Version 2.3

This release includes the following new features/updates.

1. New Team Scheduler - see the summary/highlights further down in this release document.
2. Ability to duplicate sections and line items on account documents
   
3. Tables in list views can be resized
   
4. Finance Summary headings are spelt out in full instead of using abbreviations
   
5. Add a "Variance" and "Leave" column to the Company Time Summary

Summary/highlights of the new Scheduler features are indicated below:

• Capacity/Availability in front
• Drag n’ drop functionality
• Ability to add a new task where the is capacity available
• Staff leave indicated on the scheduler

Settings

• Red highlight: This is the default scheduler view (can be changed)
• Split Tasks into Daily Allocations: Will show each daily allocation as a separate card in the overview.   
  

Split tasks into Daily allocations

• Ability to see tasks split up into their daily allocations
  
  

Settings

• Deselecting Tasks from the menu in Settings will show Allocated Hours and Capacity
  
  
  
• Show Collapsed View will show a (collapsed) mini version of the task cards 

Allocated per day

• See how much time is allocated in total, for the day /resource, time tracked and time remaining on the task
• See other resources assigned to the task

Free Capacity

• Monitor free capacity in multiple ways to easily see which resources are available for scheduling

Move Tasks

• Drag & Drop tasks onto another day or another resource
• Switch to the 2 week view for easier scheduling into the next week

New role: Assigned Resource

• In Version 2.2, the task owner was the allocated resource for the task
• In Version 2.3, the task owner now becomes the actual task owner. We've created a new role for "Assigned Resource"  which can be different from the task owner, reflecting the actual user doing the work on the task.

New Lane Views

• 3 new lane views have been added

• Resource Status Lane view

  Allows you to see individual resource task statuses across all jobs.
  Setting you as the Task Owner in the filter (done by default), you can easily track the status of a task, by the individual resource that you’ve allocated.
  In the screenshot, you can clearly see Task 2, that Kevin is Working On, while John has it set On Pause.
  
  

• Owner Lane view
  Quickly get an overview of tasks by a certain Task Owner
  

  
  

   
• Resource Lane view
  Quickly get an overview of tasks assigned to your resources
  

  
  

   

New Task

• We've added a New Task button on hover over of the daily block

Multiple resource allocation

• 1 task can now be assigned to multiple resources
• Each resource can have their own task instruction
• Each resource has their own time allocation

Individual Task Instruction

• Task instructions for each resource are displayed when the user views their task.

Time Tracking when not allocated

• Users that are not assigned to the task but have tracked time on it, will show in the view.
• Can easily be added as an assigned resource or left as is.

Allocated time visible on timesheet

• Time allocated shows in the Time Sheet as a reminder to how much time was to be spent on the task.
• The user will still need to input the actual amount of time when tracking time

User Capacity Profile

• You can now specify Ideal Allocation per day & Extra capacity along with Base Capacity.

Capacity Colour indicators

• Base Capacity is the offset.
  The Capacity Colour Indicators will always calculate with the Base Capacity as the offset.
• Magnetic will not prevent you from over-allocating hours, but warn you using the colour indicators as explained below (Base capacity in the example is set to 8 hours)

Advanced and more intelligent allocation of hours

• Time distribution according to new capacity profile functionality - first available capacity OR evenly
• Manual time allocation if required

Granular control of billing rates on tasks

• Billing Rate rules for Time Tracking
  • No Billing Rate set on the task: Billing Rate is picked up from the User Default Billing Rate.
  • Billing Rate set on the task: it will use the Task Billing Rate when time is tracked on the task.
  • Setting a fixed Billing Rate for the user in Adjust Allocation will force that Billing Rate to be used when time it tracked.

• Magnetic will remember the fixed Billing Rate and lock it, even if it is changed on the task level later.

• Please check that your users has a Default Billing Rate set. 

Unassigned user enhancements

• Unassigned allows you to assign a task to a generic resource type.
• Supports assigning generic resources to opportunities to see the resource impact it will have, without assigning the task to a named resource.

Find a resource

• Magnetic will help you find the right resource with available capacity within the timeframe specified.  

 Click here to view a video showcasing the new scheduler