September

September Feature Release

This month, we're thrilled to announce a series of major updates that are set to transform your workflow, making it more efficient, transparent, and highly customizable.

These updates lay the groundwork for some of our upcoming long-term R&D features including Scenario Analysis and Automated Gantt Charts coming in early 2024. We can’t wait for you to see them. 

🔹 Introducing Subphases

We're excited to introduce a game-changing enhancement to our project structure: Subphases. With subphases, you can now achieve unparalleled project flexibility and organization. Break down your projects into even finer-grained components, making it easier than ever to manage complex workflows and projects with multiple layers of detail.

 

For our existing integration customers, we have great news. You can now seamlessly import all levels of your projects, ensuring a smooth transition to this enhanced project structure.

Phases that have subphases nested underneath will have a double diamond to the left of the phase name. A phase without subphases will have a single diamond.

 

 Hovering over the arrow on a subphase will reveal its parent phase.

🔹 Personalizing Your Planner

Enhanced Display Control: Users now have the flexibility to hide Work Categories on the Planner through the Display Settings for a more personalized view.

🔹 Exporting Made Easy

Now offering the ability to export your reports data in CSV format. Reports include: Planned Time, Timesheet, and Workload Report. For a detailed list of export changes, check out our Resource Center.

 

XLS coming soon

Export your work plans straight from the planner  Export your data in CSV format, directly from the header menu. Here you can get a month breakdown.

🔹 Budget Enhancements

Rate Multipliers: Optimize your budget planning with our new Rate Multiplier feature.

Phase Budget Tooltip: We've enhanced the phase tool tip allowing you to get instant detailed insights into your phase budget allocations!

New Phase & Work Category Tooltip: New tooltips to provide essential phase/work category-related information, even if you're not tracking a budget.

🔹 Integrations

Project Row Three-Dot Menu: Additional quick-access features to facilitate project management in our Integrations section.

Projects Filters & Grouping: Enhanced options to filter and group your projects within the Integrations section.

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