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The first phase of Writing Off Time—which went live in Winter 2021—now becomes "Detailed" write offs i.e. where you decide how you're going to manage your WIP balance at the individual timesheet transaction level
This new—and final—phase of Writing Off Time, known as "Simple" write offs, enables you to manage overall values rather than going down to the individual timesheet transaction level i.e. there's an overall WIP value, and you can key in the value you'd like to write off and bill
We've also introduced the ability to do "ad hoc" write offs—only available on "Simple"—as well as tightening up controls around revenue and project closure
Editions: All (except AEC)
Plans: Growth, Pro & Enterprise
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One of the most consistent pieces of feedback we received from AEC customers could be paraphrased as: "improve how externals are managed"
Which is why we've developed a complete overhaul of the "Expenses & Externals Schedule", giving you a new tool to add externals—including the ability to apply them across multiple stages in one fell swoop—, and a new way to view them in the schedule itself e.g. grouping them by stage
This is a huge leap forward in usability and practicality!
Editions: AEC only
Plans: All
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CMap, as standard, previously "thought" in terms of having 2 separate fees that combined to create an overall fee to the client:
Your fee + externals fee(s) = overall client fee
The new "Fee Inclusive" billing type enables you to work in a new way—setting an overall fee for the client, from which both your fee and the fees for externals are managed
e.g. If the client fee is £100,000 and the fee for externals is £60,000, this results in a net fee of £40,000
It also opens up a major new use case: being able to set "contingencies".
Editions: AEC only
Plans: All
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Previously, you could create a "Default Dashboard" for a Security Group and use the "Refresh Dashboard" feature to push the latest default dashboard out to everyone in that group—which was good, but not great
To make it truly great we needed to introduce the ability to centrally administer multi-page dashboards e.g. configuring your "C-suite" Security Group to have dedicated dashboard pages for "Sales", "Project Performance", "Finance", "People Management", etc., etc
That's now a reality
Editions: All
Plans: All (custom dashboard boxes available on Pro & Enterprise)
Previously, some fields were editable in the grids but others weren't—namely custom fields.
As part of this upgrade, we've made custom fields editable in the grids. But it doesn't end there
We conducted a review of the standard fields that weren't editable, and we've made those editable too—within reason e.g. you won't be able to update the "Budget Total" value in the Projects grid, as that's calculated from the set-up of the project's Fee Estimator
Editions: All
Plans: All
We've made some changes to the Time Off Summary report to make sure the values are correct
The introduction of Paid Time Off (PTO) caused some issues, as the report had to handle 2 different ways of working. These have been rectified now, so the report will report the values you need irrespective of whether you're using PTO or not
Editions: All
Plans: All
We're tidying up the logic behind some of the time off data, which will enable you to go further on time off reporting in Report Builder
There are also some tweaks we need to make to the handling of accruals data for clients using Paid Time Off (PTO)
Editions: All
Plans: Pro & Enterprise
The AEC Story So Far only included the future values for won stages ... apart from for externals, where it included those costs irrespective of whether the stage was won or not
We've changed the logic to bring it inline with everything else, so future externals costs are only factored in on stages set to 100% probability
Editions: AEC only
Plans: All
We've made a couple of terminology changes based on popular client feedback. These are:
Editions: All
Plans: All