Administrative Features

---

Features

Software to Schedule, Plan & Manage Employees & Custom Defined Resources

Comprenshive Scheduling Feature With
managment Reports

Administrative Features

• Manage custom resource types E.g. Employees, Equipment etc.

• Multiple working calendars to suite unique working patterns.

• Configurable groupings i.e. Teams, Departments, Office etc.

• Modifiable screen names.

• Define access rights for every user.

• Set default filters & views on every screens.

• Export to excel & print available on every screen.

 

• Maintain accurate resource profiles with groupings, roles, cost / billing rates etc.

• Custom attributes for different resource types.

• Define starting & last working day for every resource.

• Define primary & secondary roles of every resource.

• Apply custom working calendar according to resource's working pattern.

• Define cost & billing rates for every resource.

• Import resources using an excel template.

Resource Screen

 

Project Screen

• Maintain accurate project profiles.

• Define projects as billable or non-billable.

• Define projects as confirmed or unconfirmed.

• Assign unique colour to every project for easy identification.

• Define projects as paid / unpaid leaves to facilitate leave bookings.

• Import projects using excel template.

• Change project status to 'Closed' to prevent further bookings.

 

• View resource commitments & availability on chart view.

• Filters help identify the right resource for right job.

• Drag & drop scheduling.

• Schedule resources in hourly, daily or monthly view.

• Define booking effort in Percentage, Hours or Daily Avg Hours.

• Define booking as billable / non-billable, confirmed / unconfirmed.

• System displays warnings for resource overload, booking outside working hours etc.

Scheduling Chart

 

Booking List

• Schedule resources in list view.

• Create bookings for few minutes, weeks, months or years.

• Filter and organize bookings for better management.

• Organize bookings as per projects, resources, manager etc.

• Send booking notifications through e-mails.

• Send bookings directly to resource's MS Outlook calendar.

• Export booking data to excel.

 

 

• Capture actual time spent on projects / bookings.

• Set timesheet to weekly, monthly or custom format.

• Comments can be entered for every time entry.

• Define approval method (Automatic or Manual) for every resource.

• Define timesheet entry / approval rights for every user.

• Select individual or multiple entries for submission / approval.

• Timesheet helps reporting on actuals i.e. Utilization, cost, profit etc.

Timesheet

 

Utilization Report

• View utilization & availability report at different levels.

• Custom reporting colors help identify important information.

• Report can be viewed in different units (%, Hours etc.) & views.

• Filters & organizing options help slice & dice information.

• Compare planned v/s actual utilization / availability.

• Rich & informative graphs for easy understanding.

• Export data to excel for further analysis.

 

• Accurately forecast resource shortage and surplus.

• Slice & dice information by using filters and organizing options.

• View report at different levels i.e. office, role etc.

• View report in hours, standard days & FTE (Full Time Equivalent).

• View report in days, weeks, months etc.

• Rich graphs assist in quick interpretation of information.

• Export data to excel for further analysis.

Forecasting Report

 

Financial Report

• Review cost, revenue & profit figures.

• Slice and dice data using filters and organize by options.

• View report at different levels i.e. Projects, resources, managers etc.

• Identify most & least profitable projects & resources.

• Report highlights figures that need attention.

• Informative graphs help in interpretation & comparison of financial performance.

• Export data to excel for further analysis.

For better understanding, take a quick 5 minute tour of our employee scheduling software. For technical information, visit the Technical Information page. For licensing and pricing information visit Licensing & Pricing page of our resource scheduler. You can also undertake a fully functional 14 day free trial of our eRS staff scheduling software.

               

• Maintain accurate resource profiles with groupings, roles, cost / billing rates etc.

• Custom attributes for different resource types.

• Define starting & last working day for every resource.

• Define primary & secondary roles of every resource.

• Apply custom working calendar according to resource's working pattern.

• Define cost & billing rates for every resource.

• Import resources using an excel template.

Resource Screen

• Maintain accurate project profiles.

• Define projects as billable or non-billable.

• Define projects as confirmed or unconfirmed.

• Assign unique colour to every project for easy identification.

• Define projects as paid / unpaid leaves to facilitate leave bookings.

• Import projects using excel template.

• Change project status to 'Closed' to prevent further bookings.

• View resource commitments & availability on chart view.

• Filters help identify the right resource for right job.

• Drag & drop scheduling.

• Schedule resources in hourly, daily or monthly view.

• Define booking effort in Percentage, Hours or Daily Avg Hours.

• Define booking as billable / non-billable, confirmed / unconfirmed.

• System displays warnings for resource overload, booking outside working hours etc.

Scheduling Chart

• Schedule resources in list view.

• Create bookings for few minutes, weeks, months or years.

• Filter and organize bookings for better management.

• Organize bookings as per projects, resources, manager etc.

• Send booking notifications through e-mails.

• Send bookings directly to resource's MS Outlook calendar.

• Export booking data to excel.

• Capture actual time spent on projects / bookings.

• Set timesheet to weekly, monthly or custom format.

• Comments can be entered for every time entry.

• Define approval method (Automatic or Manual) for every resource.

• Define timesheet entry / approval rights for every user.

• Select individual or multiple entries for submission / approval.

• Timesheet helps reporting on actuals i.e. Utilization, cost, profit etc.

Timesheet

• View utilization & availability report at different levels.

• Custom reporting colors help identify important information.

• Report can be viewed in different units (%, Hours etc.) & views.

• Filters & organizing options help slice & dice information.

• Compare planned v/s actual utilization / availability.

• Rich & informative graphs for easy understanding.

• Export data to excel for further analysis.

• Accurately forecast resource shortage and surplus.

• Slice & dice information by using filters and organizing options.

• View report at different levels i.e. office, role etc.

• View report in hours, standard days & FTE (Full Time Equivalent).

• View report in days, weeks, months etc.

• Rich graphs assist in quick interpretation of information.

• Export data to excel for further analysis.

Forecasting Report

• Review cost, revenue & profit figures.

• Slice and dice data using filters and organize by options.

• View report at different levels i.e. Projects, resources, managers etc.

• Identify most & least profitable projects & resources.

• Report highlights figures that need attention.

• Informative graphs help in interpretation & comparison of financial performance.

• Export data to excel for further analysis.