Category: Resource Planning

Categories
Release Notes Resource Management Resource Planning

ClickTime Version 9.44

ClickTime Version 9.44 includes the following updates:

  • Introduction of Resource Management – We are pleased to announce the release of ClickTime Resource Management, an enhanced version of our legacy Resource Planning module. While keeping functionality largely the same, we’ve included the following enhancements:
    • Increased application speed
    • Enhanced usability
    • Better visibility into month-over-month budget spend down

You can learn more about Resource Management through a short overview video, our consult our help documentation for more information.

Categories
QuickBooks Release Notes Resource Planning

ClickTime Version 9.34

ClickTime Version 9.34 includes the following updates:

  • Billing Goals and Capacity by Month Report – This new report is useful for determining people who are not meeting their billing goals month-over month. It shows performance towards a billing goal with information about working capacity and time off. This report is available to all accounts with Resource Planning.
  • QuickBooks Integration – We’ve updated the QuickBooks Connector and system requirements to reflect that QuickBooks Desktop Pro 2022 and QuickBooks Desktop Enterprise 2022 are supported. To get the update, you’ll need to uninstall the current version of the QuickBooks Connector and download and install the latest version from the Integrations option under the Company tab.
Categories
Release Notes Resource Planning Timesheet

ClickTime Version 9.28

ClickTime Version 9.28 includes the following updates:

  • Timesheet Attestation – Timesheet attestation provides admins the ability to display their organization’s custom attestation clause to employees at timesheet submission. Timesheet attestation is exclusively available through the Web App. Timesheet attestation through the Mobile App will be available in an upcoming release.
  • Resource Planning Data Export (csv) Filtering – We’ve added the ability to filter by Clients, Projects, and Divisions on the Resource Planning Data Export (csv).
  • Timesheet Approvals Email Design – Timesheet notification emails (Submission, Rejection, and Approval) now have an updated design and more insightful information about the timesheet.
  • Dashboard News – The dashboard news panel on the Company Dashboard has been updated with new content.
  • Bug Fix – Fixed a navigation error. Clicking on Custom Fields from the Labels Page now correctly navigates to the Custom Field List View, rather than prompt to create a new Custom Field.

Categories
Release Notes Resource Planning Web Services

ClickTime Version 9.16

ClickTime Version 9.16 includes the following updates:

  • Project Start and End Dates – You can now provide project start and end date values when creating or editing a project via the web app and REST API.
  • Project List View – Start and End Dates – You can display the project start date and end date in the Project List View by adding the desired columns. You can then choose to sort by either column and search the information in these columns.
  • Export Project Start and End Dates – Project start and end date values can be exported via the “Export to Excel” option on the Project List View and the Customizable Data Export report.
  • Resource Planning – Project Start and End Dates – A project’s start and end date values, when they exist, will appear in Resource Planning below the name of the project.
  • Password Security Enhancements – We changed the process that a new person goes through to configure a password for the first time. These changes are also reflected when resetting an existing password. In addition to supporting very long passwords, we now also encourage the use of “strong” passwords and prevent common and easily guessed passwords from being used.
  • Paychex Payroll Integration – We’ve added a Paychex Payroll Export report to the Miscellaneous section of the Reports menu under the Company tab.
  • Paylocity Webpay Payroll Integration – We’ve added a Paylocity Webpay Payroll Export report to the Miscellaneous section of the Reports menu under the Company tab.
  • BambooHR and Payroll Integration – When using our integration with BambooHR, you can now edit the accounting package ID for the externally managed Leave Types via the web app and the REST API. This is needed when also integrating with a payroll provider such as ADP, Paychex or Paylocity.
  • REST API – Reports/Time – Added the BreakTime, EndTime and StartTime properties to the GET /Reports/Time endpoint.
  • Bug fix – Fixed issue with the Time Off and Accrual Detail report in “My Reports” under the Personal tab that could list the events in an inconsistent order when multiple time off balance changes occurred on the same day.
Categories
Release Notes Resource Planning Web Services

ClickTime Version 8.96

ClickTime Version 8.96 includes the following updates:

  • Project Approvals – Added information about the “client” when reviewing project time to approve. Also added the ability to “Group By” client to quickly identify which time needs to be approved for a particular client.
  • We improved performance of the REST API v2 /Reports/TimeSummary/Daily and /Reports/TimeSummary/Weekly endpoints.
  • A message is now shown when using Internet Explorer (IE) notifying the person that the IE web browser is not supported.
  • Bug fix – Resolved an issue selecting the timesheet approver for a person associated with an inactive division.
  • Bug fix – The Resource Planning “alerts” tab was incorrectly displayed when viewing a person’s details in the pop-up window.
Categories
Release Notes Resource Planning

ClickTime Version 8.88

ClickTime Version 8.88 includes the following updates:

  • Budget Alerts for Resource Planning – Managers and Administrators using our Resource Planning feature can now configure budget alerts enabling you to get notified when your projects hit specified milestones towards their monthly and lifetime budgets.
Categories
Release Notes Resource Planning

ClickTime Version 8.84

ClickTime Version 8.84 includes the following updates:

  • We deprecated support for the Desktop Application.
  • Bug fix – We fixed an issue affecting customers who authenticate with Single Sign-On (SSO), which prevented them from being able to use our mobile application.
  • Bug fix – We addressed an issue with the project popup from the Resource Planning grid, where a company’s custom term for Projects was not properly displayed.
Categories
Release Notes Resource Planning

ClickTime Version 8.82

ClickTime Version 8.82 includes the following updates:

  • We added a new Resource Planning report entitled “Resource Planning Budget Summary by Client.” This is similar to the existing Budget Summary report but groups monthly budgets by client instead of project.
  • Bug fix – We resolved a Resource Planning issue so the “exceeded allocations” warning appears properly.
  • Bug fix – Some reports, when viewed as HTML with the Chrome browser, showed a “Print” button that didn’t work. This button will no longer appear when using Chrome.
Categories
Release Notes Resource Planning

ClickTime Version 8.81.1

ClickTime Version 8.81.1 includes the following update:

  • Bug fixes – We fixed a couple of Resource Planning issues that were reported by customers.
Categories
Expenses Release Notes Resource Planning

ClickTime Version 8.81

ClickTime Version 8.81 includes the following updates:

  • Our Integrations page is updated to reflect additional SSO options and the currently-supported versions of QuickBooks.
  • Improved the look-and-feel of the “Time Off and Accrual Detail” report available from “My Reports.”
  • Bug fix – We resolved several miscellaneous issues with Resource Planning.
  • Bug fix – People using a specific version of the Safari browser will no longer lose their session when submitting, rejecting or approving expense sheets.
  • Bug fix – We resolved an issue when adding a person that could result in an Accrual Rate not getting saved if the corresponding Leave Type did not also have a Maximum Balance.