Tag: allocations

Categories
Release Notes Resource Management Web Services

ClickTime Version 9.66

ClickTime Version 9.66 includes the following updates:

  • Resource Management Dashboard Filters: We are pleased to announce the release of Resource Management Dashboard Filters. Users can create filtered views of the Dashboard using existing filtering capabilities and interfaces, optimizing for speed and iterability.

For more information on Resource Management, consult our help documentation.

  • Bug Fix – Task Summary Report: Users may have experienced issues loading the Task Summary Report. This issue is now resolved.
  • API Documentation: The model for the GET Allocations endpoint was corrected in our comprehensive documentation.
Categories
Expenses Release Notes Resource Management

ClickTime Version 9.62

ClickTime Version 9.62 includes the following updates:

Resource Management Enhancement: The Resource Management Grid now displays $0 allocations. This matches what is seen in our API and Reports.

Expenses Module Bug Fixes:

  • Mobile-uploaded receipts were not displaying correctly in the web browser version of ClickTime. This issue is now resolved.
  • When clicking the link in the Paid Expense Sheet Notification Email, users will be directed to the My Expenses page with the specific expense sheet expanded.
Categories
Release Notes Web Services

ClickTime Version 9.17

ClickTime Version 9.17 includes the following updates:

  • Accounting & Payroll Reports – We collected all of the relevant accounting and payroll exports together in the new “Accounting & Payroll” report section. This is accessible from the Reports menu under the Company tab.
  • Checkwriters Payroll Integration – We’ve added a Checkwriters Payroll Export report to the Accounting & Payroll section of the Reports menu under the Company tab.
  • TRAXPayroll Integration – We’ve added a TRAXPayroll Export report to the Accounting & Payroll section of the Reports menu under the Company tab.
  • Grant Allocation Report – The new Grant Allocation report for Nonprofit organizations is available in the People section of the Reports menu under the Company tab. The report provides insight to how people are allocating their time. It attributes time off to clients and projects in direct proportion to time worked.
  • Integrations – The “Integrations” page under the Company tab is updated to reflect the recent payroll integrations.
  • REST API – Clients – Added the IsEligibleTimeOffAllocation property to the following endpoints:
    • GET /Clients
    • GET /Clients/{clientID}
    • GET /Clients/new
    • POST /Clients
    • PATCH /Clients/{clientID}
  • REST API – Jobs – Added the TimeOffAllocation property to the following endpoints:
    • GET /Jobs
    • GET /Jobs/{jobID}
    • GET /Jobs/new
    • POST /Jobs
    • PATCH /Jobs/{jobID}
Categories
Release Notes

ClickTime 7.86

The release of ClickTime version 7.86 includes enhancements to the Timesheet Review and Person Detail pages. Here’s what’s new in this release:

  1. Timesheet Review – We added an option at the top of the page so you can now easily switch between showing and hiding inactive people. Also, when shown, inactive people are now clearly differentiated from active people.
  2. Person Detail Page – The Billing Rates section is now hidden if your company disabled time billing features. We also now use native browser controls when selecting a division, employment type, or other field that provides a list of options to pick from. This resolves various issues including when the field you clicked on was near the edge of your browser window. Unfortunately, there is a known issue with the Safari browser which we are working on. For now, we recommend using Chrome or Firefox on a Mac.
  3. Project Manager – You can now assign a “project manager” for each of your projects.
  4. Project Detail Page – We restored a link to easily access your extended Project Structure for those organizations who break down projects into phases and sub-phases.
  5. Clients, Budgets and Allocations – A client may not be deleted if any of its associated projects have any Resource Planning or Project Insights data (e.g. monthly budgets, lifetime budgets or monthly allocations).
  6. Bug Fix: Timesheet Review – We fixed an issue for companies using a semi-monthly timesheet model that caused the current and next timesheets to be shown after setting the filter to “Current timesheet.”
  7. Bug Fix: Timesheet Submission Notification – We fixed an issue that prevented submission notification emails from being delivered when multiple email addresses were entered in the “CC” field.
  8. Bug Fix: New Employees – We resolved an issue which prevented new employees from submitting incomplete timesheets after an administrator said it was OK to do so.
  9. Bug Fix: IE 9 – Some UI issues with IE version 9 were resolved for a few reports in the “My Reports” area.
Categories
Release Notes

ClickTime 7.84

The release of ClickTime version 7.84 includes enhancements to Resource Planning, the Timesheet Review and the REST API. Here's what's new in this release:

  1. Resource Planning – We made numerous visual improvements including a redesigned company monthly summary. We also fixed an issue with the "Only Show Exceeded Allocations" filter.
  2. Timesheet Review – We implemented several visual improvements to the new Timesheet Review and fixed an issue that could cause your filters to reset after approving and rejecting timesheets.
  3. Detail Pages – We made various enhancements to the new pages for adding and editing people, clients and projects.
  4. REST API – You can now review, create, edit, delete and search for clients using version 1.3 of the REST API. If you're interested in building your own custom integration with ClickTime, check out our web services documentation.
  5. Change Password – We added an option to "Change my Password" to the Help menu.
  6. Bug Fix: Day View – We fixed an issue that prevented the editing of a timesheet entry when using Project List Controls and a person could enter time against more than 500 clients.