New Feature Alert 
These features are part of the August 2024 Release, available in Sandboxes on August 6. Existing customers' production instances will be automatically upgraded to the version of TaskRay containing these features on August 20; this is when the release will be available on the AppExchange as well.
August 2024 Release
The August 2024 Release is here and introduces Resource Analytics & Forecasting!
Resource Analytics delivers valuable out-of-the-box insights that give you a comprehensive view of your resource utilization. It helps you understand past performance, plan for known future projects, and anticipate potential future workloads.
What you’ll love about Resource Analytics:
- Anticipate future needs by making sure the right talent is available for upcoming projects
- Reduce administrative burden with out-of-the-box utilization reporting, eliminating the need for ongoing maintenance
- User-friendly interface, allowing your team to benefit from reporting immediately
Resource Forecasting goes beyond basic resource management by anticipating future workloads based on your sales pipeline. You’ll be prepared for various scenarios and mitigate resource risks, ensuring you’re always ready for future project demands. Combined with our full resource management suite, it equips you to handle any project confidently.
Resources
For a detailed overview of the packaged components, check out the August 2024 Release Notes.
Documentation of all new features/changes to existing features:
- Resource Analytics
- Forecasting: Overview & Configuration Guide
- Forecasting: User Guide
- Automatically Create Projects with Flow
- TaskRay Create Project from Opportunity Flow
- TaskRay Refresh Forecast Project Flow
- TaskRay Convert Forecast Project on Opportunity Close Flow
- Resource Management: Configuration Guide
- Reports