Tag: Resource Planning

Categories
Resource Management

ClickTime Version 9.47

ClickTime Version 9.47 includes the following updates:

  • Filtering Resource Management Grid by Project Manager – Project Manager has been added to the Specific Project Filter Popup in Resource Management. Users can quickly filter the grid by projects they manage, or projects someone else manages.
Categories
Release Notes Resource Management Web Services

ClickTime Version 9.46

ClickTime Version 9.46 includes the following updates:

  • Bug Fix – Fixed an issue where the Resource Management grid jittered when the browser zoom was set to less than 100%.
  • Bug Fix – When editing the “Next Timesheet Starts On” field, the chosen date incorrectly reverted to the current day’s date. The field now saves correctly.
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 Web Services

ClickTime Version 9.22

ClickTime Version 9.22 includes the following updates:

  • REST API – Added support for filtering by “Name” to the following endpoints:
    • GET /ExpenseTypes
    • GET /Tasks
  • Bug fix – Fixed a design misalignment of the Resource Planning grid.
  • Bug fix – Fixed an issue causing a forced log out when navigating to the Time Entry Completion page.

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

ClickTime 7.85

The release of ClickTime version 7.85 includes Project Insights along with enhancements to Resource Planning and the Timesheet Review. Here’s what’s new in this release:

  1. Project Insights – The new Project Insights feature provides insights into project and employee performance, and helps you optimize your business for maximum profitability. You’re also able to monitor a project’s profit, costs, and billings in real time.
  2. Resource Planning – We made a few improvements to the company monthly summary.
  3. Detail Pages – We made some visual enhancements to the pages for adding and editing people, clients and projects.
  4. Bug Fix: Timesheet Review – We fixed an issue that caused a person to always get emailed after his/her timesheet was approved rather than respecting the person’s email notification settings.
  5. Bug Fix: Timesheet Review – We fixed an issue with the “clear all” filters link after arriving on the Timesheet Review via a link on your Company Dashboard.
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.
Categories
Release Notes

ClickTime 7.81

The release of ClickTime version 7.81 includes a new page design for adding and editing projects. We also made improvements to Resource Planning and Reports. Here's what's new in this release:

  1. Detail Project – We updated the UI for adding and editing projects. The new UI follows the same look-and-feel of the new "detail person" and "detail client" pages we released earlier this year.
  2. Resource Planning – It's now easier to identify inactive projects and people.
  3. Detail Client – We made several enhancements to the new page for adding and editing clients.
  4. Expense Sheet Approval – We improved the descriptions of your options when attempting to undo the approval of an expense sheet.
  5. Detail Person – We made various enhancements to the new page for adding and editing people.
  6. Single Sign-On (SSO) – The online help documentation about SSO is improved including instructions for configuring custom integration via SAML 2.0.
  7. Bug Fix: Company Dashboard – We fixed an issue with the Company Dashboard’s “Incomplete Time Entry” panel that caused the “all people” option to misbehave for people not configured to approve timesheets.
  8. Bug Fix: People List – A list view of hundreds of people will now continue to sort correctly after quickly changing the sort order several times.
  9. Bug Fix: Incomplete Time Entry Report – The report will only include people with time entry completion requirements.
  10. Bug Fix: Vertical Timesheet Report – Timesheet entries with start/end times for the same date will now sort in chronological order according to the start time.
  11. Week View and Firefox Pinned Tabs – In some instances, using pinned tabs with Firefox and restarting the browser while viewing Week View can result in “ghost entries” appearing when Firefox tries to restore the screen from your previous browser session. We resolved some occurrences of this issue, however, we recommend not using Week View in a pinned Firefox tab. Either use Day View to enter your time, Firefox without pinned tabs or a different browser.
Categories
Release Notes

ClickTime 7.77

The release of ClickTime version 7.77 includes improvements to Resource Planning and Single Sign-On (SSO). Here's what's new in this release:

  1. Resource Planning – We made various enhancements to Resource Planning filters. You may now also enter budgets and run reports for up to two years into the future.
  2. Single Sign-On (SSO) – We enhanced support for additional SAML-based SSO solutions. You can learn more about using SSO with ClickTime.
  3. New Currency Options – We added the Serbian Dinar and Croatian Kuna as currency options. You can now enter your expense items in these currencies. You may also select either of them as your company's primary currency via Company Preferences.
  4. Detail Client – We made several enhancements to the new page for adding and editing clients.
  5. Reporting: Vertical Timesheet – All people are now configured to use the updated version of this report.
  6. Bug Fix: Detail Person – We fixed a display issue that could occur while changing a person's Project Availability settings.