v3.8: 27 Feb 2020 - Project settings and MYOB integration

The heading gives it away - Projectworks now integrates with MYOB. That means we now integrate with three accounting packages, Xero, Quickbooks and MYOB. We think that's pretty good! However, the part of this release that will be the most noticeable is the changes within the workbench of a project. A new screen has been added, one removed and the menu reorganised. Project Managers, we know you may be slightly disorientated for the first couple of days but we're confident you'll feel at home in no time!

Included in this release:

If you have any feedback or questions please let us know - send an email to support@projectworks.io and one of the team will get back to you pronto.


Project workbench reorganisation

There have been quite a few changes within the project workbench. The changes are largely as a result of introducing a new screen where the various settings for a project can be maintained. We've also made a terminology change - we no longer have entities called modules, we have a budget breakdown, consisting of one or more budget lines. 
The changes within the project workbench are:
  • New settings screen has been added
  • The modules screen has been removed as it was no longer relevant. Use the settings screen to add/edit budgets, and the budget screen for the financial summary of the budget breakdown
  • The entity formerly called a module is now simply called a budget
  • The details screen is now read only
  • The workbench menu has been reorderded with a few name changes

Settings screen

You'll now see a new screen called settings. This is where you go to add and edit the various settings related to your project. The information on the screen has been grouped into general settings, financial settings, invoicing settings, and budget breakdown. The most significant change is you now go here to add and edit your budget (modules in the old school terminology). Any additional information (custom fields) that your company has added to projects will also be maintained from this page.

Note: Note there is a menu on the right hand side so you can quickly jump to the relevant section.


Archiving or un-archiving a project

The mechanism for archiving or un-archiving a project has been changed, and is performed from the project settings screen. A new actions button has been added to the top right of the screen. If a project is active you'll have the option to either archive or delete the project fro the actions button. There are some restrictions on whether a project can be deleted or archived so you won;t be able to do something you shouldn't.

Once a project has been archived, you will have the option to un-archive it from the actions button. You'll need to select the appropriate contractual status to un-archive the project.

Note: A project can only be archived it there is no unbilled timesheet entries (billable projects), future forecasts or future resourcing.


MYOB Integration

Projectworks now integrates with MYOB AccountRight. The integration is set up within the Admin section where you can perform the authentication and mappings to essentially link the two systems. Once successfully connected and the appropriate details mapped, you'll be able to export invoices create in Projectworks through to MYOB and also reconcile payments from MYOB back into Projectworks.
Full documentation for the integration is being finalised and will be added to the Knowledge Base very soon.

People and Project directories updated

These directories can now be grouped and sorted so you can orgainse the data in the way that is most suited for you.Yes, that means you can now see your people grouped into teams, positions or reporting lines and your projects grouped by company, status, project manager or type. The directories can also be sorted.
Both directories now also have a column showing the date of the last timesheet entry (for the project or the person) which we know many people will find useful.

Project time entries - load 250 rows at a time

To help with screen performance we have introduced the "load more" concept to this screen. A maximum of 250 rows will be loaded first and if there is more data available you can scroll to the bottom and click "load more..." to get another 250 rows at a time. 
Note that the Grand Total row at the bottom of the table will only be shown when all data has been loaded (sub totals for groupings will be shown).


All expenses

We have combined the All Expense Claims by Office and All Expense Claims by Person screens into a single screen. The data can be filtered, grouped and sorted based on how you would like the data to be presented. 
Tip: Grouping by "processed" makes it easy to identify the claims that haven't been processed yet.



API and SQL views

There have been a changes made to the API and SQL views to align with changes made in the application.

API

  • Changes to the project create/update endpoints to reflect business logic changes in the web app
  • Changes to the module create/update endpoints to reflect business logic changes in the web app
  • The Fixed Costs option has been removed from the ModuleBudgetType
  • The Allow Self Service with Notifications option has been removed

SQL Views

  • The resourcing views available under the admin login have been updated. The structure is the same but they are following the rate card rules that are enforced in the app. This means the value of resourcing in the SQL views will match the value of resourcing shown in the app..