubuntu 18
• Installation Guide: eRS Cloud Self Hosted on Ubuntu 16
• Installation Guide: eRS Cloud Self Hosted on Debian-10

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Legal

• TERMS OF SERVICE - eResource Scheduler (Cloud Version)
• Privacy Policy - eResource Scheduler (Cloud Version)
• Terms and Condition for Invoices
• Terms and Condition for Quotations

Security

• Security Related Frequently Asked Questions