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Operating Support site
Merge project into another as new Phase
Create a new Phase from all of the positions in the project that is merged into this bigger project.
Better support for half-day time off plans
Show 50% time off in a best way (which way?) possible so that the allocation doesn’t show up on top of other work, but is deducted.
Planned
Snapshot/Baseline Resource Plans for Reporting
I want to be able to snapshot an initial resource plan as an "original plan" (baseline). This would allow us to report against the original plan even as the current plan evolves, making it easier to track variances and performance against the initial estimate.
Planned
Add Phase Labels to People Timeline
I want to see the phase name next to the project name on the People Timeline. Currently, when a person has multiple allocations for different phases of the same project, the project name just repeats without any indication of which phase it belongs to. Adding phase labels would make it much clearer, similar to how it's shown on the project details and project timeline pages.
Completed
Ability to select Group for open positions
Picture included. It would be helpful if we could indicate the group for which the open position should be chosen from.
Ability to tag (@) people in certain free text fields to trigger a notification
Enable faster collaboration by introducing ability to tag (@) people in certain free text fields to trigger a notification by email (alternatively a task/notification feed). E.g. in free text fields as: Project Level Description Position Notes
Completed
Plan tasks in allocations
I want to have the possibility to add the tasks under an allocation so that I can understand better the planned vs actuals of each individuals and adjust more precisely the allocations.
Completed
Add Export Functionality for Planned vs. Actual Reports
I’d like to be able to export the Planned vs Actual reports for both people and projects by week so I can share this data with team members who are not in Operating, e.g.: For the month of January week by week, planned vs actual hours for each team member, both overall and by project, so I can share with their development leads For the month of January week by week, planned vs. actual hours for each project, both overall and by person, so I can share with the engagement lead I can export time entries for projects or for people but would need to do significant data manipulation to get the same results that are in the Planned vs Actual reports.
Tool to Migrate Allocations Between Projects for Renewals
I need a built-in tool or wizard to 'migrate' resource allocations from one project to a new project (e.g., a renewal project) at either a role level or a role and person level. This is critical for managing annual managed service renewals and long-range capacity planning, as merging projects is not a viable solution because it causes the loss of the ability to track different rates, efficiencies, and project profitability on renewals.
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.
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.
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.
In Progress
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.
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.
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 :)
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.
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.
Completed
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.
Completed
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.
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.