Download the CMap Winter 2021 Release Pack

Download

New Beta process

The CMap Winter 2021 release sees the launch of our new Beta process

Previously, Beta users were required to login to a separate environment. Now, approved Beta users automatically gain access to Beta features when the Beta period is opened—much simpler!

It's important to remember that Beta runs on your LIVE database—it is not a “test” environment. Anything you do in Beta, you do "for real" in your live database

Happy Beta-ing!

Major Time & Materials upgrade 

The "Resourced Time & Materials" and "Pure Time & Materials" fee types have received major upgrades. These include:

  • A new UI when you come to select the time and expenses transactions to bill
  • The ability to explicitly write off time
  • The ability to recognise revenue based on write-offs
  • The ability to credit invoices and release the time & expenses transactions for re-billing
  • The ability to re-charge purchase invoices (previously not possible with Pure Time & Materials)

These updates greatly improve the robustness of these fee types!

Editions: All (except AEC)
Plans: Growth, Pro & Enterprise

Watch Film

New admin tools 

We have created a number of new admin tools that enable you to take greater control within the application. These include:

  • Update the probability of won projects—the ability to retrospectively update the probability value that was saved at the point the pipeline project was converted to a live project (Editions: non-AEC only)
  • Update the won date of stages—the ability to update the win date that is automatically captured on the date the stage is set to 100% probability (Editions: AEC only)
  • Update nominal codes to map with finance integrations—the ability to control the nominal codes in use for your finance integration, saving you the need to contact Support
  • Update user figures for PTO (Paid Time Off)—the ability to refine changes that impact how time off accruals are calculated for the user

N.B. Ensure that the relevant Security Group(s) have been assigned permissions to access these tools in order to access them

Editions: All (unless otherwise stated above)
Plans: All

Archiving users — Report Builder prompt 

Best practice was that a user would transfer ownership of their Report Builder reports before they left and had their user account archived. Of course, this left open the possibility that a user account would be archived whilst still retaining ownership of reports, making it tricky to make any edits to the reports

To prevent this scenario from happening, we're introducing a new prompt—at the point where you archive a user account—that enables you to reassign ownership of reports in one fell swoop

Editions: All
Plans: Pro & Enterprise

Watch Film

New Stage Breakdown bookmarks for AEC 

We're introducing 3 new Stage Breakdown bookmarks for users of the AEC Edition

The new options—based on popular and highly consistent feedback—give you greater precision around the way information is presented on your sales invoices

Read the Knowledge Base Guide to find out more

Editions: AEC only
Plans: Growth, Pro & Enterprise

Timesheet notes in Time Charge invoicing

When you invoiced a "Time Charge" stage in AEC, you saw a breakdown of the timesheet entries that were available to be billed—however, if you want to view the notes that had been included on the timesheet entries, you need to run a separate report e.g. the Project Time & Expense report

To make this process slicker and smoother, a "notes" icon is now included next to timesheet entries on the invoicing page—with the ability to hover-over the icon to read the text contained in the note

Editions: AEC Only
Plans: Growth, Pro & Enterprise

Adding new Fee Estimator roles — days/hours toggle

We introduced the ability to toggle managing rate cards in days or hours back in Spring 2021

However, there was one place where the former "hourly-only" approach still existed—when you added a new fee-earning role using the "Fee Estimator Roles" finance tool

Now, when you add a new role, the handy prompt that enables you to update existing rate cards to avoid zero-value timesheet entries will also toggle between hourly rates and day rates

Editions: All
Plans: All

Stage Tags color-coding

There was no obvious way of determining if a stage had a Stage Tag applied to it, or not

To make this easier to understand, we've added subtle color-coding to the functionality that will enable you to see—at a glance—if a stage does or doesn't have a Stage Tag

Editions: All
Plans: All

Download the CMap Winter 2021 Release Pack

Download