v3.7: 30 Jan 2020 - New create project flow
The shining light in this release is a streamlined process for creating new projects. It's something we're really happy with as it simplified the flow for adding new projects as well as removing some confusion about the various pieces of data.
There are also quite a few little things that have been fixed up, but you probably won;t even notice that.
Included in this release:
- A reworked, streamlined process for creating projects (you can create a project and work breakdown on one screen)
- A number of terminology changes to make things clearer
- New option for calculating utilisation
- The Invoices section now has an awaiting payment screen, listing all issued invoices which are unpaid (it's a simplified version of the Debtors screen)
- There are no changes to the API or SQL views
If you have any feedback or questions please let us know - send an email to firstname.lastname@example.org and one of the team will get back to you pronto.
New streamlined flow for creating projects
We're confident this is a change that anyone who creates a project will be very happy with.
You can now create a project, complete with a work breakdown structure (modules and timecodes) from one screen. It’s also been rationalised so you need to enter less data, with the supporting meta data (such as currency, account manager etc) being populated based on appropriate default values from the office and company the project is for. Don’t worry though, you can still see and review any of the meta data on the details page of the project once created.
The amended terminology will also make it clearer what type of project is being created and what the contractual status is. Click the “+ New” button and select Project to see the changes.
As we continue to evolve the product we are altering some of the wording and terminology used. Release 3.7 includes a few changes that you’re sure to notice.
Clients and Client Manager becomes Companies and Account Manager
Clients, customers and accounts are frequently interchangeable terms. For some people, they refer to Bob as their customer, not the name of the company he works for. We’ve settled on renaming clients to companies, which will be most noticeable in the main navigation but of course flows through all screens.A related change is the renaming of client manager to account manager, which you’ll notice in the filters on screens and reports.
- Clients >> Companies
- Client Manager >> Account Manager
We’ve made it clearer whether a project is treated as Billable or Non-Billable. There are no functionality changes and all utilisation metrics are unchanged. You’ll notice this change when creating or editing a project as well as in the filters throughout the screens and reports.
- Internal >> Non-billable (Internal)
- Sales >> Non-bilalble (Sales)
Project Statuses are now Contractual Statuses
The Project Status label was a bit misleading and caused some confusion. It didn’t include many options and didn’t necessarily represent the various stages a project may be in. We’ve made the purpose of this a lot clearer – it is now the contractual status of the project, essentially signed or unsigned. You’ll notice this change when creating or editing a project as well as in the filters throughout the screens and reports.
- In Progress >> Signed
- Committed >> Unsigned (committed)
- Opportunity >> Unsigned (opportunity)
Tip, You could set up a Project Status custom field to track the lifecycle of a project, with that information being available for reporting.
Invoices awaiting payment (new screen)
The Invoices section has been bolstered with a new page listing all issues invoices which are awaiting payment. It's a simplified version of the Debtors screen (which remains), listing each unpaid invoice. The data can be filtered, sorted and grouped so you can easily manage your unpaid invoices.
All people who can currently access the Debtors screen will be able to see the awaiting payments screen.
Utilisation calculation now has two options
A second option for calculating utilisation has been added to the Utilisation report and the utilisation screen for each person.
You now have the ability to choose whether the utilisation is calculated against a person’s total capacity, or if it is calculated against capacity after leave is deducted. Toggle the “Include Leave in Capacity” option to change the calculation method.
API and SQL views
There have been no changes to the API or SQL views in this release.
The terminology changes hasn’t changed the structure or naming within the API endpoints or the SQL views.