Changes deployed recently.
Workforce Planning
Work orders can now be scheduled in workforce planning. To enable this, go to Configuration and select Work Orders.
The multi-user scheduling has been improved. When one person is scheduling, other users will see the changes on the timelines in real time.
You can now set the timeframe for display on the timelines. This lets you remove unwanted time slots, such as overnight. Click on the Display First Hour and Display Last Hour setting. These can be adjusted at anytime. These settings do not prevent you from scheduling in off-hours.
The job and resource lists on the left side of the screen have been adjusted to allow more advanced sorting and grouping.
When entering SKILLS for a resource, the system will create TAGS. When you start to enter a new skill, the system will display any matching tags. This is to avoid duplicate skills with minor spelling differences.
The timeline mouse-over pop box now includes more information related to the assignment.
Vendor Time Entry
The time card system has been adjusted to allow time entry for outside vendors and subcontractors. This is useful when you have a T&M subcontractor. This can be setup for one of your employees to enter the time or for the subcontractor to enter time directly...either on the desktop or mobile app.
When "posting" subcontractor timecards there is a reference field where you can add an invoice number or other information to the batch, related to the AP posting.
If you want to make use of this feature contact us for assistance in setting it up.