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Mike Savory

Quarterly Product Newsletter Q3, 2023

Table of Contents

I look forward every quarter to sharing with you the updates we’ve made to ClickTime, and my team appreciates your feedback!

I hope your organization benefits from our most recent enhancements, which includes the ability to approve expenses from our mobile apps; helpful new filtering in the Resource Management Dashboard; lots of additional options for creating custom Resource Management reports; and support for the SCIM standard for managing user identities and exchanging data between applications.

We’ll be back next quarter with more! We’d love to hear from you if you have feedback or suggestions. Thank you for your continued support of ClickTime.

Mike Savory
Director of Product Management

Resource Management Dashboard Filters

Resource Management Dashboard Filters

ClickTime’s Resource Management dashboard now supports filtering, so you can focus on the data that helps you take action.

This newest addition to our Resource Management module, the Resource Dashboard, offers a bird-eye view of key metrics like utilization, budget usage, and variance – in real time. Now, with filtering, the Resource Dashboard helps you focus on the segments of business you are responsible for, so you can take decisive action and influence outcomes. To optimize for efficiency, we’ve made filtering universal in Resource Management, so you can transition seamlessly from monitoring business metrics to making adjustments in the “Grid.”

Whether you’re an account manager responsible for a portfolio of clients, a VP looking to maximize utilization in your department, or an exec taking a ten-thousand foot view, the RM dashboard offers the right level of fidelity at the right moment in your workflow.

New BI&A Data Sources

New BI&A Data Sources

If you use BI&A (Business Intelligence and Analytics) to create custom reports in ClickTime, you now have a range of new ways to report on your organization’s resource planning and management.

If you use both BI&A and ClickTime’s Resource Management module, you’ll see new data sources to select from, allowing you to create reports that include monthly and lifetime budget data, monthly time allocations, capacity data, and billing and cost amounts.

The result is more useful resource management reporting for the CFO, people managers, project managers, and others in your organization interested in how project time is planned and used. Check out the ClickTime Help Center for information on how to access and use these new data sources.

Mobile Expense Approvals

Mobile Expense Approvals

Expenses can now be reviewed and approved through ClickTime’s Mobile App, available in iOS and Android stores. Quickly swipe through receipts, make comments if any changes are needed, and approve your employees’ expenses for reimbursement. For more information, please consult our knowledge base.

SCIM Support

SCIM Support

ClickTime now supports user provisioning and identity management with popular identity providers. For ClickTime Enterprise organizations using Okta, OneLogin, or Azure, users can be managed from one centralized platform using SCIM functionality. Employees can be provisioned and deprovisioned for easy onboarding and management of changing workforces.

User properties such as Start Dates and Employment Types can be automatically updated across all applications to minimize manual entry and streamline processes. Using ClickTime’s SCIM integration can increase productivity, enhance security, and ensure compliance. For more information, consult our knowledge base or reach out to our support team.

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