Download the CMap Winter 2021 Release Pack

Download

Major Time & Materials upgrade 

The "Resourced Time & Materials" and "Pure Time & Materials" fee types have received a major upgrade. Highlights include:

  • A new UI when you come to select the time, expenses & purchases to bill
  • The ability to explicitly write off time
  • The automatic capture of write off / write up entries
  • The ability to credit sales invoices, releasing the associated 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. It's a big leap forward, so we'd recommend watching the movie to get up-to-speed

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

Further Time & Materials Upgrades

There are 3 additional upgrades:

1. A new "Invoicing & WIP Summary" panel will replace the existing "Fee Summary" section at the top of the Invoicing page and introduce extra information, including:

  • A breakdown of the Fee Budget and Additionals Budget
  • A breakdown of the Fees and Additonals invoiced so far
  • The value of Fees already written off
  • The value of WIP

2. New Report Builder fields will enable you to take your WIP and write off reporting to the next level!

This functionality will be added during beta

3. A new "Time based WIP" historic revenue option will be added and calculated as:

Amount recognised = amount of time booked to date — amount written off to date — amount recognised to date

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

Archiving users — Report Builder prompt

If a user owned Report Builder published reports, and had their user account archived without transferring ownership of the reports to someone else first… it meant it was only possible to amend the reports by contacting the Support Team and requesting data work to transfer ownership

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 published reports in one fell swoop

Editions: All
Plans: Pro & Enterprise

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 wanted to view the timesheet notes, you needed to run a separate report e.g. the Project Time & Expense report

To make this slicker, 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

Green indicates the stage has been tagged, white indicates the stage hasn't been tagged

Editions: All
Plans: All

New admin tools 

We've created a few new admin tools that enable you to take greater control within the application. These include:

  • Update Probability—Update the probability value stored against a won project (Editions: non-AEC only)
  • Purchase Invoice Nominal Codes—Update nominal codes to map with finance integrations (Plans: Growth, Pro & Enterprise)
  • Time Off Accrual—A new user figures tool for PTO (Paid Time Off) to ensure accruals are calculated correctly over time

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

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

Download the CMap Winter 2021 Release Pack

Download