Pinned
Completed
Profitability: Personnel costs and project expenses
Add typical personnel costs + per-hour subcontractor costs. Add one-time expenses to projects. The goal is to get operational-level project & account profitability from the plans and actuals.
Matti Parviainen 12 months ago
Feature Request
Pinned
Completed
Profitability: Personnel costs and project expenses
Add typical personnel costs + per-hour subcontractor costs. Add one-time expenses to projects. The goal is to get operational-level project & account profitability from the plans and actuals.
Matti Parviainen 12 months ago
Feature Request
Add '% Allocated' and 'Actual vs. Planned Hours %' to Project List View
I want to add two metrics to the project list view, mainly because we use fixed price projects: 1) '% allocated' so we can see if our project managers have added a realistic amount of allocations. 2) 'actual versus planned hours to date %' so we can easily see which projects are over and underspending.
Darren Barker 3 days ago
Feature Request
Add '% Allocated' and 'Actual vs. Planned Hours %' to Project List View
I want to add two metrics to the project list view, mainly because we use fixed price projects: 1) '% allocated' so we can see if our project managers have added a realistic amount of allocations. 2) 'actual versus planned hours to date %' so we can easily see which projects are over and underspending.
Darren Barker 3 days ago
Feature Request
Filter projects by "Over Budget" status
I want a precise filter in the project list that allows me to filter and view only projects that are currently over budget. This would help me quickly identify and address projects exceeding their financial or hourly targets without having to check reports or individual project views.
Darren Barker 15 days ago
Feature Request
Filter projects by "Over Budget" status
I want a precise filter in the project list that allows me to filter and view only projects that are currently over budget. This would help me quickly identify and address projects exceeding their financial or hourly targets without having to check reports or individual project views.
Darren Barker 15 days ago
Feature Request
Ability to export data to Excel
We are often exporting data to Excel. It would improve and simplify our work, if we can export directly to Excel.
SAPE | Sanne Petersen 16 days ago
Feature Request
Ability to export data to Excel
We are often exporting data to Excel. It would improve and simplify our work, if we can export directly to Excel.
SAPE | Sanne Petersen 16 days ago
Feature Request
Planned
Include expense pictures (=receipts) in Invoice
Pictures can be uploaded to an expense and are accessible via the expense on the specific project. Unfortunately, it seems that the pictures/receipts are not captured in the invoice. The receipts are required documentation that we need to provide to our clients.
SAPE | Sanne Petersen 16 days ago
Feature Request
Planned
Include expense pictures (=receipts) in Invoice
Pictures can be uploaded to an expense and are accessible via the expense on the specific project. Unfortunately, it seems that the pictures/receipts are not captured in the invoice. The receipts are required documentation that we need to provide to our clients.
SAPE | Sanne Petersen 16 days ago
Feature Request
Dynamic Timesheet Compliance Flag (90% Threshold)
I want a dynamic flag created based on time entries and a person's working hours. This flag would assess whether a person has 'accounted for 90% or more time' in a specific period (e.g., last 7 days, last 30 days). With this flag, I could filter all reports to identify people who haven't submitted timesheets and need chasing, or identify people who are 'safe' to include in utilization reporting.
Darren Barker 17 days ago
Feature Request
Dynamic Timesheet Compliance Flag (90% Threshold)
I want a dynamic flag created based on time entries and a person's working hours. This flag would assess whether a person has 'accounted for 90% or more time' in a specific period (e.g., last 7 days, last 30 days). With this flag, I could filter all reports to identify people who haven't submitted timesheets and need chasing, or identify people who are 'safe' to include in utilization reporting.
Darren Barker 17 days ago
Feature Request
Completed
Ability to Select Timeline Start Date to be "Dynamic | Today's Date"
Picture included. When looking at the timeline view, it would be helpful to be able to select Timeline Start Date to be Today’s date, or alternative be the first Monday of the existing week". A lot of scrolling is taken place daily :)
DOEN | Dortea Engelund About 1 month ago
Feature Request
Completed
Ability to Select Timeline Start Date to be "Dynamic | Today's Date"
Picture included. When looking at the timeline view, it would be helpful to be able to select Timeline Start Date to be Today’s date, or alternative be the first Monday of the existing week". A lot of scrolling is taken place daily :)
DOEN | Dortea Engelund About 1 month ago
Feature Request
Planned
API for inviting new users to an organization
I want to be able to invite new people to join our organization through an API. This is important for automating user onboarding and management processes.
GICA | Gianluca Carlini About 1 month ago
Feature Request
Planned
API for inviting new users to an organization
I want to be able to invite new people to join our organization through an API. This is important for automating user onboarding and management processes.
GICA | Gianluca Carlini About 1 month ago
Feature Request
Change Project Financials Rate Calculation from Hourly to Daily
As a user, I want to be able to change the rate calculation for project financials from hourly to daily. This would make the finance department's life a lot easier when managing project budgets and billing. The current system only allows for hourly rates, but our projects are often billed on a daily basis. Having this flexibility is crucial for our financial workflow.
Annabel Breu About 2 months ago
Feature Request
Change Project Financials Rate Calculation from Hourly to Daily
As a user, I want to be able to change the rate calculation for project financials from hourly to daily. This would make the finance department's life a lot easier when managing project budgets and billing. The current system only allows for hourly rates, but our projects are often billed on a daily basis. Having this flexibility is crucial for our financial workflow.
Annabel Breu About 2 months ago
Feature Request
Admin capability to unlock a user's timesheet
As an admin, I want to be able to unlock a user's timesheet for a specific period if they have locked it in error. This would allow the user to correct their own mistakes, rather than placing the responsibility on the admin to fix the errors. I recognize there are risks with this functionality, but it would be a helpful option.
Darren Barker About 2 months ago
Feature Request
Admin capability to unlock a user's timesheet
As an admin, I want to be able to unlock a user's timesheet for a specific period if they have locked it in error. This would allow the user to correct their own mistakes, rather than placing the responsibility on the admin to fix the errors. I recognize there are risks with this functionality, but it would be a helpful option.
Darren Barker About 2 months ago
Feature Request
Search by Unique Project ID in Universal Search
As a user, I want the ability to use the universal search feature in the beta view to find projects by inputting their unique project ID. This would allow for much faster project lookup and navigation when I already have a specific project identifier.
Darren Barker About 2 months ago
Feature Request
Search by Unique Project ID in Universal Search
As a user, I want the ability to use the universal search feature in the beta view to find projects by inputting their unique project ID. This would allow for much faster project lookup and navigation when I already have a specific project identifier.
Darren Barker About 2 months ago
Feature Request
Filter ability for "Last Month", "Next Month" as in full complete months
User Story As an Allocation Manager, I want to be able to able to filter on full months in the past and future, so that I can report on and provide forecasting for full months with ease Acceptance Criteria Ability to filter directly for “Last Month” and “Next Month” Ability to filter directly for “Last Quarter” and “Next Quarter” Ability to filter directly for “Last Year” Ability to filter directly for “Last Fiscal Year” In essence; previous XX days is likely always middle in months.
DOEN | Dortea Engelund About 2 months ago
Feature Request
Filter ability for "Last Month", "Next Month" as in full complete months
User Story As an Allocation Manager, I want to be able to able to filter on full months in the past and future, so that I can report on and provide forecasting for full months with ease Acceptance Criteria Ability to filter directly for “Last Month” and “Next Month” Ability to filter directly for “Last Quarter” and “Next Quarter” Ability to filter directly for “Last Year” Ability to filter directly for “Last Fiscal Year” In essence; previous XX days is likely always middle in months.
DOEN | Dortea Engelund About 2 months ago
Feature Request
Budget don't transfer to Harvest
When confirming the project in Operating and creating in Harvest, the budget value do not transfer to Harvest.
DOEN | Dortea Engelund About 2 months ago
Bug Reports
Budget don't transfer to Harvest
When confirming the project in Operating and creating in Harvest, the budget value do not transfer to Harvest.
DOEN | Dortea Engelund About 2 months ago
Bug Reports
Planned
"Projects for me" filter should apply to the user whose timesheet is being edited
When a user, such as a Personal Assistant, is in the 'Hours' section and submitting a timesheet on behalf of another person, the 'Projects for me' filter should display the projects assigned to the person for whom the timesheet is being filled out, rather than the projects of the assistant who is performing the action. This would make the feature more useful and efficient for administrative staff who manage timesheets for multiple users.
Darren Barker About 2 months ago
Feature Request
Planned
"Projects for me" filter should apply to the user whose timesheet is being edited
When a user, such as a Personal Assistant, is in the 'Hours' section and submitting a timesheet on behalf of another person, the 'Projects for me' filter should display the projects assigned to the person for whom the timesheet is being filled out, rather than the projects of the assistant who is performing the action. This would make the feature more useful and efficient for administrative staff who manage timesheets for multiple users.
Darren Barker About 2 months ago
Feature Request
Make 'Unarchive' button in Timeline functional or remove it to avoid confusion
When viewing archived projects in the Timeline's People view, there is an 'unarchive' button that is disabled and not clickable. This is confusing because the button is visible but cannot be used. The button should either be removed from this view to avoid confusion, or it should be made functional to allow unarchiving directly from the Timeline, which would be more efficient than having to go to the Project Directory.
Annabel Breu About 2 months ago
Feature Request
Make 'Unarchive' button in Timeline functional or remove it to avoid confusion
When viewing archived projects in the Timeline's People view, there is an 'unarchive' button that is disabled and not clickable. This is confusing because the button is visible but cannot be used. The button should either be removed from this view to avoid confusion, or it should be made functional to allow unarchiving directly from the Timeline, which would be more efficient than having to go to the Project Directory.
Annabel Breu About 2 months ago
Feature Request
Completed
Filter for Project Owner to include Secondary Owner
When I filter for a project owner, I want the results to include projects where the selected person is either the primary project owner or the secondary owner. We use Hubspot, so our project owner is the deal negotiator, and the secondary owner is responsible for delivering the project. This feature would allow us to see all projects a person is involved in, both from a sales and a delivery perspective, in a single view.
Darren Barker 2 months ago
Feature Request
Completed
Filter for Project Owner to include Secondary Owner
When I filter for a project owner, I want the results to include projects where the selected person is either the primary project owner or the secondary owner. We use Hubspot, so our project owner is the deal negotiator, and the secondary owner is responsible for delivering the project. This feature would allow us to see all projects a person is involved in, both from a sales and a delivery perspective, in a single view.
Darren Barker 2 months ago
Feature Request
Completed
Bulk Archive Projects
I want to be able to bulk archive projects, similar to the existing bulk delete functionality in the directory. I think this would be a very useful feature.
Darren Barker 2 months ago
Feature Request
Completed
Bulk Archive Projects
I want to be able to bulk archive projects, similar to the existing bulk delete functionality in the directory. I think this would be a very useful feature.
Darren Barker 2 months ago
Feature Request
PO Number & Invoicing Details Notes
User Story As a Project Manager, I want to insert information about the invoicing process incl. PO Number so that the information is accurately and clearly available for the invoicing responsible when it is time to invoice Acceptance Criteria Ability to insert client PO Number in a designated field to leave no reason to doubt Ability to insert notes in free text field with information related to invoicing e.g. Email(s) to project sponsor or procurement department Free text summary of agreements with sponsor e.g. overspend of 5% accepted Changes made to the project like change requests Apply links to agreements with sponsor Ability to insert link to the SoW / contract / Work Order from internal system outside of Operating See Mock-Up
DOEN | Dortea Engelund 2 months ago
Feature Request
PO Number & Invoicing Details Notes
User Story As a Project Manager, I want to insert information about the invoicing process incl. PO Number so that the information is accurately and clearly available for the invoicing responsible when it is time to invoice Acceptance Criteria Ability to insert client PO Number in a designated field to leave no reason to doubt Ability to insert notes in free text field with information related to invoicing e.g. Email(s) to project sponsor or procurement department Free text summary of agreements with sponsor e.g. overspend of 5% accepted Changes made to the project like change requests Apply links to agreements with sponsor Ability to insert link to the SoW / contract / Work Order from internal system outside of Operating See Mock-Up
DOEN | Dortea Engelund 2 months ago
Feature Request
In Progress
Introduce Budget Oversight at a Glance with essential numbers
User Story As a Project Manager, I want to stay on top of my budget and have essential values ready at all times so that timely and accurate metrics can be communicated with my client without having to do calculations Acceptance Criteria: Ability to see Total Budget Ability to see Budget Remaining to date - all time registrations to date, invoiced or not (Amount and %) Ability to see the projected over or underspend (Amount and %) - color coding if under / over spend ideal Ability to see the total amount of expenses Ability to see the un-invoiced amount See Mock-Up
DOEN | Dortea Engelund 2 months ago
High Priority
Feature Request
In Progress
Introduce Budget Oversight at a Glance with essential numbers
User Story As a Project Manager, I want to stay on top of my budget and have essential values ready at all times so that timely and accurate metrics can be communicated with my client without having to do calculations Acceptance Criteria: Ability to see Total Budget Ability to see Budget Remaining to date - all time registrations to date, invoiced or not (Amount and %) Ability to see the projected over or underspend (Amount and %) - color coding if under / over spend ideal Ability to see the total amount of expenses Ability to see the un-invoiced amount See Mock-Up
DOEN | Dortea Engelund 2 months ago
High Priority
Feature Request
Planned
More sophisticated time tracking Tasks
Task management in Settings is very basic. Let’s take it to 2.0: bulk edit tasks set task as project-specific (not available for other projects, never cluttering list views that show shared tasks) see in which projects each task is available and used filter the task list (text match) and sort by name to find if a similarly named task already exists optional: configure defaults: always use these tasks [e.g. for billable client projects] optional: require tasks to be set in order to track time to a project (currently if no tasks are set, you may still track time to the project without a task) allow editable ext_task external references to be used (e.g. upload / push tasks over API from another system)
Matti Parviainen 3 months ago
Feature Request
Planned
More sophisticated time tracking Tasks
Task management in Settings is very basic. Let’s take it to 2.0: bulk edit tasks set task as project-specific (not available for other projects, never cluttering list views that show shared tasks) see in which projects each task is available and used filter the task list (text match) and sort by name to find if a similarly named task already exists optional: configure defaults: always use these tasks [e.g. for billable client projects] optional: require tasks to be set in order to track time to a project (currently if no tasks are set, you may still track time to the project without a task) allow editable ext_task external references to be used (e.g. upload / push tasks over API from another system)
Matti Parviainen 3 months ago
Feature Request