A new look project management application was delivered in our Osprey release! This application now includes the added project header information such as resources, rates, financials and progress as TABS rather than having to find the link to show project header data. This is more consistent with our other applications. Project tasks are now displayed in the first TAB.

At the same time we enhanced the project RATES tab to show rates by service, by service and billing rate code combined or just by billing rate code. Billing or pricing by resource alone (not by service) is a new pricing option added to make it easier to maintain billing rates on a project level, but does not allow clients to vary rates according to task or task service (according to what is being delivered). Use billing by service and resource rate code if you need to adjust prices by task or service as well as by resource.

Part of this enhancement included consideration of client projects which are priced by service and rate code when in future they will be only priced by billing rate code (resource). If you open one of these projects you are warned that pricing by service/rate code combination will be deleted and do you want to copy to pricing by rate code alone. If you accept this (you can cancel and modify the project type setting instead to price by service as well as resource) then service pricing for the first service is copied.

We added a feature to download a task (for example a demo or meeting) to your local calendar. The task download to calendar link is available in project tasks, my tasks, my tickets and sales activities.

Finally a FINANCIALS tab was added showing bar-charts of cost and revenue performance, as well as project level costs, revenues, funds. payments and budgets – planned, actual and remaining. Project costs and revenues are automatically rolled up from task costs and revenues while invoices and payments are syn’d up from our billing module. Funds and budgets are maintained at project levels for funds or customer PO’s and at task or project level for cost budgets