- Alignment of tab sequence and labels to: KEY INFO, MILESTONES, TASKS, GANTT (when available), RESOURCES, RATES (dropping the word “service”), PLANNING (when available), EXPENSES, FINANCIALS, BILLING (new label for “funds” tab), PROGRESS, COMMENTS, FILES and of course HISTORY
- Changing “Total Contract Value” to “Total Value” so it can be used to track funds on internal as well as external projects
- Defaulting company from user’s own company, if your organization has more than one company set-up
- Checking valid from for service rates vs. new project start date if project is scheduled earlier
- Updating milestone amounts from changes in service assigned or service rate in same session without reloading browser. Calculation of milestone amounts when service rates are defined in service master and not editable on the project
- Removing “Billing Strategy” from the milestone tab; it is enough to define the billing strategy on the project type setup. Setting milestone amount column as hidden by default for internal projects
- Renaming BILLING tab to BUDGETS for internal projects
- A fix to the color of the alert icons to indicate if an alert has been defined or not
- A fix to placement of tabs including customized screen layouts to hide or rename certain tabs when they fall under the “more” tab option at the far right
- Cosmetic enhancements to the main activity title especially when drilling down to task details
- Allowing users to save grid or table layouts in all other tabs not just TASKS tab
- An option to copy Rates from one project to another as well as propagating or copying rates within the current project either “Down” (from one service to the next within the same billing rate code) or “Across” (from one resource rate code to the next within the same service). Copy rates down when pricing is effectively based on the resource and across when pricing is effectively based on the task or service performed, even for T&M work
- Display of the ratio between the project’s projected and fixed price revenue and the equivalent T&M revenue based on the planned hours multiplied by each person’s resource billing rate if the project was to be delivered on a pure T&M basis. This ratio can be used in turn to adjust or tune the equivalent T&M rates so that the equivalent T&M revenue equates to the project fixed price revenue exactly. This is particular useful if you want to measure a fixed fee project’s revenue performance from week to week based on hours worked; you do this by keeping track of equivalent T&M revenue and margin
- An option to copy the rate code as well as the billing rate from employee master to the project. In this way employee promotions causing a resource to move up to a higher rate code won’t impact pre-existing projects since their old rate code as well as its rate was copied to that project