[email protected] and [email protected] Version 3.1

[email protected] is pleased to announce that Version 3.1 of [email protected] and [email protected] will be released in December 2007. Version 3.1 continues to build on the significant technical developments of version 3.0 and for the first time includes the option of using a browser to maintain key reference data.

Version 3.1 contains significant additional functionality in a number of areas. In summary this version:

1. Greatly enhances tools for Resource Scheduling, enabling self-scheduling through the PSW.

2. Enables PSW maintenance of Clients, Projects, Tasks, Employees and Analysis through a browser.

3. Greatly extends the flexibility of document routing (Timesheets and Expense Forms) providing ten additional (conditional) steps for Authorisation and Review.

Professional Services Workbench

Employee Diary Maintenance (My Diary) replaces the Allocation Schedule provided in earlier versions of [email protected] Optionally Employees may update their own diaries. Fields in this form are determined by a nominated Budget Profile (see below) and may include Project (and name), Task (and name), Status, Role and Activity Analysis.

Controlled update of Employee Diaries by other Employees will also shortly become available, providing increasingly sophisticated Resource Scheduling through the PSW.

Client, Project, Task, Employee and Analysis record maintenance has been provided through the PSW. Access to specific record types, specific options (Edit, Create, Delete, etc) and specific records is controlled through association of a [email protected] Maintenance User (and thus its security properties) with an Employee.


A new form, Routing Rules, enables the specification of Role-based routing rules for Timesheet Authorisation (and shortly Expense Form Authorisation and Review). These rules can replace specific Employee-based Routing rules on Employee records and Expense Form Type records, though they can also work in conjunction with these. An ‘authoriser’ or ‘reviewer’ may have a role in respect of an Employee, a Company or the System. Up to ten additional (and conditional) routing steps may be specified for authorisation and review, as well as alternatives for re-routing when a specified number of working days have expired.

Transmission Text may now be related to specific documents (specific Timesheet and Expense Form Types) and routing steps (including each of the ten separate additional routing steps).


Routing has been extended so that a Timesheet (and shortly an Expense Form) may have up to ten additional routing steps (each of which may be made conditional on single or summary calculation values) for Authorisation (and, for Expense Forms, for Review).

Budgeting using Budget Types has been replaced by Budget Profiles.

Until now Budgeting has presented a worksheet only for a chosen project, allowing the user to select employees, roles, tasks, analysis, etc., and then to assign times to dates, timesheet or accounting periods. The worksheet does not allow the user to see all allocations for an employee and thus it does not make the scheduling of a single (or group of) employees’ allocations as easy as it might be.

Budget Types have been replaced by Budget Profiles that enable the selection of more than one Project, or Employee, for viewing in the worksheet, so that a group of employees or a group of projects or groups defined in other ways can be selected and then data presented only for them.

Using Budget Profiles a user can show all current allocations for a group of employees and can thus move employees easily between projects to achieve optimal utilisation.

Budget Profiles

Extend Budget Types to Budget Profiles, allowing runtime and fixed parameter selection as an additional step.

Modify the working of Budgeting so that the worksheet shows data for multiple projects.

Enhance the manipulability of data in the worksheet so that blocks of employee time can be moved from one project to another (effectively switching one employee from one project to another).

Enable more than one Budget to be shown at once (tabbed forms for each budget), and enable copying between budgets.

Enable scrolling forwards and backwards through a Budget.

Enable modification of the time period viewed, enabling visibility of an entire project at the click of a button.

Enable modification of the ‘granularity’ of the worksheet from Days to Timesheet Periods to Accounting Periods.