14th December 2006
New feature! ~ Histogram view of individual resource availability. All users now have an additional view in their My Workspace screen showing their workload and availability in a histogram view. Displayed directly below My Assigned Tasks, the user workload is shown in vertical bars.
The depth of the bar represents the amount of time resourced. The deeper the bar, the more time resourced. Each type of activity is represented by a different colour. Hovering your mouse cursor over the vertical bar will show the histogram detail in a text popup.
Dark Blue - Resourced project time under 100% resourced
Red - Resourced project time over 100% resourced
Light Blue - Non working day (Weekend)
Dark Green - Bank holiday
Light Green - Annual leave
Updated feature ~ Timesheet and Expense approvals combined into one list. All approvals (Timesheet, Expense, Purchase Invoice & Holiday Requests) are now listed together in one table. Previously Timesheet approvals were in one table and Expense and Purchase Invoice approvals in another. Holiday Requests is a new feature explained further below.
Approvers who have access to only timesheets or expenses will continue to see the relevant approval requests they are assigned to only. A new filter 'Type' allows you to filter the displayed list by either of the four approval types.
Replaced feature ~ Planned Expenses. The task entry field 'Planned Expense' has been removed. Planned expenses are now entered in the new screen 'Expense Forecast'. See below for further details.
Updated feature ~ Project Gantt screen. The project gantt screen has been updated to allow all task management to be completed via this screen (as opposed to using the work structure screen). You can continue to use the Work Structure screen if you prefer as updates in this screen will automatically update the gantt display, and vice-versa.
New tasks can be added by moving your cursor over the add task icon (below the 'close' option in the screenshot above) and dragging into the gantt view.
Task start date can be set by clicking the start of the bar and dragging it to the required date. Task end date can be set by clicking the end of the bar and dragging it to the require date.
Task order can be set by clicking the main bar area and dragging it to the row above where you would like it be placed.
You can click on the gantt bar to change specific task details (as seen in the work structure screen).
A user histogram view is also displayed to show resource utilisation for all project team members. This uses the same key as used in My Workspace.
New feature! ~ Project Resources screen. This new screen allows you to see how much time project team members associated with this project have been allocated in order to assist you in new task work allocation. Bank holidays added by a system administrator and approved holiday requests are also shown in this view.
New feature! ~ Detailed expense forecasting. This new project screen allows you to forecast project expense costs by type. This screen replaces the previous method of recording planned expenses within the work structure screen.
Updated feature ~ The default rate card for new projects is now set to 'Not Set' rather than the first rate card as per alphabetical listing.
Updated feature ~ Previous Invoices has been renamed to Invoice History, and now only shows historical invoices specific to the project selected.
Updated feature ~ Previous Timesheets has been renamed to Timesheet History.
New feature! ~ New facility for users to submit holiday requests. This new screen which allows users to submit requests for annual leave is accessed via the Timesheet menu.
Users can click on calender dates and submit annual leave requests for approval. Holiday Request submissions are approved by the user's Timesheet approver.
Pink - Draft (non submitted) Annual Leave
Yellow - Submitted Annual Leave
Light Green - Approved Annual Leave
Dark Green - Bank Holidays (these are entered by an administrator only)
Updated feature ~ Previous Expenses renamed to Expense History.
Updated feature ~ Previous Purchase Invoices renamed to Purchase Invoice History
Updated feature ~ Report project selection. Reports now load with no projects selected in the filter selection criteria. Previously the project with the lowest project code was selected as the default. Project filter selection must be completed prior to other filters becoming available.
New report! ~ Single Project report. New time and expense report (including purchase invoices) showing project costs and charges.
New feature! ~ Non Working Time. Accessed via Admin > Company Settings > Non Working Time. Administrators can now record bank holidays within the system calendar. These will appear in the project resourcing screens to help with project planning. Entries are made just like user Holiday Requests but do not require approval.
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