Release Notes: September 25, 2022

Get your connected projects’ finances 4x faster!

It’s time to leave the old Project Portfolio Report (PPR) behind. Get the full overview of your project finances, including connected projects, with the 4x faster standard report.  

Group the updated PPR by connected projects to compare the financial roll-up of your connected projects to each other, and other projects in your company. The report also includes date range selections and a graph to display your financial data.

Update your Utilization reports’ date range with a single click

When creating and updating your Utilization reports you can now select common date ranges like 'Previous month', 'Current month', 'Year to date' with a single click. Learn how efficiently your resources have been utilized throughout projects and compare them by selecting ‘All Time’.

You can now do expense reporting with Advanced Analytics (AvA)

Get an overview of all your projects' expenses and identify what categories are your main cost and revenue drivers. With AvA, you can create custom reporting using new data fields showing billable vs non-billable expenses to optimize pricing and increase your profits. 

The newly added expense fields are: 

• Expense Name
• Billable
• Approved
• Unit Cost
• Unit Price
• Quantity
• Markup Percentage

Improvements

Add a secondary company contact

• New: You can now add a secondary contact person for your company’s responsibility areas such as  ‘Billing’, ‘Decision Maker’, ‘Onboarding’ and ‘Technical’. Add new people by browsing through your contact list.

Bugs

• Fixed: Tasks couldn't be bulk deleted from the Scoping page after selecting them using shift and hold. 
• Fixed: When using the people filter, the Scoping page search results excluded subtasks.
• Fixed: When selecting and automatically assigning people to multiple tasks on the Scoping page, the word Tundefined was displayed instead of the task name.
• Fixed: Some customers received an error message when attempting to use the Resources page in the Admin panel.
• Fixed: Parent task descriptions were overwritten when a user clicked back from the subtask task modal to the parent task.