Demo of the New Features

Updating Bulk Prices

From now on you can update resource price definitions based on an import file.

In combination with the capability to export data from Yesplan, this allows you to edit price definitions via another program, like Excel, and then to import them back into Yesplan.

It’s also possible to schedule a price definitions update on a certain date in the future.

Please note that the export file for resources is changed and enriched in Yesplan to support the (new) capabilities of the import file. From now on all price definitions are exported from the resource (each in a separate row), while in the past only the default price definition of a resource was available in the export.

Locations Immediately Visible in Tree View

From now on you can see an abbreviation of the location, in front of the event name, in the various tree views (in the popover, the event inspector and the stand-alone tree view).

As soon as you enter the new field “Abbreviation” for a location it will appear in the tree view. If you prefer not to see an abbreviation of the location in the tree view then you can deactivate this in system preferences.

Moving Event Groups to the Same Location

From now on you can simultaneously move all events that are part of an event group or sub group in the tree view to the same location.

You do this via the action “Edit Group…” in the event group context menu. In the popover that appears you choose the desired new location where all events will be booked. Please note that this currently isn’t possible for an arbitrary selection of events, only for event groups.

Actual Number of Billable Units

If a resource is billed per hour, day, week or month then Yesplan will automatically determine the number of billable units based on the duration of the booking. The billable price will be based on this.

From now on you can set and edit these billable units separately for planned planned times and for actual times. For example, to indicate that a resource that was planned for 4 hours (and appears as such on the offer) and was actually used for 5 hours, only has to be billed for 4.5 hours.

Read all about it in the resources manual.

Diverse Improvements

General

Administration

API and Integrations