Enhancements to Resources booking chart
View color coded by time and booking type information in one view, additional color coding options for booking types and default types of time, view time period information directly on the chart, other enhancements.

Display appropriate booking value in booking grid regardless of booking period
View bookings in booking grid regardless of the booking period the bookings were created in.

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Varying currencies for historical loaded costs
Select a different currency for user historical loaded costs.

Form permissions for "Own Proxy" form
Apply form permissions to the Own Proxy form.

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New "Proxy action" filter for detail reports
Filter report results in detail reports for items that require approvals to only those that involve a proxy action.

Additional filtering options for the Pending billings and Pending recognition reports
Filter Pending Billings and Pending Recognition reports on project controlled custom fields and the "Billing code" field.

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Enhancements to Resources booking chart
We are pleased to announce that we have made several enhancements to the Resources booking chart to allow for resource managers to more effectively staff resources. For companies that leverage the booking chart on a daily basis, these enhancements will allow for better visibility into resources based on multiple criteria and improved customization capabilities. An improved user interface will enable an easier and more efficient experience in gaining the necessary visibility to make staffing decisions.

In upcoming releases, we will continue to improve the booking chart capabilities to further enhance resource management needs.

New booking chart type merging color coded by time and color coded by booking type charts:
With this release, we have added a new chart type that captures information from the existing "Color coded by time" and "Color coded by booking type" charts into one view. For companies leveraging booking types to distinguish between different types of time (e.g. Confirmed or Requested), the ability to visually see the different booking types a resource is booked to is helpful for resource managers to effectively staff resources or forecast for available resources.

To view the new "Color coded by time and booking type" chart, navigate to Resources > Bookings > Chart. From the dropdown on the upper left of the form, select the new chart "Color coded by time and booking type". If a booking has been created for a resource without a booking type designated, the booking will be displayed as gray.

Additional color coding options available for booking types and default types of time:
As part of our resource booking chart enhancements, additional color coding options for booking types have been added to the previous seven colors in color palette format. One color can be assigned to one booking type. Also, for additional flexibility, if a desired color is not displayed in the color palette, users can choose to enter the hex color code in the "Hex" field. These additional color coding options will also be applied to the existing "Color coded by time" and "Color coded by booking type" charts.

In addition, we have added the ability for users to change the colors that represent default types of time such as Available, Time off, Holiday, and Unavailable. We recognize that companies often use colors that differ from the default colors to denote different types of time. For example, "Holiday" time for a company can be represented by the color yellow, however, the default is green.

To modify the color coding for a booking type or default time, navigate to the "Settings" form and under the "Booking type color codes" and "Chart color keys" sections, click on the color icon for the color to change and select a different color from the color palette or enter the hex color code.

View time period information directly on the chart:
Often times resource managers will configure a certain time period for viewing bookings for a group of resources. If managing different groups or departments that work on different projects, it is beneficial for resource managers to be able to quickly customize the start date or viewing period of the booking chart. With this release, we have added the ability to view time period information directly on the chart for quicker customization of the bookings view.

To expose the time period information, navigate to the "Settings" form and check the option "Show time period on chart". and Save. Click on the "Chart" link and change the starting date of the chart and/or the period and duration if necessary. If enabled, the time period information will be visible in all chart types.

Other resource booking chart enhancements:

• For companies that have the need to leverage more than seven booking types to assign booked time, the number of available booking types to color code has been expanded to include up to 30 booking types. Each booking type can be distinguished by a different color.
  
  
• If users wish to only view the new "Color coded by time and booking type" chart or do not have the need to view other chart types, users can now choose to hide the chart view dropdown from the main chart page. This dropdown allows users to toggle between different chart types from the chart page. To hide the dropdown, navigate to the "Settings" form and check the option "Hide chart view dropdown on chart" and Save.
  
  
• Current advanced filtering capabilities found in the bookings list view can now be exposed directly onto the chart as well. To view advanced filtering, navigate to the "Settings" form and check the option "Enable advanced filtering" and Save. This causes a new dropdown to display on the chart. The default is All. You can select Create filter, which opens a popup window to allow configuration of the advanced filter for the booking chart. Additional fields for filtering have been added including resource profile types, tag group fields and additional resource fields. Note: If advanced filtering is enabled, the default filters located in the "Settings" form will be overridden.

1. Navigate to Resources > Bookings > Grid.
2. Click on the "Settings" link and in the "Options" section, check the option "Consolidate booking by day totals into each cell (dynamic grid only)" and Save.

1. User with the appropriate role privileges navigate to Administration > Global Settings > Users > [select a user] > Cost.
2. In the "Historical hourly costs" section, enter the date range, hourly cost value and under the "Currency" dropdown, select the appropriate currency.
3. Click Save.

1. Navigate to Dashboard/Message Board > "Log in as..."
2. Click on the "Modify the form permissions" link in "Hints" section, make the desired changes, and click Save.

1. Users with the appropriate role privileges navigate to Reports >Detail and select a report for an item that requires approvals (e.g. Timesheets, Expenses).
2. Scroll down to the "Options" section.
3. For the "Proxy action" filter, click the "Create" link.
4. Select either "Submitted by Proxy" or "Approved by Proxy". Click OK.
5. Run the report.