eRS Cloud

Administration Section

• Add New Custom Fields Directly in Different Forms
• How to Clear / Reset User Access Rights
• Password Reset Settings - Administrator
• Character Limit of Different Fields
• How To Add & Apply Custom Fields
• Import & Export in Administration Section

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Resource Screen

• How To Add Resource
• How To Add & Apply Role
• Create & Update Resources Using Import Feature
• How To Identify Resources Using Filters
• 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

Rates Screen

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

Scheduling Chart

• Wrap Text on Booking Bar
• View Metrics on Scheduling Chart
• Move Requirements in Bulk
• Move Bookings in Bulk
• Delete Requirements in Bulk
• Delete Bookings in Bulk

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Resource Request & Gap Reporting

• Sync Custom Field Values in Requirement & Booking Form
• View Custom Field on Requirement Tooltip
• View Custom Field Values on Requirement Bar
• Add Custom Fields in Requirement Form
• Resource Request & Gap Reporting - Overview
• How to Create Resource Requirements

See all 11 articles

Timesheet

• Timesheet Overview
• Timesheet Setup Screen
• Timesheet Entry Screen
• Timesheet Approval Screen
• Timesheet Report
• Planned vs Actual Utilization Report

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Reports

• Quickly Expand / Collapse Data at Different Levels
• Sorting and Filtering on Reports
• Overview Of Financial Report
• Full Time Equivalent (FTE)

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 Unsubscribe 'Authentication Plus' Module
• How To Subscribe to 'Scheduling Plus' Module

See all 8 articles

Authentication

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

General

• Activate Sticky Filters
• Overview Video - 3 Minutes
• Quick Start Videos
• Steps to Implement eRS Cloud
• Changes in User Interface - 6th August 2023 Release
• Custom Field Values Next to Resource & Project Names

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Modules

• Scheduling Module
• Scheduling Plus Module
• Timesheet Module
• Financial Module
• Authentication Plus Module

Self Hosted Version

• Migrate eRS database to a new version of PostgreSQL (17)
• Installation Options: eRS Cloud Self Hosted Version
• 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
• Installation Guide: eRS Cloud Self Hosted on Debian-9

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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

Announcements

• Spread the Word and Earn Rewards with eResource Scheduler!
• Complimentary Integration Service
• Starting from January 15, 2024, the 'Authentication Plus' module will be payable.
• Starting from January 15, 2024, the 'Scheduling Plus' module will be payable.