Changelog Shoreline 2.3.0
Shoreline v2.3.0 brings significant improvements across planning, work orders, personnel, asset management, defects, and reporting. This release deepens the Gantt chart with resource utilisation visibility and two-level grouping, expands work order intelligence, and adds several quality-of-life improvements across the platform.
Planning and Gantt
Resource utilisation in the Gantt chart
What's new
A new resource utilisation row appears in the timescale header of the Gantt planner, showing how many technician seats are required versus available per time bucket. Cells are colour-coded:
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🟢 Green — required seats are at or below 80% of available capacity
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🟠 Amber — required seats are between 80% and 100% of available capacity
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🔴 Red — required seats exceed what is available, or there is demand but no capacity at all
Wider time cells display both counts as text; narrower cells show colour-coded icons or a single status dot. Hovering over any cell opens a tooltip showing the date, required seat count, and available seat count.
Where to find it
Planning Board → Gantt view → timescale header row.
How to try it
Open the Gantt planner with vessels and work orders configured. Look for the utilisation row inside the timescale header and hover over any cell to see the required vs. available seat counts.
Smarter required personnel calculation
What's new
The required personnel count in the Gantt utilisation row now reflects peak concurrent demand within each time bucket. Sequential work orders that do not overlap no longer have their technician requirements added together — only work orders that are genuinely running at the same time contribute to the count. The number shown is the highest simultaneous demand within the bucket, not a simple total.
Where to find it
Planning Board → Gantt view → utilisation header row.
How to try it
Open the Gantt and compare a week where some work orders run back-to-back versus a week where they genuinely overlap. The required count for sequential work orders will correctly show the peak demand rather than their combined sum.
Personnel availability alongside vessel utilisation
What's new
The Gantt utilisation tooltip now shows both required (derived from the technician count on work orders) and available (derived from vessel rotation schedules and seat capacity) figures side by side in labelled columns. The colour coding of each cell continues to reflect the ratio between these two values.
Where to find it
Planning Board → Gantt view → utilisation header row → hover tooltip.
How to try it
Open a week with work orders and rotation schedules configured. Hover over any utilisation cell and review the required and available seat counts shown in the tooltip.
Two-level grouping in the Gantt
What's new
The Gantt planner now supports a secondary grouping in addition to the existing primary grouping. You can combine any two of the available grouping dimensions — Work Order Plan, Asset, and Type — to create a two-level hierarchy directly in the timeline.
When a secondary grouping is active, each primary group row expands to show secondary group rows beneath it. Each secondary group row displays all of its work orders spread across the timeline as individual bars in a single split row, making it easy to see the full scope and timing at a glance without expanding further. Work orders without a value for the selected grouping dimension are collected under a "No plan", "No asset", or "No type" row as appropriate.
Where to find it
Planning Board → Gantt view → grouping controls in the toolbar. A Group by selector sets the primary grouping and a second selector sets the secondary grouping.
How to try it
Open the Gantt, set the primary grouping to By Type and the secondary grouping to By Asset (or any combination). The timeline will organise work orders first by type, then by asset within each type, with each asset row showing all its work orders on a single split row.
Work order order in the progress dashboard
What's new
The order of work orders in a work plan is now consistently reflected in the work order progress dashboard, matching the sequence defined in the plan.
Where to find it
Work order progress dashboard (accessible from a work plan).
How to try it
Open a work plan with a defined sequence order and compare the sequence displayed in the progress dashboard against the plan order.
Work orders
Bulk set dependencies and dates
What's new
Dependencies and dates can now be set across multiple work orders at once using the bulk action workflow.
Where to find it
Work Orders list → select multiple work orders → bulk action menu.
How to try it
Select multiple work orders from the list, open the bulk action menu, and choose the option to apply dates or dependencies. Confirm the change is reflected across all selected work orders in one step.
Work order status triggered by activity changes
What's new
Work order status now updates automatically when a related activity's status changes, keeping the work order in sync without manual intervention.
Where to find it
Work Orders → any work order with activities attached.
How to try it
Update an activity on a work order to a status that should trigger a work order status change and observe the work order's status update automatically.
Checklist-driven work order progress
What's new
A new toggle on the work order allows progress to be driven automatically by checklist completion rather than manual input. When enabled, the progress percentage is calculated from how many checklist steps have been completed across all checklists on the work order. The toggle is only shown when at least one checklist is attached to the work order.
Where to find it
Work Order modal → progress/completion section → Progress from checklist toggle (visible when checklists are attached).
How to try it
Add a checklist to a work order, enable the Progress from checklist toggle, and complete some checklist steps. Verify that the work order's progress percentage updates in line with checklist completion.
New filters on the work order progress dashboard
What's new
Three new filters have been added to the work order progress dashboard, giving you more precise control over which work orders are shown:
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Status — filter by one or more kanban statuses (e.g. In Backlog, Being Worked On, Finished) to focus on work orders at a particular stage.
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Organization — filter by one or more organisations to narrow the view to work belonging to specific organisational units.
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Date range — select a start and end date to show only work orders that fall within a specific period. The filter covers the full selected days regardless of the time of day the filter is applied.
All three filters work alongside the existing work package and asset filters, and the table updates as soon as a selection is changed.
Where to find it
Dashboard → Work Order Progress widget → filter bar at the top of the widget.
How to try it
Open the Work Order Progress widget on the dashboard. Use the Status dropdown to select one or more kanban statuses, set a Date range to a specific window, and observe the table updating to show only matching work orders. Clear the filters to return to the full view.
Work package export
What's new
Work packages can now be exported.
Where to find it
Work Packages list → export action.
How to try it
Open the Work Packages list and use the export action to download work package data.
Personnel and resource management
Pending status for personnel
What's new
A new Pending status has been added to personnel, sitting alongside the existing Active, On Hold, On Notice, and Inactive statuses. It is intended for people who are in the process of being onboarded or confirmed before becoming fully active. Personnel with Pending status are shown with an amber warning indicator in the Planning Board and resource calendar, and are excluded from active availability counts by default — consistent with how On Hold status is treated.
Where to find it
Personnel modal → Status field; Personnel list → Status column; Planning Board → personnel row warnings.
How to try it
Open a personnel record, set the status to Pending, and verify that an amber warning indicator appears on that person's row in the planning board and that they are excluded from default availability filters.
Personnel status effects on rotations
What's new
Personnel status now correctly affects rotation behaviour and scheduling visibility. Status changes propagate through rotation assignments and availability logic as expected, and permission controls around status changes have been updated to reflect this.
Where to find it
Personnel modal → Status field; Resource Calendar; Planning Board → personnel view.
How to try it
Change a person's status (for example to On Hold or Pending) and review how their rotation assignments and availability are reflected in the resource calendar and planning board.
Rotation filter improvements for single-day ranges
What's new
The personnel rotation filter now works correctly when filtering for a single specific day. Previously, when a user selected the same date for both the start and end of the rotation date range — effectively searching for people with a rotation on one exact day — the filter logic failed to match correctly, returning no results even when matching rotations existed.
The fix ensures that when both filter dates are the same, the overlap check correctly recognises that any rotation covering that calendar day should be included. Additionally, the filter now properly combines the rotation date range with the work package dimension at the same time, so filtering by a single day alongside a work package filter produces accurate results.
Where to find it
Personnel list → filter panel; Resource Calendar → filters; Planning Board → personnel filter.
How to try it
Apply a rotation date filter using the same date for start and end (a single day) alongside a work package filter. Confirm that the results correctly include people who have a rotation covering that exact day within that work package.
Employee ID visible in team view
What's new
Employee ID is now shown as a column in the personnel list within the team view, making it easier to identify and cross-reference staff.
Where to find it
Resources → Teams → select a team → personnel list.
How to try it
Open the team view, navigate to a team, and confirm the Employee ID column is visible in the personnel list.
Last logged in tracked on users
What's new
The last login timestamp is now recorded on each user record, giving administrators better visibility into platform activity.
Where to find it
Admin → User management → user records.
How to try it
Review user records in admin settings to see the Last logged in date for each person.
Asset management
New asset hierarchy and component visualisation
What's new
Asset hierarchy is now available as a dedicated page with a split-panel layout. A collapsible tree panel on the left shows the full hierarchy from Sites down through Assets, Subassemblies, and Components. Selecting any node in the tree updates a detail panel on the right, which shows a paginated table of that node's direct children with columns for name, external ID, type, open defects, and open work orders. Row-level actions allow you to open, edit, create a defect, or create a work order directly from the hierarchy view, subject to your permissions.
Where to find it
Navigation menu → Asset Hierarchy.
How to try it
Open the Asset Hierarchy page, expand a site in the tree to reveal assets and subassemblies, select a node to view its children in the detail table, and use the row actions to open or edit an item.
Defects
Defect overview from all entry points
What's new
A defect overview is now accessible from all locations where a defect can be registered, giving users a consistent view of open defects in context without navigating to a separate defects list.
Where to find it
Work Orders, Activities, Checklists, and Asset views — wherever defects can be registered.
How to try it
Open a work order or activity and check for the defect overview to see all defects registered in that context.
Reporting
Approval-only report permissions
What's new
Report permissions are now more granular. Previously, the ability to approve or reject a report was bundled together with the ability to edit report content and send reports for approval. These are now separated:
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The Manage Reporting permission controls the ability to approve and reject reports.
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The Update Reporting permission controls the ability to edit report content and send a report for approval.
It is now possible to grant someone approval-only access — allowing them to approve and reject reports — without also giving them the ability to edit content or trigger the approval workflow.
Where to find it
Admin → Permission Matrix → Reporting section.
How to try it
Assign a user the Manage Reporting permission without Update Reporting and confirm they can approve and reject reports but cannot edit report content or send for approval.
Fixes and quality improvements
Timeline draft renaming fixed
What's new
A validation bug that prevented renaming timeline drafts has been fixed.
Where to find it
Planning Board → Timeline view → draft management.
How to try it
Open an existing timeline draft and rename it to confirm the save completes without a validation error.
Inventory location save fixed
What's new
A bug where inventory location failed to save correctly on the first attempt — displaying N/A — has been resolved. Additionally, the date picker in the location registration form no longer restricts the selectable date range to today's date after a location is deleted and re-added.
Where to find it
Inventory → item detail → location registration.
How to try it
Create a new inventory item with a location and confirm the location saves correctly on the first attempt. Delete and re-add the location and verify the full date range is selectable in the date picker.