Training Centre

Training videos to help you at every step

Admin Screen

Title Length
01: Auto Log Out Time 0:29
02: Booking Chart Color Codes 0:54
03: Email Configuration 1:38
04: Automatic Email Settings 1:03
05: Automatic Outlook Appointment Settings 1:03
06: Booking Email Configuration 1:54
07: Add Working Calendar 1:14
08: Define Holidays & Exceptions in a Working Calendar 1:21
09: Edit Working Calendar 0:44
10: Delete Working Calendar 0:21
11: Copy & Paste Working Calendar 0:50
12: Add & Edit Resource Type 2:59
13: Delete Resource Type 0:44
14: Import & Export Attributes 1:39
15: Add & Edit Team, Department, Office, Region 1:18
16: Delete Team, Department, Office, Region 0:32
17: Import & Export Teams, Departments, Offices, Regions 1:01
18: Add & Edit Role 1:15
19: Delete Role 0:27
20: Import & Export Roles 1:00
21: Add & Edit Designation 1:09
22: Delete Designation 0:25
23: Import & Export Designation 1:02
24: Add & Edit Resource Manager 1:14
25: Delete Resource Manager 0:27
26: Import & Export Resource Managers 0:51
27: Add & Edit Client and Project Manager 2:29
28: Delete Client and Project Manager 0:40
29: Import & Export Clients and Project Managers 1:47
30: Add & Edit Custom Project Fields 1:55
31: Delete Custom Project Fields 0:29
32: Import & Export Custom Project Fields 0:59
33: Add & Edit Requirement Status 1:13
34: Delete Requirement Status 0:30
35: Import & Export Requirement Status 1:08
36: Add & Edit ‘Cost & Revenue Categories’ 1:53
37: Delete ‘Cost & Revenue Categories’ 0:29
38: Import & Export ‘Cost & Revenue Categories’ 1:22
39: Configurable Free-Text Project Fields 1:08
40: Configurable Project Tabs 1:31
41: Delete Values of Configurable Project Tabs 0:26
42: Import & Export Values of Configurable Project Tabs 1:00
43: Add & Edit Project Location 0:51
44: Delete Project Location 0:30
45: Import & Export Project Locations 0:59
46: Reporting Colors 2:05
47: Timesheet Settings 5:02
48: Configure Mandatory Fields 1:02
49: Set ‘Hours’ as Default Unit in Booking Window 0:44
50: Set Default Status of ‘Confirmed’ & ‘Billable’ checkbox in Booking Window 1:19
51: Configure Booking Bar Information 1:03
52: Add & Edit User 2:14
53: Assign Different User Rights 3:54
54: Create Admin User 1:12
55: Delete a User 0:28
56: Add a Permission Set 2:03
57: Delete a Permission Set 0:27
58: Set Password Format 1:21
59: Turn Automatic Updates ON or OFF 0:57
60: Configure License Expiry Notification 0:33

 

Resource Screen

Title Length
01: Overview 1:04
02: Add a Resource 2:39
03: Edit a Resource 0:58
04: Bulk Edit Resources 1:14
05: Cost & Billing Rates of Resource 0:37
06: Delete Resource 0:28
07: Copy & Paste Resource 0:59
08: Import Resources 0:59
09: Filter & Organise Resources 1:02
10: Terminate a Resource 0:37
11: View Utilisation & Financials of Resource 0:28
12: Export & Print Resources 1:07

 

Project Screen

Title Length
01: Overview 0:43
02: Add a Project 2:14
03: Edit a Project 0:43
04: Delete Project 0:29
05: Define Project Timings 1:49
06: Bulk Edit Project Timings 1:47
07: Copy & Paste Project 0:46
08: Filter & Organise Projects 1:16
09: Import Projects 0:53
10: Add Task on Project 1:22
11: Edit Task 0:49
12: Delete Task 0:28
13: Import Tasks 1:11
14: Export Tasks 0:47
15: Define Project Location 0:29
16: Add & Edit Resource Requirement 1:40
17: Add Resource Requirement Using Requirement Chart 1:30
18: Delete Resource Requirement 0:29
19: Export Resource Requirements 0:31
20: Add Non-Resource Cost 1:36
21: Edit Non-Resource Cost 0:44
22: Delete Non-Resource Cost 0:28
23: Add Non-Resource Revenue 1:15
24: Edit Non-Resource Revenue 0:32
25: Delete Non-Resource Revenue 0:28

 

Booking Chart

Title Length
01: Overview 1:16
02: Add Booking 1:27
03: Identify Resource and Add Booking by Drag & Drop 1:41
04: Add Multiple Bookings on a Project 1:35
05: Add Recurring Booking 1:01
06: Edit Booking 0:32
07: Compact View 0:50
08: Transfer Bookings using Drag & Drop 0:27
09: Resize Booking 0:29
10: Organising Options on Booking Chart 0:57
11: Booking Filters 0:40
12: Different Views in Booking Chart 1:22
13: View Resource Utilisation & Availability 0:44
14: Reassign Booking 0:49
15: Cut-Copy-Paste Booking 0:53
16: Split Booking 0:33
17: Send Bookings Info via Email & Outlook Appointment Request 0:57
18: Export Booking Chart to Excel 1:01

 

Booking List

Title Length
01: Overview 0:38
02: Add Booking 1:22
03: Edit Booking 0:35
04: Bulk Edit Bookings 1:01
05: Delete Booking 0:27
06: Filter & Organise Bookings 1:31
07: Send Multiple Booking Email 0:40
08: Export Booking List to Excel 1:30

 

Timesheet

Title Length
01: Overview 0:50
02: Enter & Submit Time Entries 1:56
03: Approve OR Reject Time Entries 0:40
04: Delete Timesheet Entries 0:28
05: Copy & Paste Timesheet Entries 0:46
06: Fill Timesheet Entries Directly from Bookings 0:42
07: Filter Resources on Timesheet 0:44
08: Make Timesheet Entries as Billable OR Non-Billable 0:31
09: Import Timesheet Entries 1:02
10: Export Timesheet Entries 0:59

 

Cost & Revenue Screen

Title Length
01: Overview 0:38
02: Add Cost & Revenue 1:22
03: Edit Cost & Revenue 0:47
04: Delete Cost & Revenue 0:27
05: Filter and Organise Cost & Revenue 0:47

 

Gap Report

Title Length
01: Overview 0:56
02: Organising options in Gap Report 1:20
03: Views in Gap Report 1:12
04: Units in Gap Report 0:28
05: Filter Gap Report 0:57
06: Chart View on Gap Report 1:12
07: Export Gap Report to Excel 0:50

 

Utilisation / Availability Report

Title Length
01: Overview 1:09
02: Organising options in Utilisation Report 1:17
03: Views in Utilisation Report 0:30
04: Units in Utilisation Report 0:28
05: Filter Utilisation Report 1:11
06: Compare Planned v/s Actual Utilisation 0:42
07: Chart View on Utilisation Report 1:44
08: Export Utilisation Report to Excel 0:42
09: Organising options in Availability Report 0:39
10: Views in Availability Report 0:30
11: Units in Availability Report 0:24
12: Filter Availability Report 1:08
13: Compare Planned v/s Actual Availability 0:39
14: Chart View on Availability Report 1:25
15: Export Availability Report to Excel 0:33

 

Forecasting Report

Title Length
01: Overview 0:46
02: Organising options in Forecasting Report 0:26
03: Views in Forecasting Report 0:42
04: Units in Forecasting Report 0:24
05: Filter Forecasting Report 1:11
06: View Resource Requirements on Forecasting Report 0:34
07: Chart View on Forecasting Report 1:12
08: Export Forecasting Report to Excel 0:37

 

Financial Report

Title Length
01: Overview 1:17
02: Organising options in Financials Report 1:27
03: Filter Financials Report 1:15
04: View Non-Resource Cost & Revenue on Financials Report 0:50
05: Chart View on Financials Report 1:05
06: Export Financials Report to Excel 0:43

 

Financial 2 Report

Title Length
01: Overview 1:09
02: Organising options in Financials 2 Report 1:26
03: Views in Financials 2 Report 1:00
04: View Different Data on Financials 2 Report 0:31
05: Filter Financials 2 Report 1:23
06: View Non-Resource Cost & Revenue on Financials 2 Report 1:04
07: Chart View on Financials 2 Report 1:00
08: Export Financials 2 Report to Excel 0:42

 

General

Title Length
01: Change Login Password 0:36
02: Set Default Login Screen 0:53
03: Reorder & Show/Hide Columns of Screen 0:40
04: Set & Load Default Screen Settings 1:39
05: Create Leave Project & Book Resource on Leave 1:17
06: View User Rights & eRS Information 0:43
07: Activate New License Key 1:42

 

Installation & Update

Title Length
01: Turn ON SQL Browser Service 1:18
02: Create Firewall Exception for SQL Browser Service & SQL Server 1:33
03: Modify Database Connection Information 0:43
04: Delete eResource Scheduler Database 0:43
05: Take Backup of eResource Scheduler Database 1:40
06: Restore eResource Scheduler Database from Backup 4:36
07: Update eResource Scheduler Application & Database 5:37