v3.10: 5 Apr 2020 - Project metrics, simplified project types and resourcing API

COVID-19 is gripping the world and it is a challenging time for everyone. We hope you, your family, friends and colleagues are all safe and healthy and are keeping positive. The Projectworks team have all been working from home for the past two weeks and have been very busy, and now have the latest release ready for you.

Stay safe everybody! 

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 types simplified

We think it's good to keep things simple so have combined the two different types of non-billable projects into one. Now projects are created as simply billable or non-billable. Any projects which were previously created as non-billable (internal) or non-billable (sales) have been updated to just be non-billable.
Note: Custom fields are a great for your organisation to apply categorisation to projects. Some customers are already using these on projects for in-depth bespoke reporting. Your Projectworks administrator will be able to setup custom fields. 

Project workbench menu rejig

The project workbench menu has had a wee rejig. The changes include the addition of a new Metrics page with the Recoverability and Margin menus removed (they are now sub pages from within Metrics).

Metrics

Each project now has a Metrics page. It includes a lot of the numbers that were previously on the Details page, but they are now much more prominent - which we think will be of interest. The Metrics page is like a dashboard, providing some high level financial information and metrics. Clicking a widget takes you to the appropriate page within the project.

Widget Description Click through to
Effective earn The effective earn is the value that has been invoiced for the time entries that are included on invoices. Recoverability (sub page of Metrics)
Effective hourly rate The Effective Hourly rate is calculated as:
Value of invoiced time divided by the number of hours effort that has been invoiced
No click through
Invoices issued The total of invoices issued, broken down by accounting code Invoices page
Effort Worked The value worked in timesheets, showing the total invoices as well as the value not invoiced Time Entries page
Margin Shows the margin made from invoices issued, broken down to accounting code Margin (sub page of Metrics)
Time entries & Resourcing Summary of hours worked and future resourcing per person. Includes the first and last timesheet dates for the project and the latest timesheet date for each person Time Entries page
Notes: 
  • Recoverability and Margin screens are now sub pages of Metrics (click on the appropriate tile to access).
  • You will only see widgets for pages you are permission to access.

Details

Most information from the Details page has been removed, it now only shows any data in "custom fields" which your organisation uses. No information has been lost, it's been moved to the Settings and Metrics pages include all the information.


Time - All time entries and my time entries

There has been a small but significant change to the menu, with Timesheet becoming Time. Don't worry, your timesheet is still here and the first page you see when you click this menu. The reason for the change is that we have added new pages to this section:

My Time Entries: Where your can view your time entries for a period of time (including a custom date range) and group the data in a number of ways. The page has also been updated in the person workbench.

All Time Entries: Where you can look at timesheets for all projects you manage, all timesheets for a company, or the time entries for one person. Remember that you can group the data in a number of ways and change the sort order.


Overdue invoices

We've been making updates to the screens in the Invoices section and it's now all but complete. A new "Overdue" screen has been added, which lists all invoices which have been published and are now overdue. To supplement the filters the page can be grouped in a number of ways so you can see the data how you prefer.

You will notice that above the menu we've made it a lot clearer to see when an office/profit centre was last reconciled. The buttons to perform the reconciliation have also been relocated to the top right. These changes are present on each of the pages in the Invoices section 

Notes  For those who manage accounts receivable information you'll be pleased to know the latest AR Comment is now included in the CSV download.

The content of this page has been based of the Debtors screen, with invoices categorised based on how overdue they are. Invoices which are unpaid but not overdue can be seen on the Awaiting Payment screen. 

The Debtors screen will be removed in May 2020.

Executive Dashboard

The revenue target calculations have been updated to factor in accruals. Clicking through to the Finance Forecasting screen will show the amount of the net accrual.

Net revenue = total forecast + net accruals

We want your feedback

A form to provide feedback has been added to the Executive Dashboard. Feedback will create a ticket in our service management tool. We'd really like to hear from people about what information would be useful to include on this page. We will be using this new method for collecting on other pages in the near future. 


API and SQL Views

Resourcing endpoints added to API

To help customers integrate with other systems we have added endpoints to support resourcing. 

Refer to the Swagger definition to see the new endpoints.

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SQL Views updated

The following changes have been included in this release.

[BI].[FactWeeklyCapacity]

New column " AgreementID" has been added

[BI].[FactUserActivity] & [BI].[FactUserResourced]

As a result of simplifying project types, ActivityType returns different values:

Now returns Previously returned
LEAVE LEAVE
BILLABLE BILLABLE
NON-BILLABLE SALES
INTERNAL