Releases

Everything shipped in Skills Workflow, newest version first. Use the filters to narrow to improvements, change requests or fixes, or search across every entry.

The list is refreshed each time the documentation is deployed.

26.25.02 entries

• Improvement

  Add 12h/24h Timeline Format Toggle in Standard Resource Scheduler

  What's new

  • 12h/24h Time Format Option Added to the Resource Scheduler
  • Users can now switch between 12-hour and 24-hour time formats directly from the three-dot menu in the Resource Scheduler.

  
  

  How it works

  • Open the three-dot menu in the Resource Scheduler and select the preferred time format.
  • In 12-hour format, hour labels are displayed from 12 AM–11 PM.
  • In 24-hour format, hour labels are displayed from 00–23.
  • The selected time format remains consistent when switching between scheduler views or refreshing the page.

  
  

  Benefit

  • This gives users greater flexibility to view the Resource Scheduler in their preferred time format, making scheduling and interpreting time slots easier and more intuitive.
• Improvement

  Resource Scheduler keeps reservation description and priority on edit

  What's new

  • When an existing reservation is opened for editing in Resource Scheduler, the Description field now shows the saved text and the Priority selector now shows the current priority.

  How it works

  • In the reservation editor, Description loads the value already stored on the reservation instead of opening empty.
  • In the same editor, Priority highlights the reservation's current Low, Medium, or High value.
  • Users can change either value and save the reservation, and the updated selection is kept when the reservation is reopened.

  Benefit

  • Users can review and update existing reservations without having to remember or re-enter values that were already set.

26.251 entry

• Change request

  PDF and video annotations are now supported

  What's new

  • Annotations can now be added to PDF files and videos. This makes it possible to review content with page-level or frame-level feedback instead of relying on external notes.

  How it works

  • Annotation support is available in the Annotations area and applies to uploaded PDF and video files. For PDFs, each page can be reviewed individually and its approval status is stored separately. The approval flow now supports multiple states within the same file so approved and rejected pages can coexist in one document.

  Benefit

  • Reviewers can leave feedback directly on the content they are checking, which makes multi-page reviews easier to follow and reduces confusion when a single file contains mixed results.

  
  

  More details here: https://documentation.skillsworkflow.com/docs/customization/annotations

25.33.05 entries

• Improvement

  Filter Typologies by Rate Card in Budget Quotations

  What’s new

  • A new setting has been added to restrict typologies displayed in Estimate rate cards to only those configured in the client’s active Rate Table. This prevents irrelevant typologies from appearing and reduces the risk of incorrect selections.

  How it works

  • A new FilterTypologyGroupsByRateCard setting is available at the Estimate Job Type level. When enabled and a Rate Card is defined for the Estimate, only the typologies present in that Rate Card Table will be displayed in the Estimate quotation view.
  • Typologies not included in the Rate Card are hidden, ensuring that users only select valid, billable typologies.

  Benefit

  • This feature streamlines the budgeting process, improves data consistency, and reduces the likelihood of errors or pricing inconsistencies by guiding users to only select typologies with valid rates.
• Improvement

  Discounts Apply to Totals in Estimate Resources

  What’s new

  • A new enhancement has been added to the Resources section of Estimate Quotes: applying a Discount % or fixed Discount now affects the Total Sell Value and Total Income.
  • Previously, discounts could be entered but were not applied to totals.

  How it works

  • When a discount is entered for a resource, the system recalculates the Unit Price Income.
  • The Total Sell Value and Total Income fields now update automatically to reflect the applied discount.

  Benefit

  • This enhancement allows users to apply discounts directly to resources in Estimate Quotes and see accurate totals, improving pricing transparency and making budget planning more precise.
• Improvement

  Automatic Transfer of Contracted Hours from Estimate to Job

  What’s New

  • A new workflow action has been introduced to ensure that the planned hours from budget deliverables are correctly transferred to the corresponding Jobs, just like it already happens with Projects. Two new actions are now available:
    • CreateJobPlannedHoursFromEstimateItemDetails
    • DeleteJobPlannedHoursFromEstimateItemDetails.

  How It Works

  • When the CreateJobPlannedHoursFromEstimateItemDetails action is configured in the Estimate workflow, the planned hours defined in the estimate deliverables are automatically sent to the associated Job.
  • If needed, the DeleteJobPlannedHoursFromEstimateItemDetails action can be used to remove this synchronization.
  • These actions can be configured at any workflow transition where it is necessary to update the Job planning based on the Estimate. The process runs automatically and does not interfere with the existing planned hours management flow.

  Benefit

  • This feature ensures full alignment between Estimate and Jobs, maintaining data consistency and eliminating manual updates — while preserving control over planned hours within the defined workflow.
• Improvement

  Editable Unit Income Field in Estimate Resources Section

  What’s New

  • The Unit Income field in the Resources section of the Estimate is now editable, allowing users to directly adjust the value being sold to the client without relying solely on discount fields.

  How It Works

  • Users can now manually edit the Unit Income value in the Resources grid. When this value is changed, the system automatically recalculates and updates the Discount and Discount % fields to reflect the difference between the Unit Cost and the Unit Income.
  • Conversely, when users edit the Discount or Discount %, the Unit Income will adjust accordingly, while the Cost Total remains unaffected.

  Benefit

  • This enhancement gives users greater flexibility and control over pricing during the budgeting process, simplifying adjustments and ensuring that discounts and income values remain consistent and transparent.
• Improvement

  Visual Indication for Focused Cell in Editable Grids

  What’s new

  • A visual indicator has been added to highlight the currently focused cell in grids with inline editing, improving navigation and editing accuracy.

  How it works

  • When inline editing is enabled, the focused cell is now highlighted with a light border or background, making it visible without being overly emphasized.
  • Users can see which cell is active while editing or navigating with the keyboard.
  • The indicator updates as the user moves between cells using keyboard arrows or mouse selection.

  Benefit

  • This feature improves usability in editable grids, reducing errors and making it easier for users to track their current position while editing data inline.

25.32.03 entries

• Fix

  Timesheets Now Respect Correct Local Date in Scheduler

  What’s new

  • A fix has been implemented to ensure that timesheets created from the Scheduler or other workspaces are now correctly recorded on the intended day, resolving issues caused by timezone misalignment.

  How it works

  • Previously, when confirming hours in the Scheduler, timesheets were occasionally recorded on the previous day instead of the selected day. This occurred due to incorrect conversion from UTC to local time. With the fix, all timesheet entries now correctly reflect the local date, whether created from the Scheduler workspace or Timesheet Scheduler respecting daily workloads in any other workspace.

  Benefit

  • This correction ensures accurate tracking of hours and prevents confusion or errors caused by timesheets being assigned to the wrong date, improving reliability and trust in the system’s time reporting.
• Improvement

  Enhancements to the Job Feed – Improved Filtering, Mentions, and File Handling

  What’s new

  • The Job Feed has been enhanced to provide a more complete and reliable collaboration experience. Following the implementation of "Enable Filtering by Stages in Feed Section", several improvements and fixes have been made to ensure smoother interaction, better traceability, and more accurate filtering.

  How it works

  • The feed has been refined to address previously identified issues:
    • Mentions are now fully functional, allowing users to tag teammates seamlessly.
    • Search is now case-sensitive, improving precision in finding relevant posts.
    • End date changes are now captured correctly, regardless of whether they’re made through the feed icon or directly within the feed.
    • The “Edited” filter now displays edits made both to main posts and to replies.
    • Images dragged directly into posts are now automatically attached to the Files section, ensuring all files remain properly stored and accessible.

  Benefit

  • These updates make the Job Feed more consistent, interactive, and efficient for daily collaboration. Users can now easily track changes, tag colleagues, and manage attachments — all within a more reliable and structured workspace.
• Fix

  Display All Default Team Users in Job Creation Popup

  What’s new

  • The Job creation popup has been updated to display all users configured in the default teams, removing the previous limitation that only showed up to 20 users.

  How it works

  • Previously, when creating a new Job, the popup would only show the first 20 users in a default team, even if more users were configured in that department. After job creation, all users appeared correctly in the team, but the incomplete display caused confusion.

  With this update, the popup now displays all users assigned to the default teams, providing full visibility during the creation process.

  Benefit

  • This enhancement improves clarity and usability by ensuring that users can see the full team at the moment of Job creation, preventing misunderstandings and reducing unnecessary support requests related to perceived configuration issues.

25.31.02 entries

• Improvement

  Only Active Rate Cards Suggested When Creating Estimates

  What’s new

  • The logic for suggesting client rate cards during estimate creation has been improved to ensure that only active rate tables are automatically suggested.

  How it works

  • Previously, when creating a new estimate, the system could suggest a client rate card even if it was inactive, which could lead to errors or outdated values being applied. With this update, the system now only suggests active rate cards. If no active rate card is available, the field will remain empty, requiring the user to select the appropriate rate card manually.

  Benefit

  • This adjustment prevents the use of outdated or inactive rate cards, ensuring more accurate and reliable budgeting data while giving users full control when no valid rate card exists.
• Improvement

  User Color Coding in My Scheduler

  What’s new

  • A new User Color Coding option has been added to make it easier to visually differentiate between users in the My Scheduler workspace. Each user can now be assigned a unique color, which will be displayed across their assignments in the weekly agenda view.

  How it works

  • A new Color field is now available in the User Profile configuration. Administrators can assign a distinct color to each user, similar to how colors are already defined for Job Types. When multiple users are selected in the My Scheduler workspace, their assignments will be displayed using their designated color, allowing for clear visual identification.

  Benefit

  • This enhancement improves clarity and usability in team scheduling by making it immediately visible which tasks belong to which user. It reduces confusion, enhances coordination, and brings the same intuitive color-coded visibility already available in platforms like TeamUp.

25.30.03 entries

• Fix

  Removed executors no longer re-added when task end date is changed via schedule

  What’s new

  • A fix has been implemented to prevent previously removed executors from being automatically re-added to a task when the End Date is changed through the Resources > Schedule view.

  How it works

  • Previously, when a user who had workloads assigned to a task was removed as executor, extending the task’s End Date through the schedule view caused that user to be automatically reassigned. Now, the system ensures that only currently active executors remain assigned when a task date is adjusted. Removed users will no longer be re-added, even if workloads were previously defined.

  Benefit

  • This fix ensures better control over task ownership and prevents unintended workload or assignment reactivation, resulting in cleaner and more accurate task management across the scheduling module.
• Improvement

  Display current month’s Actual Hours in Project Planned Hours module

  What’s new

  • The Project Planned Hours module has been improved to display the current month’s Actual Hours, even if the month has not yet ended.

  How it works

  • Previously, the Actual Hours column only showed data for completed months, excluding the ongoing month. With this update, the system now includes the current month’s recorded timesheet hours in the Actual Hours view. Corresponding totals in Actual, Forecast, and Actual Totals are also updated to reflect this behavior.

  Benefit

  • This enhancement provides project managers with a more accurate and up-to-date overview of project performance, allowing better tracking and forecasting of hours throughout the current month.
• Improvement

  Prevent duplicate entries when importing Rate Cards

  What’s new

  • The rate card import process has been enhanced to prevent the creation of duplicate lines when the same Company – Department – Typology Group – Market combination already exists.

  How it works

  • Previously, when importing rate cards, the system would create duplicate entries if identical combinations were found, unlike the manual creation process, which correctly displayed an error. With this update, during import, if an existing line with the same combination is detected, the system will update the existing record instead of creating a new one.

  Benefit

  • This improvement ensures data consistency and prevents unnecessary duplication in rate card records, resulting in cleaner data management and a more efficient import process.

25.29.03 entries

• Improvement

  Implementation of Hour Bank

  What’s new

  • A new Hour Bank feature has been introduced, creating a synergy between the Timesheets and Leaves modules. This allows administrators to define a specific Leave Type (e.g., Hour Bank) where the balance is automatically updated based on the number of extra hours allocated (hours above the minimum defined for the user).

  How it works

  • Administrators can configure a Leave Type to function as an Hour Bank.
  • When users log hours above their minimum, those hours are added to the Hour Bank balance.
  • Users are required to provide a reason for all extra hours.
  • In the Scheduler, totals now display the Hour Bank leave type with respective hours per day.
  • In Approval, the grid shows totals with the Hour Bank leave type per user group. Days with exceeding hours are also visually highlighted.
  • When an approver approves hours, the system automatically updates the Hour Bank leave type balance according to the approved extra hours.
  • The configuration must be done at multiple levels, including Leaves, Approval, and Timesheet entries. To activate the feature, it should be requested and configured with the assistance of the consulting team.

  Benefit

  This feature provides a streamlined and transparent way to manage overtime by directly linking it to a leave balance. It reduces manual adjustments, ensures compliance, and gives both employees and managers clearer visibility into the accumulation and usage of extra hours.

• Improvement

  Configurable Mandatory Fields in Billing Client Creation

  What’s new

  • Previously, when creating a Billing Client, only the fields Name and Company were required. However, since not all clients operate the same way, there was a need to enforce additional fields (e.g., TaxPayerNumber) as mandatory during creation.

  How it works

  • Through the creation parameters, it is now possible to define which available fields must be mandatory when creating a billing client.
  • For example, administrators can configure the system so that fields like TaxPayerNumber (or others) are required at creation.
  • This ensures flexibility to adapt the billing client setup to different business or regulatory needs.

  Benefit

  This enhancement gives organizations more control and consistency over billing client data by ensuring that all required information is collected during creation, reducing errors and improving compliance.

• Improvement

  Default Job Completion Time Based on Company Workday End

  What’s new

  • A new feature allows the default completion time for a job to be automatically set according to the company’s workday end time. By default, this is set to 6:00 PM, but users can adjust it as needed when creating or editing a job.

  How it works

  • A new setting called UseWorkdayEndTimeInJobAgreedDate is available in the Company configuration.
  • If enabled, the Job Agreed Date will inherit the hours and minutes from the company’s WorkdayEndTime defined in the Configuration.
  • Users can still manually adjust the time for individual jobs if required.

  Benefit

  This feature ensures consistency across jobs by defaulting the completion time to the company’s standard end-of-day, while still allowing flexibility for manual adjustments, improving scheduling efficiency and reducing errors.

  
  

25.28.02 entries

• Improvement

  Support for Creating Ziflow Proofs Directly from Box Files

  What’s new

  • The integration between Skills, Box, and Ziflow has been improved to make the proofing process more efficient. It is now possible to select files stored in Box directly from the Proofing workspace and create proofs in Ziflow without the need for manual downloads and uploads.

  How it works

  • A new option allows users to create a proof in Ziflow directly from Box files.
  • When creating the proof, the system automatically sends the related Job information to Ziflow, including Client, Project, and Job details.
  • From the Proofing workspace, users can now select files saved in Box, create the proof, and manage the entire approval process in one streamlined flow.
  • This functionality is supported by an automation that enables the integration between Skills and Ziflow. To make it available, it must be requested and configured with the support team.

  Benefit

  • This enhancement eliminates the need for manual file handling, reducing errors and saving time. By managing proof creation and approvals directly from Box within Skills, users can streamline workflows and achieve greater efficiency.

  
  

• Improvement

  Expense Order Field for Improved Integration with External Systems

  What’s new

  • An adjustment has been made to Expenses to improve integration with external systems such as Primavera. A new Order field has been introduced, allowing the sending order in Skills to match the order in connected systems.

  How it works

  • A configurable Order field is now available for expense items.
  • To make it available, the field must be added via configuration in the Document Member workspace.
  • If assistance is needed, please contact the consulting team.
  • Once configured, the field allows defining a clear order for expenses, ensuring consistent visibility between Skills and third-party systems (e.g., Primavera).

  Benefit

  This improvement ensures greater reliability and consistency in integrations, preventing discrepancies in expense order and enabling smoother data exchange with financial systems.

25.27.01 entry

• Improvement

  Improved Tracking of User Role History

  What’s new

  • An adjustment has been made to the user role history. The Roles tab now provides a clearer record of each role’s active periods, including start and end dates depending on the user’s status (active or inactive).

  How it works

  • When a user is deactivated, the current role automatically receives an end date in the history.
  • When a user is activated, a new entry is created in the role history with the start date of the new role, without an end date.
  • If a deactivated user is later reactivated, a new entry is added to the history, indicating the new active period.
  • The start and end dates are automatically suggested by the system, but can still be manually adjusted if needed.

  Benefit

  • This adjustment ensures that user role history is more complete and transparent, making it easier to track activity periods and ensuring consistent records over time.

25.26.02 entries

• Improvement

  Resource Availability Visualization in Resource Scheduler

  What’s new

  • Managing resource availability across teams can be challenging, especially when balancing multiple shifts and time zones. To make scheduling more intuitive and reduce the risk of overbooking, the Resource Scheduler workspace now visually represents each resource’s available capacity with a thin green bar across their timeline.

  How it works

  • The green bar reflects the resource’s available hours, based on their shift timings (entry and exit) defined in their profile.
  • When a task is assigned to a resource, the green bar disappears for the occupied time slot, leaving only the unassigned (available) periods visible.
  • This visual representation updates in real-time, allowing schedulers to see available capacity at a glance and make informed allocation decisions.

  Benefit

  • Schedulers gain a clear, immediate view of resource availability, helping them assign tasks efficiently, avoid conflicts, and better manage team workloads.
• Improvement

  Briefing Templates Now Available in Job Creation Workspace

  What’s new

  • The use of briefing templates — already available in the standard job creation — has now been added to the new job creation workspace. These templates support the completion of briefings, ensuring that initial information is consistent and well-structured.

  How it works

  • In the document description section, a combo box is available to select the desired briefing template. Once selected, the template content is automatically inserted into the job description and can be adjusted as needed.

  Benefit

  • This enhancement ensures a consistent experience between standard creation and the workspace, bringing greater speed and uniformity to briefing completion.

25.25.02 entries

• Change request

  Tag Management Improvements

  What’s new

  • Adjustments have been made to tags to resolve an issue where removed tags were still appearing associated with users, causing confusion. Tags now have a new property: active/inactive. Inactive tags retain old associations but cannot be linked to new documents or users.

  How it works

  • Tags can only be deleted once all active associations with documents or users have been removed. If a user attempts to delete a tag that still has active associations, the system will display a clear message explaining why the deletion is not allowed.

  Benefit

  • This improvement ensures accurate tag management, prevents confusion from lingering associations, and provides a transparent workflow for deleting or deactivating tags.
• Fix

  Profile Photo Deletion Without UserWrite Role

  What’s new

  • Users can now delete their own profile photo without requiring the UserWrite role.

  How it works

  • The system allows a user to remove their profile photo directly. Uploading and deleting a photo now follow the same permission logic, so no additional role is needed.

  Benefit

  • Simplifies profile management and provides a consistent, user-friendly experience, removing unnecessary permission barriers.

25.24.02 entries

• Improvement

  Bulk Contract Association in Project List Workspace

  What’s new

  • A new bulk association feature has been added to the Project workspace within a commercial client.

  How it works

  • It is now possible to select multiple projects at once and associate them with a contract in bulk. This avoids the need to update each project individually.

  Benefit

  • This improvement makes it easier and faster to ensure that projects are correctly linked to their corresponding contracts, reducing manual effort and potential inconsistencies.
• Improvement

  Automated Integration Between Purchase Orders and Project Planned Cost

  What’s new

  • A new integration has been introduced between Purchase Orders (PO) and the Planned Costs tab in Skills. Previously, users had to manually update realized costs after finalizing a PO, which increased the risk of errors and reduced data reliability.

  How it works

  • When a PO reaches the status Approved/Finalized, the system will automatically reflect the corresponding realized cost in the Planned Costs tab. The realized cost is allocated to the same period (month/year) in which the PO was finalized.
  • If no line exists for that supplier, the system will add or update it accordingly. This is powered by a new workflow action: RealPlannedCost, which updates the project’s PlannedCost.

  Benefit

  • This automation ensures greater accuracy, efficiency, and reliability in managing the alignment between planned vs. realized costs, removing the need for manual updates by users.

25.23.02 entries

• Improvement

  Bulk Role Association to Transitions

  What’s new

  • It was identified that associating roles to transitions required a manual process, one by one, after importing transitions. This made the configuration time-consuming and inefficient.

  How it works

  • A new bulk action has been added to the transitions list, allowing roles to be associated with multiple transitions simultaneously.

  Benefit

  • This enhancement makes the configuration process faster, more efficient, and less error-prone, especially for clients who need to manage large sets of transitions and role associations.
• Improvement

  Tag Support for Query Document Type

  What’s new

  • It is now possible to add tags to the Query document type.

  How it works

  • Tags can be created and associated directly with Query documents. They can be used to organize, categorize, and quickly search for queries. Multiple tags can be applied to a single document, allowing more flexible filtering.

  Benefit

  • This enhancement improves organization and discoverability of Query documents, making it easier for users to classify and retrieve information efficiently.

25.22.01 entry

• Improvement

  Automatic Unlock for Users Logging Hours from Scheduler Workspace

  What’s new

  • Until now, users who logged hours from the Scheduler workspace remained blocked in Skills, and the only way to unblock them was manually through the Timesheets workspace.

  How it works

  • The same logic that already existed in Timesheets has been extended to the Scheduler: If a user is blocked, they will be automatically unblocked when they log their hours, whether from the Scheduler or the Timesheet.

  Benefit

  • This improvement removes the need for manual intervention, ensuring a smoother and more consistent experience for users entering hours across different workspaces.

25.21.02 entries

• Improvement

  Unit Income with Tax in Quotation Details

  What’s new

  • A new column called “Unit Income with Tax” has been added to the quotation details.

  How it works

  • Previously, only the total “Income with Tax” was available, which made it difficult to analyze items with multiple repetitions. The new column displays the final unit value (with tax) per item, calculated as:
    • Unit Income with VAT ÷ Number of Repetitions

  Benefit

  • This improvement allows users to clearly see the unit selling price including tax for each item, especially in proposals that involve multiple executions/repetitions of the same service.
• Improvement

  Timesheet Approval Type per Client/Company

  What's new

  • Previously, the timesheet approval type was configured in a generic way at the client level, not allowing variations per client/company. This caused inconsistencies whenever a client was serviced by more than one company, as different organizational structures often required different approval flows.

  How it works now

  • The timesheet approval type is now configurable at the client/company level.

  This means that each client or company can have its own customized approval model, such as:

  • Single approval
  • Double approval
  • Approval by user responsible
  • Other tailored approval flows

  Benefit

  • This enhancement provides greater flexibility and accuracy in timesheet approval processes, ensuring that approval flows are aligned with each client’s or company’s organizational structure.

  
  

25.20.01 entry

• Improvement

  Validation of Maximum Weekly Administrative Percentage

  What's new

  • A new validation has been introduced for the “Maximum Weekly Administrative Percentage” field in the user profile.

  How it works

  • Default value = 0
    • If kept at 0, the user will be able to log any amount of administrative hours without restrictions.
  • Value set > 0
    • When the user enters hours in the timesheet, the system will calculate the percentage of administrative hours for that week using the formula:

  weeklyAdministrativeMinutes ÷ ( weeklyTotalMinutes + weeklyLeavesMinutes )

  • If the percentage of administrative hours exceeds the value set in the user profile, an error message will be displayed and the hours will not be added.

  Benefit

  • This validation ensures greater control over the allocation of administrative hours, preventing inconsistencies in weekly timesheet reporting.

25.19.02 entries

• Fix

  Fix in Excel Export – Date Format in Reports

  A bug has been fixed in the Excel export of reports, where date fields were no longer being exported with the correct format in the "Data" sheet. Previously, users had to manually adjust the column formatting in Excel to view the dates properly.

  With this fix, date fields are now exported in the correct format directly from Skills, ensuring consistency and saving time during report analysis.

• Improvement

  New Maintenance Feature – Bulk Import Table for User–Client Associations

  A new import table is now available to quickly assign or remove users from commercial clients using an Excel sheet.

  This feature can be accessed via the advanced options in the Users workspace, and is only available to users with maintenance permissions.

  It enables faster and more efficient management of user–client relationships, ideal for teams with high turnover or large account structures.

25.18.02 entries

• Fix

  Fix in Briefing Template Selection in the Document Creation Popup

  A bug has been fixed in the document creation popup that prevented scrolling through the list of templates when selecting a briefing template. Previously, users were unable to scroll vertically or search for a specific template, and the only workaround was to zoom out in the browser—disrupting the user experience.

  With this fix, the template list is now scrollable as expected, making the document creation process more seamless and user-friendly.

• Fix

  Team Management Improvement: Inactive Users Removed from Automatic Suggestions

  An improvement has been made to the automatic team assignment logic in activities. Previously, when adding a team to an activity, the system could automatically suggest inactive users, as long as they were plannable and met the criteria for auto-assignment — even though they wouldn't appear in name-based searches.

  With this fix, inactive users are now excluded from automatic suggestions, ensuring more consistent and accurate team assignment and reducing confusion during planning.

25.17.03 entries

• Fix

  Fix in Comment Notification Logic

  A bug has been fixed in the notification system. Previously, when replying to a comment or adding an emoji, users were incorrectly receiving a notification about their own action. This erroneous notification has been removed to ensure users are only notified of interactions made by others.
• Improvement

  Improved Visibility of the "No. of Repetitions" Field in Recurring Estimates

  In the Estimates module, whenever the "occurrence" flag is enabled, the "No. of repetitions" field is now fixed and always visible in the list of deliverables.

  While this field was already mandatory, it was not always clearly displayed, which could cause confusion during data entry.

  This improvement makes the process more intuitive and transparent for users.

• Fix

  Fix for Navigation Between Estimates

  A bug has been fixed that caused errors when using the navigation icons to move between estimates. This issue previously prevented smooth navigation. With this fix, the navigation between estimates now works as expected.

25.16.02 entries

• Improvement

  Estimates: New “Approved” Total in Deliverables

  A new totalizer has been added to the Quotes section in the Estimates module.

  • It is now possible to quickly see the total value of approved deliverables within a quote.
  • This new value appears in the Deliverables section of the Quotes tab, under the label “Approved”.

  This enhancement improves visibility over what has already been approved in each estimate, helping teams track progress and approval status more effectively.

• Fix

  Resource Planning: Workload Retention After User Removal

  An improvement has been made in the Resource Planning module to ensure more accurate and reliable Planned vs. Consumed workload analysis across dashboards and reports.

  Previously, when a user was removed from a Job’s assignees, any associated workload was also deleted.

  From this version on, the workload will no longer be removed. Instead:

  • The workload bar remains visible in the resource area, now shown with transparency.
  • The same workload can also be reviewed in the Agenda workspace.
  • A tooltip on the workload bar clearly indicates that the user is no longer part of the job’s team.

  This ensures consistency in planning data and avoids the loss of historical workload information.

  To remove the workload manually, users must do so directly in the Resource area by opening the edit popup for that workload and setting the value to zero. Once updated, the transparent bar will be removed from the user.

  This change ensures better data continuity while still giving full control to manually clean up workloads when needed.

  
  

25.15.02 entries

• Change request

  Improved Image Approval and Rejection Workflow with Feed Integration

  An update has been made to enhance the image approval and rejection process, ensuring full traceability via the document feed.

  When an image is approved or rejected, a post is automatically generated in the document’s feed. If the image is rejected with comments, those comments are now also included in the feed post, providing clear context for the decision.

  This update improves transparency and communication between users involved in the review process.

• Change request

  Automatic Restriction on Job Creation for Blocked Projects and Clients

  A new validation has been implemented to prevent the creation of Jobs when a Project or Client is blocked.

  Previously, this validation only applied to Jobs created directly from the Project. The creation of sub-jobs or duplicated jobs could still bypass the block, unless a specific system setting was enabled.

  From now on, whenever a Project or Client is blocked, the system will automatically prevent job creation at all levels, including:

  • Creating new jobs manually
  • Duplicating existing jobs
  • Creating sub-jobs

  If attempted, the user will receive an appropriate error message, ensuring consistency and preventing unintended activity creation under restricted entities.

25.14.01 entry

• Fix

  Automatic Refresh After Changes in Preview Mode

  We’ve improved the experience when editing documents via the preview popup.

  Previously, changes (such as status updates) were not immediately reflected in the main list — requiring users to refresh the page manually. With this new improvement, the list now updates automatically after actions taken in the preview popup, such as job stage changes.

  This behavior has been implemented in key views like Jobs, and the solution is now ready to be extended quickly to other areas upon request.

25.13.01 entry

• Improvement

  Briefing Templates by Project Type

  To help standardize project creation and ensure the right information is collected from the beginning, we’ve expanded the briefing template functionality.

  It is now possible to associate briefing templates with project types — not just with jobs. This allows different templates to be automatically applied based on the project type, streamlining the briefing process and improving consistency across teams.

25.121 entry

• Improvement

  New Image Approval Workflow

  A new image approval feature has been introduced to bring structure and traceability to creative validation processes.

  With this new functionality, teams can now:

  • Upload images directly in the feed
  • View images in a gallery or fullscreen modal
  • Approve or Reject images, optionally adding comments
  • Access a full approval history, including who approved/rejected and when
  • Automatically register all actions in the document feed, ensuring transparency

  This new flow improves collaboration, accountability, and clarity in the creative approval process.

25.11.04 entries

• Improvement

  Improved Rate Card Configuration with Company, Division, and Department Scope

  The Rate Card table has been enhanced to support more accurate and flexible configurations in environments where Typology Groups are shared across multiple companies.

  Previously, Typology Groups were associated using a simple list, without the ability to distinguish between different companies, divisions, or departments. This created ambiguity and potential errors when applying rates in more complex organizational structures.

  To resolve this, the simple list has been replaced with an association table that includes the following fields:

  • Company
  • Division
  • Department
  • Typology Group

  How it works:

  • If Company, Division, and Department fields are left empty, the rate applies globally to all.
  • If values are defined, the system applies the rate specifically based on the selected scope.

  This update ensures better control over rate application while maintaining compatibility with shared typology group setups.

  
  

• Improvement

  Enhanced Typology Group Selection and Rate Matching per Company in Estimates

  A new feature has been introduced to improve how Typology Groups and rates are applied across shared company structures in Estimates and Rate Cards.

  Typology Group Selection in Estimates

  • When creating or editing an Estimate where the Estimate Company (e.g., Agency 1) is not the main company of a Typology Group but is listed under its Companies tab, the group is now correctly shown in the selection grid.
  • The select box displays all valid combinations, including departments from Agency 1, 2, and 3, if they are associated with the group.

  Rate Matching Logic in Estimates

  • If the Rate Card table contains only one entry for a Typology Group with empty Company, Division, and Department fields, the rate is considered global and applied to all companies.
  • If the Rate Card table includes specific combinations per company/division/department, the estimate will use the matching rate based on the Estimate’s configuration.

  This update ensures more accurate and flexible application of rates in multi-company environments while maintaining backward compatibility for simpler setups.

• Fix

  Improved Annotation Editing Experience in Video Viewer

  A usability issue has been addressed in the video annotation feature, where users perceived that only the last annotation was saved, leading to confusion and frustration.

  This happened because clicking on an annotation automatically entered edit mode, and switching to another annotation without explicitly closing or saving the current one caused the interface to remain locked in the previous edit. Although all annotations were correctly stored, they were not immediately visible or accessible.

  To improve the user experience, the system now shows a warning when the user tries to leave an annotation in edit mode without saving or closing it.

  This ensures that no changes are unintentionally lost and provides a clearer, more reliable editing experience.

• Improvement

  Feed Locking on Blocked Documents

  A new configuration option has been added to the Blocked action in workflow transitions: the "comment" parameter. When this parameter is enabled, the feed section of the document is locked once the transition is executed.

  From that moment on, users can no longer add comments, replies, or edit existing messages. The system will display an alert indicating that the document is blocked.

  This functionality can be applied to any type of document, ensuring no further communication occurs after the item is finalized or intentionally closed.

  To unlock the feed, the same logic applies: simply add the "comment" parameter to the Unblock action in the transition. This will restore the ability to interact with the feed.

25.10.03 entries

• Improvement

  New Access Control Roles for Margin Fields in Estimate Details

  New access roles have been created to manage visibility of margin fields within the estimate detail section of proposals. Previously, margin visibility profiles only applied to the INFO section of Estimates, not to individual deliverable details.

  The following roles have been introduced to provide more granular control:

  • DeliverableFinalMarginRead – Final Margin, Final Margin %
  • DeliverableGrossMarginRead – Gross Margin, Gross Margin %
  • DeliverableMarginRead – Margin, Final Margin including taxes

  Note: These new roles have been added by default to the EstimateRead role to maintain compatibility across environments. To fully use this feature, you must remove these roles from EstimateRead and assign them explicitly to the appropriate user profiles.

• Fix

  Improved Visibility Rules for HR-Only Leave Approvals

  An adjustment has been made to the leave approval process: HRApprovalOnly leaves are now hidden from the User Responsible until they are approved by HR. These requests will only be visible to the designated HR Approver during the initial review phase. This prevents direct managers from approving leave requests that were intended exclusively for HR review, ensuring the correct approval flow is respected.
• Fix

  Enhanced Timesheet Import with Visual Feedback

  The timesheet import grid has been improved to provide clear visual feedback on the import status. Rows that are successfully imported now appear in green, while chunks of rows that encounter API errors are highlighted in red. This enhancement makes it easier to identify and troubleshoot issues during import. For now, this update applies only to Timesheets — other object types will be updated progressively.

25.9.01 entry

• Fix

  Improved Alignment for Number Fields

  Number fields across the platform are now right-aligned, following standard usability conventions for numerical data. Previously, numbers were aligned to the left, which could make them harder to read and compare. This adjustment improves readability, especially in financial and data entry contexts, making the interface more intuitive for users handling numeric values.

25.8.01 entry

• Improvement

  Consistent Honorary Percentage Display when Adding/Editing Budget Lines

  An inconsistency was fixed in the process of adding or editing new lines in the budget, where the honorary percentage (% Honoraries) displayed during the process did not match the value shown after saving. This could cause confusion when reviewing service lines that included pre-configured honoraries.

  With this update, the honorary percentage shown during the addition or editing of budget lines now remains consistent after saving, reflecting the correct stored value from the system.

25.7.02 entries

• Improvement

  Margin Totals added to Deliverables section in Estimates

  It is now possible to view the total values for Margins (both absolute and percentage) in the Deliverables section of Estimates. Previously, this information was not summarized, making it harder to quickly understand overall profitability. With this update, margin totals are clearly displayed, improving visibility and supporting faster decision-making during the budgeting process.
• Improvement

  Improvement in Planned Hours generation from multiple estimates

  Improvements have been made to the logic for generating Planned Hours when multiple estimates are associated with the same project. Previously, if the estimates included the same job role groups, the contracted hours were not being summed correctly.

  Additionally, when one of the estimates was rejected, all hours — including those from estimates that were not rejected — were incorrectly removed. With this update, the system now correctly takes existing hours into account when generating new Planned Hours, ensuring that contracted values reflect the actual sum of all approved estimates.

25.6.01 entry

• Improvement

  Notifications when mentioning users in the Client feed

  It is now possible to mention users in a Client’s feed and ensure they receive both a notification and an automatic email. This feature, already available in Projects and Jobs, has been extended to the Client area, improving team communication from the moment a commercial client is created.

  Note: To be mentioned and notified, the user must be active and plannable in their user profile.

25.51 entry

• Improvement

  Billing Percentage Suggestion for Clients

  To streamline the billing process in the estimate workflow, a new feature has been introduced that automatically suggests the billing percentage for clients. Previously, users had to manually select the billing conditions each time they processed a budget, which added unnecessary time to the workflow.

  Now, the billing percentage is defined directly in the Billing Clients settings, ensuring that this crucial information is available when creating budgets. This automatic suggestion is designed to save time and reduce errors in the billing process, as the system will pre-fill the billing percentage based on the default data for each client.

  This feature ensures that the billing percentage is correctly applied to the budget, directly contributing to more efficient and accurate invoicing. By reducing manual input, users can focus more on other aspects of the budget, speeding up the overall budgeting and invoicing process.

25.5.02 entries

• Improvement

  Document Feed Filters

  A new feature has been introduced to allow filtering in the document feed, providing a faster way to access information, especially in documents with high activity. This makes it easier for users to find specific posts and actions within the feed.

  Activation: To enable this feature, go to the Feed panel settings and turn on the feature under 'Toolbar' > 'Visible'.

  Filter Options: Once activated, users can filter posts based on a variety of actions, including:

  • Post with Transitions
  • Post with Files
  • Post with Assignments
  • Post with Motives
  • Post with Changed End Dates
  • Post with Additional Informations
  • Post with Timesheets
  • Post with Notifications
  • Post with Items
  • Posts Created by Me
  • Post with Comments
  • Post with Replies
  • Post with Visible to Client
  • Post with Reactions
  • Post Edited

  This feature provides users with a faster and more efficient way to navigate and manage documents with extensive activity.

• Fix

  Bug Fix in Resource View

  A correction has been made in the Resource Planning View, specifically addressing an issue that arose when moving tasks between users. Previously, when dragging tasks to a new user, a bug caused the old executor to remain assigned to the task, even though the new user was added.

  This issue has now been resolved, ensuring that when tasks are moved between users, the old executor is properly removed, and only the newly assigned user remains as the task executor. This fix improves the accuracy of task assignments and enhances the overall task management process.

25.4.02 entries

• Improvement

  Enhancements to the Job List in Workspaces

  The Job List in workspaces has been improved, offering several advantages over the system’s default lists. In addition to supporting custom views and displaying additional fields, inline editing is now available, providing greater flexibility and efficiency for users.

  With this release, the Priority field, which was previously not editable inline, has been added to the inline editing options, further enhancing the user experience and facilitating quicker updates directly from the list view.

  Additionally, a problem related to Excel exports has been addressed. Now, when exporting the Job List to Excel, the Link column correctly includes a clickable hyperlink, allowing users to navigate directly to the corresponding records.

• Improvement

  Proofing for File Approvals

  A new Proofing feature has been introduced, allowing files to have a workflow for approvals. This functionality provides greater control over file validation processes and is available exclusively within the workspace context.

  Activation: To enable this feature, activate the "Enable file approval" setting. Additionally, it is required to replace the document feed and the files tab with their corresponding workspace versions, both available in the marketplace.

  Approval/Reject Options: Users can approve or reject files through the following methods:

  • In the image preview
  • Directly from the files tab

  When an image is rejected, providing a reason is mandatory. This rejection reason will be visible:

  • In the file details (preview mode)
  • In the tooltip when hovering over the file name

  This is an initial implementation of the Proofing feature, and it will be further enhanced in future releases based on user feedback and requirements.

25.3.04 entries

• Improvement

  Fix for Timesheet Cost Synchronization

  The Sync Timesheet Cost option, available in the Monthly Costs workspace within the user profile, allows updating previously registered timesheets with new hourly rates when user costs change over time. This option was returning an error, which has now been fixed, ensuring that timesheet costs are synchronized correctly.
• Fix

  Fix for Copying Estimate Lines and Details

  A problem in the budget line copying functionality has been fixed. Previously, when copying lines from an older budget version to a newer one, the system allowed the inclusion of Services, Expenses, and Resources. However, the deliverable details were not copied, resulting in zero values.

  With this fix, when copying lines from a previous budget version, all associated details, including deliverables, are now correctly replicated, ensuring data consistency across budget versions.

• Improvement

  UX Improvements in Warning Display

  To enhance the user experience (UX) and improve message clarity, warnings are now displayed in orange toasts instead of red. This change helps users distinguish between warnings and critical errors, reducing misunderstandings about system failures.

  Additionally, the API has been updated to ensure it correctly returns a warning status instead of an error status when applicable, providing more accurate feedback and improving system reliability.

• Improvement

  Enhancement in Job Type Duration

  The job type duration functionality has been improved. When creating jobs, it is now possible to set a predefined duration based on the job type configuration. Previously, the duration field—represented in hours—was limited to a maximum of 999:00 hours. With this enhancement, the editor has been updated to allow the creation of jobs with a longer duration, providing greater flexibility in time management.

25.2.03 entries

• Change request

  Improved Resource Scheduler Workspace

  We've made several enhancements to the Resource Scheduler workspace to improve visibility and efficiency when managing resources.

  • Client Filter: When filtering by client, you will now see only the users working on that specific client.
  • Project Filter: When filtering by project, only the users assigned to that project will be displayed.
  • User Role Display: The user's role is now shown next to their name in the Resources section, providing better context when assigning and managing tasks.

  These improvements allow for more precise and relevant resource filtering, improving clarity in team allocations and enhancing visibility of user roles for better decision-making.

• Fix

  Improved Workload Allocation for Absence Days

  An improvement has been made to the workload allocation process, allowing users to add tasks on days when they have recorded an absence, such as vacation days.

  This enhancement provides greater flexibility in scheduling workloads, ensuring more efficient resource planning even during absence periods.

• Improvement

  Improved Document Lists and Custom Views in Workspace

  The new document lists in Workspace represent a significant improvement in how documents are viewed and managed. Users can now create custom views with personalized fields and filters for each area, offering greater flexibility and organization. Additionally, common users can create their own custom views and organizations to better manage their workflows.

  To improve the experience further, access controls for editing custom views have been enhanced. Users with the CustomViewSave role can now create private views, while users with the PublicViewSave role can create public views and share them with specific teams. Users with the WorkspaceViewWrite role now have the ability to deactivate standard views, which are the default views provided with the workspace installation. This ensures that, in certain contexts, only the most relevant views are available to users.

25.1.02 entries

• Fix

  Improved Text Editing Toolbar in Feed Comments

  We've enhanced the text editing experience in feed comments by introducing a fixed toolbar for formatting options. This improvement ensures a smoother and more intuitive editing process, making it easier to format text at any position within the comment.

  With this update, users can now access all formatting tools effortlessly, ensuring a more seamless and consistent writing experience.

• Improvement

  Increment Parent Estimate Version in Workflow

  The CreateVersion action used in estimates has been improved to allow automatic incrementing of the parent estimate version when a new child version is created. Previously, this action only affected the current document, and it was not possible to update the parent estimate version directly from the child. This limitation required users to manually adjust the parent version, increasing the risk of inconsistencies.

  With this enhancement, users can now configure the action to increment the parent estimate version seamlessly. To enable this functionality, simply add the "IncrementParent" option in the action settings within the transition configuration. This improvement simplifies version management and ensures better traceability of estimate changes.

25.0.02 entries

• Improvement

  Enhanced Estimate Copy Process

  An improvement has been made to the estimate copy process. Previously, all fields were copied to the new estimate, regardless of whether they were active or discontinued, such as ratecard tables and columns. Now, the copy process takes the status of the fields into account, ensuring that only fields that are still active are copied to the new estimate, preventing discontinued or inactive values from being transferred.
• Fix

  Fix for PDF Export Issue

  A bug has been fixed in the PDF export process. When the document title contained special characters, such as periods, the file was exported in the wrong format. With this fix, documents are now correctly exported to the PDF format, regardless of characters in the title.

24.34.03 entries

• Fix

  Fix for Incorrect Team Recalculation in Jobs

  We identified an issue where changing the Project Type caused the teams in Jobs to be recalculated to their initial settings, even when they had been manually modified. With this fix, the system now retains the previously adjusted teams in the documents, ensuring that changes to the Project Type do not unintentionally affect team allocations.
• Fix

  Fix for Incorrect Holiday Date Display in Timesheet

  An issue was identified when creating or editing a Holiday, where the date displayed in the Timesheet grid was incorrect due to a timezone-related error. To ensure the correct date appeared, users had to manually set the date to D+1, as saving the record caused the system to register it as D-1 (as shown in the attached video). This issue has now been fixed, ensuring that holidays are saved and displayed correctly in the Timesheet grid, regardless of the timezone.
• Improvement

  Improved Inflation Rate Application in Estimates

  A new enhancement has been implemented in the Estimates module to ensure a more accurate cost calculation. The Inflation Rate stored in the Estimate Info was previously applied only to Resource Lines, leaving Service Lines unaffected. With this improvement, the Inflation Rate is now consistently applied to both Resource Lines and Service Lines, providing a more precise and reliable budget estimation process. Additionally, users who wish to copy existing estimates and apply an inflation rate can now do so easily by simply filling in the Inflation Rate field in the Estimate Info, streamlining the adjustment process.

24.33.02 entries

• Improvement

  State Modification for Documents with Integration Errors

  An improvement has been made to allow the modification of the status of documents, even when there are errors during the integration process with SAGE. This enhancement ensures smoother management of documents, enabling users to update the status despite integration issues.

  Documents affected:

  • Invoice Authorization
  • Credit Note
  • Purchase Order

  By enabling status modification even in the presence of errors, users can take immediate action and maintain control over the process.

• Improvement

  Planned Time Adjustment - Workspace Resources Days Update

  An adjustment has been made in the Planned Time area within the Workspace Resources Days.

  In the previous setup, when requesting an adjustment, all planned hours from the different sub-estimates were deleted from the project planning through the action DeletePlannedHoursDeliverableFromEstimateItemDetails.

  Now, it is possible to delete only the lines related to the specific estimate that needs editing, preserving the planned hours for other sub-estimates.

  This adjustment provides the benefit of greater accuracy and control in project planning, allowing only the planned hours for the specific estimate to be modified without affecting other sub-estimates. This reduces the risk of errors and rework, while offering a more efficient and flexible management of contracted hours, improving organization within the Workspace Resources Days.

24.32.04 entries

• Improvement

  Kanban Improvements and Drag & Drop Enhancements

  A refactoring of the kanbans was carried out to improve code structure and organization.

  The Drag and Drop functionality was fixed to ensure that unsupported stages and transitions are not hidden. Now, when moving cards, invalid states appear in red, allowing users to identify that the transition is not allowed.

  The layout has been updated with visual and informational improvements. For example, the parent document information was added to the card, and colors were adjusted for a better user experience.

• Change request

  Mass Expense Import Feature

  To streamline the expense entry process and facilitate registration across different platforms, the option for mass import has been made available.

  Within the respective expense sheet, users can import data using a standardized template, ensuring convenience and consistency in data entry.

  A standard importer has been created with the following basic fields:

  • Name
  • Start Date
  • End Date
  • Division
  • Department
  • Type
  • Expense Type
  • Supplier
  • Client
  • Project
  • Value with Tax

  This importer is available in the expense list within the workspace.

• Improvement

  Typology Document Update: User Fields Addition

  The Typology document has been updated to include the possibility of creating associated user fields. These fields allow for the addition of specific details, similar to what is available in jobs, projects, clients, and other documents.

• Fix

  Unable to Add Annotations to Videos

  A fix has been implemented to restore the ability to add annotations to videos, ensuring proper functionality.

24.31.03 entries

• Change request

  Enhanced User Creation and Cost Duplication Control

  A new improvement has been added to the user creation process. When duplicating a user, the monthly cost was previously copied by default, which may not always be desired. Now, a new parameter has been added to the workspace, allowing agencies to individually configure whether or not the monthly cost should be copied when duplicating a user. This customization ensures more flexibility in managing user creation and cost duplication according to agency preferences.

• Improvement

  Improved Leave Management and Validation

  A new enhancement has been added to the leave management system. Previously, users with locked timesheets could modify their past absences, which could lead to issues if the company had a defined filling tolerance. If a user changed an absence for a past date within a locked period, they could become locked out of the system, unable to fill timesheets and continue working.

  Now, deleting or modifying past leaves is validated by the CloseVacationsPeriod setting in the company configuration. Users are no longer able to delete leaves that fall before this date, ensuring better control and preventing issues with timesheet filling and system access.

• Improvement

  New Sorting Feature for Document List Views

  A new sorting feature has been added to the existing document list views, both public and private. With the introduction of the order property, users can now arrange their views in a logical sequence. This enhancement provides greater flexibility and organization when managing document views.

  If the new lists have not yet been implemented in your environment, you can request the update for them.

24.30.03 entries

• Change request

  Improved Workload Planning in Resource Management

  A new improvement has been implemented in the resource management area to enhance workload planning. Now, when assigning workloads to a user, the system ensures that no more than 24 hours can be scheduled per day. An alert is displayed if this limit is exceeded, promoting clearer and more accurate planning.

• Fix

  Improved Annotation Feature

  The annotation feature has been enhanced to address a specific issue with vertical layout images. Previously, the screen would become misaligned, and the "Save Comment" option would not appear when adding comments. This problem has been fixed, ensuring a seamless and functional annotation experience across all layout formats.

• Fix

  Fix for Tax Adjustment Errors in Estimate Deliverables

  A bug in the budget area has been resolved. Previously, when a deliverable inherited a default tax value, changing this value during creation would cause an error in the discount cells. This issue has been corrected, ensuring accurate display and functionality when modifying tax values.

24.29.02 entries

• Improvement

  Enhanced Workspace Access Control

  Workspace access management has been enhanced with a more flexible permission structure. Previously, any changes to roles, translations, or parameters required full access through the "DashboardWrite" role. With this update, specific permissions can now be assigned, such as "WorkspaceRolesWrite," which allows users to manage workspace roles exclusively.

  Additionally, new controls are under development, including "WorkspaceParametersWrite" for editing parameters, "WorkspaceTranslationsWrite" for managing translations, and "WorkspaceImport" for access to features like Import and Export. These improvements provide greater security and granular control over workspace configurations.

• Fix

  Rate Card Duplication Behavior Adjustment

  An adjustment has been made to the behavior when duplicating a budget with an inactive Rate Card. Now, when the Rate Card is inactive and the budget is duplicated, the Rate Card field and associated column will be cleared, allowing the user to select the correct Rate Card for the new budget. This ensures that the proper Rate Card is chosen, avoiding the use of outdated data.

24.28.22 entries

• Improvement

  Bug Fix in Budget Service Section

  A bug has been fixed in the service section of budgets, where, after adding a service line with a defined fee margin and then changing the supplier or condition (modifying the line), the suggested percentage for the fee margin was cleared before entering the values. Now, the suggested percentage will remain intact even after changing the supplier or condition, ensuring greater consistency in the data.

• Fix

  Adjustment in Job Type Association for Shared Clients

  An adjustment has been made to the feature that allows the association of job types by client. Previously, for shared commercial clients across multiple companies, document creation was limited to the job types associated, regardless of the company, causing unwanted restrictions across different companies.

  Now, the system considers the company of the departments and the associated job types. With this change, if only company 1's job types are associated, the restriction on job creation will apply only to that company. Company 2 will follow the normal flow, allowing job creation for the active and plannable departments defined for that company.

24.28.03 entries

• Change request

  Adjustment in Estimate Calculations

  A new Service Calculus Type field has been added to Payment Conditions, similar to the existing functionality at the Company level.

  • If this field is left empty, service calculations will follow the settings defined at the Company level (existing behavior).
  • If a Payment Condition with a defined Service Calculus Type is selected, the Estimate Detail will use it for calculations, overriding the Company settings.

  This adjustment provides greater flexibility and precision in budget calculations.

• Fix

  Bug Fix in Document Feed Comment Editing

  A bug has been fixed in the document feed comment editing feature, where the original formatting, particularly spaces, was lost upon editing. Now, when editing a comment in the document feed, the formatting is preserved, ensuring that spaces and other formatting elements remain intact.

• Fix

  Adjustment in Timesheet Approval Process

  An issue in the Timesheet Approval process has been resolved, affecting scenarios with multiple approval levels. Previously, even if the first application completed its approval, both the timesheet and the second application would remain locked if the second application had not yet been approved.

  With multiple approval levels enabled and approver blocking activated, the system now distinguishes each approver's level and role. This ensures that approvers are not blocked because the next level in the chain has not yet completed their approval, allowing the process to continue smoothly.

24.27.03 entries

• Improvement

  New Timesheet Approval Method

  A new method for marking and approving timesheets has been introduced. In addition to the existing methods (user responsible, project owner, client manager, and their hierarchical variants), it is now possible to define custom approval rules through a query.

  This method requires additional configuration, including the setup of a user field, and should be implemented with the support of the consulting team. The query has access to the parameters TimesheetIds or Ids and must return a list containing TimesheetId, ApproverId, and Order. When a timesheet is sent for approval—either automatically upon creation or by clicking the request approval button—the query will execute, dynamically assigning the approvers based on the defined logic.

• Fix

  Bug Fix in User Profile Editing

  A bug affecting the editing of the user profile has been resolved. Previously, when a user was moved to a new company, the Employee module required duplicating the full name to link it to the new company. Attempting to update the company directly would result in an error. This issue has been fixed, allowing seamless updates to the company without requiring duplication of the user’s name.

• Fix

  Bug Fix in Purchase Order Creation

  Previously, the Delivery Date field defaulted to January 1, 0001 when creating a Purchase Order, even if left unfilled. This has been corrected, and the field now remains empty by default, as intended, providing greater flexibility during the creation process.

24.26.02 entries

• Improvement

  Adjustment to Timesheets

  Previously, invalid timesheets were considered as pending for the user. A change has been made so that timesheets with errors are now displayed as hours missing when they have not yet been approved. Once approved, these timesheets will appear on the calendar as closed days, indicating that they have been validated by the approver.

• Improvement

  Improvements have been made to the financial module.

  Estimates can now be created using automatically generated service templates, configured in the Workloads section at the service level. This feature streamlines the estimation of multiple services under a single estimate, improving efficiency.

  Key adjustments have also been implemented: estimate lines now correctly inherit rates from the ratecard, and a new "Default Rate" column has been added, allowing costs to automatically follow the values defined in the service table, when applicable. These updates enhance accuracy and reduce manual effort in estimate creation.

24.25.02 entries

• Improvement

  Enhanced Automatic Estimate Recalculation Feature

  Improvements have been made to the financial module. The budget values will now be automatically recalculated based on the fields defined in the document information. If, after creating the budget, the user decides to adjust fields such as "Resource Margin," "Supplier Margin," "Overhead," or "Rate and Price Table," a confirmation message will be displayed. Upon confirmation, the system will recalculate the budget values according to the new settings.

• Improvement

  Enhanced User Audit with Month and Year Filter

  A month and year filter has been added to the User Audit section. Now, users can more efficiently review the audit history by selecting specific periods for analysis. This feature allows quick navigation between different months and years, making it easier to consult past events in the system.

  Benefits:

  • Improves efficiency when searching for audit information.
  • Quick access to data from previous months and years.
  • Facilitates detailed analysis of past periods.

24.24.04 entries

• Improvement

  Enhanced Monthly Cost Synchronization Feature for Timesheets

  A new option has been created to facilitate the bulk synchronization of monthly costs for users. Previously, updating the costs of registered timesheets required individual synchronization for each user, making it impractical, especially when multiple user costs are updated simultaneously through a spreadsheet. Now, this bulk synchronization feature is available in two places:

  1. During the bulk import process (Advanced), users can now choose whether to affect already registered timesheets when importing costs.
  2. In the Users workspace, users can take bulk actions by selecting the users to be synchronized, considering all loaded months.

  This enhancement streamlines the process, saving time and effort in managing timesheet costs.

• Improvement

  Service Commission Configuration by Client in Estimate Module

  A new configuration for service commission percentages by client has been introduced in the budget module. Users can now access the commercial client profile to set up the services and the corresponding commission percentages they wish to consider for calculating the sale price of the service.

  Additionally, when creating a budget, the system will automatically suggest the defined percentage for the selected client and service in the services section. This enhancement simplifies the budgeting process, ensuring that commission rates are consistently applied based on client specifications.

• Improvement

  Enhanced Service Workload Configuration in Estimate Module

  A new configuration has been added to the job type within the estimate module, allowing clients to set up the workload for specific services and estimate multiple services under the same estimate. Additionally, the workload option is now linked to each service, providing a template of the required resources. The rate card column is also pre-filled with the values defined in the Rate Card table associated with the estimate. Furthermore, the system now supports decimal hour input, allowing users to enter values like 2 hours and 15 minutes as 2.15 hours.

• Improvement

  Purchase Order Process Enhancement in Esitmate Module

  Our system is versatile and allows the creation of internal budgets where the budget provider is another registered company in the system. However, when a budget is approved and purchase orders (POs) are generated, POs are created for all suppliers, including those from the other company, which often doesn't make sense in these cases. Accounts teams frequently overlooked the need to remove approval for the budget line in such situations.

  To streamline this process, a new setting has been added for suppliers, allowing the finance or maintenance team to indicate whether a purchase order should be generated for that supplier even if the budget line is approved. This enhancement simplifies management and reduces the risk of oversight in the purchase order generation process.

24.23.01 entry

• Fix

  Fixed Copy and Paste Issue for Document Links

  The copy and paste feature for document numbers was not working properly. Depending on where the document link was pasted, it would appear as plain text without a hyperlink. This issue has been resolved, ensuring that the document link is always pasted with the correct hyperlink formatting.

24.231 entry

• Fix

  Fixed Unable to Mention People in Document Feed When Searching by "user.name"

  A bug has been fixed that prevented users from mentioning people in the document feed when searching using the "user.name" format. The system did not correctly recognize the dot in the name, which caused the mention feature to fail. With this update, support for dots in usernames has been added, ensuring that mentions now work properly in the document feed, even when the names include this character.

24.22.03 entries

• Fix

  Fix for Incorrect Value-Based Invoicing

  A correction has been made in value-based invoicing as defined in the general invoicing conditions. Previously, the system was generating invoices without accounting for previously invoiced amounts, leading to incorrect values in subsequent invoices. This issue has been fixed, ensuring that value-based invoicing is now correctly calculated, taking into account amounts already invoiced.

• Improvement

  Enhancements to Estimate Deliverables

  Recent updates to the estimate feature include new columns in the "Deliverables" section to enhance financial reporting.

  New Columns Added:

  • Gross Margin: A new column named "Gross Margin" has been introduced. This column displays the Gross Margin, calculated as the difference between Total Sales and Total Purchase Cost of Services.
  • Value and Percentage: The Gross Margin is now available in both value and percentage formats, providing a clear view of both the absolute margin and its proportion relative to total sales.
• Improvement

  Leave Management in Resource Schedule

  When a leave is allocated but not sent for approval (draft status), it will no longer be displayed in the resource schedule, ensuring that only leaves sent for approval or already approved affect resource availability. This prevents incorrect interpretations of user availability. Additionally, a filter button has been added that allows only approved or HR-approved leaves to be displayed. The state of this button will be saved locally, so the user's preference is maintained in future views.

24.21.04 entries

• Improvement

  Enhanced Job List Features in Workspace

  New feature have been added to the job list workspace to improve navigation and document management. These enhancements offer greater flexibility and ease of use.

  Right-click Options: Users can now:

  • Copy Number and Name: Quickly copy the document number and name for use elsewhere.
  • Copy Link: Copy the direct link to the document for easy sharing or reference.
  • Open in New Tab: Open the document in a new browser tab for better multitasking.
  • Send via Email: Send the document directly via email from the right-click menu.

  These feature streamline interactions with documents, enhancing productivity and user experience.

• Improvement

  Update to User Mentions in Document Feed

  In the document feed feature, which allows users to mention other users, the system previously displayed the name defined in the "name" field instead of the user name. To ensure consistency with assignments, mentions in the feed now correctly display the user name. This update aligns the display of user information across the platform.

• Change request

  Added Ordering for Project Type Tasks

  A new feature has been introduced to enhance task organization when creating projects. This feature adds an order field to the Project Type configuration, which determines the sequence of tasks created automatically. The specified order will now be used as a reference during project setup, ensuring tasks are arranged according to the stages defined by the agency. This ordering will be visible in the Gantt chart under the Order column and in the job list for the project, providing a more structured and intuitive project management experience.

• Improvement

  Enhanced Gantt Workspace - Copy and Paste Jobs

  The new Gantt version in workspace format now includes the ability to copy and paste jobs between projects. Users can select the rows they want to copy, right-click to copy them, and then navigate to the new project within the same browser. Jobs can be pasted directly into the Gantt chart of the new project, facilitating easier project management and data transfer.

24.20.03 entries

• Fix

  Kanban Filter Preservation Fix

  A fix has been implemented to ensure that the filter in Kanban is preserved when adjusting the date range or other settings in the Kanban toolbar. Previously, changing the date range would cause the system to lose the initial Project filter, but now all active filters will remain intact during such adjustments, enhancing the filtering experience and improving usability.

• Fix

  Excel Export for Pivot Grid

  The issue where the Excel export button for Pivot Grid stopped functioning has been resolved. Previously, it was not possible to export workspaces with grids to Excel. This bug has been fixed, restoring the ability to export data as needed.

• Improvement

  User Working Hours Configuration

  Agencies can now set specific working hours for each user on a daily basis. This feature allows for customization of working hours according to the needs of different users.

  • A new "Working Hours" tab has been added to the user maintenance profile, providing an interface to define working hours per day for each user.
  • For User Companies with Attendance enabled, a new day total will appear, reflecting the defined working hours.

  This feature is purely informational and does not influence timesheet locking.

24.19.01 entry

• Fix

  Annotation Error on Files Uploaded by Other Users

  Fixed a bug where users encountered an error message when attempting to add annotations or comments to files uploaded by other users. This issue has now been resolved, allowing seamless collaboration by ensuring that all users can annotate any file, regardless of the uploader. This fix improves the overall user experience and enhances the platform's collaborative capabilities.

24.18.03 entries

• Change request

  Rate Card Filter Enhancement: Filter by Project Company

  In the Project Info section, the rate card field was previously filtered by the user's company. With this new feature, the rate card is now filtered based on the project company, ensuring that the correct rates are displayed.

  This change aligns the rate card filtering mechanism with that used in the Estimate section, improving consistency across the platform and reducing the chance of errors related to incorrect rate selection.

• Change request

  Gantt Workspace Version

  A new Gantt version has been created in a workspace format. This version allows for greater customization and faster development due to its flexible structure.

  • Added duration label to column data, allowing 3 decimal places.
  • Enabled a drag-to-copy feature, allowing users to drag cells and copy/paste values between rows.
  • Added color to cells in the status column for better visual distinction.
• Improvement

  Update to Timesheet Responsible Changes

  Previously, when the responsible person for a user changed, the system would automatically update the approver for all timesheets, including those that were already approved.

  With the new process, only timesheets that are still pending approval will be updated with the new responsible person. This ensures that you can still track who approved past timesheets even if the responsible person changes.

  If you need to update the approver for past timesheets, you can do so by using the "Sync Timesheet Approvals" button in the user responsible workspace settings. This will perform a complete update for all timesheets.

24.181 entry

• Fix

  Job Creation Issue

  The bug preventing job creation when job types with the flag "Accessible to all departments" were set has been resolved. Users can now create jobs as expected, regardless of this flag's settings.

24.17.02 entries

• Improvement

  Enhanced Decimal Precision in Estimate Info and Services Grid

  The Resource Margin, Supplier Margin, Overheads, and Inflation fields in the Estimate Info section have been updated to support more decimal places. Additionally, the Margin % field in the Services grid now allows for greater decimal precision, enabling more accurate calculations and estimates.

• Improvement

  Improved Rate Card Import Process

  Improvements have been made to the rate card import process to enhance efficiency. The requirement for non-mandatory fields, such as User and Market, has been removed. Users can now import rate tables via Excel, reducing manual work.

  This functionality is available in the Rate Cards document under the Quotes tab and can be accessed using an Excel spreadsheet provided in that section.

24.161 entry

• Improvement

  Date Field in Annotations

  The annotation tool now includes a date field. Users can see not only who made the annotations and at what time, but also the exact day when the annotations were added to the images.

24.16.01 entry

• Improvement

  Mark Documents as Read or Unread

  The ability to mark documents as "Read" or "Unread" has been added. This feature is available in the new document lists in Workspace. To take advantage of this feature, users should request the replacement of the default lists with the Workspace lists.

24.15.02 entries

• Change request

  Restricted Editing for Rate Card/Price Table Fields

  Added the ability to restrict editing of the rate card/price table and rate card/price table column fields in Estimate Info to specific users. Previously, these fields were editable by anyone with permission to edit the estimate. Now, the ability to limit editing of these specific fields has been implemented. Configuration can be done in maintenance, within the workspace of document members, where profiles authorized to edit these fields can be defined.

• Improvement

  User Role Audit Events

  We have added the ability to log events related to the addition and removal of roles in the user audit system. Now, whenever a role is added to or removed from a user, the event will be recorded in the audit logs, providing more detailed and precise monitoring of permission changes within the system.

24.14.01 entry

• Improvement

  Estimate Service Section Enhancement

  A new column, called "Service Total Cost," has been added to the services section in estimates. Users can manually add this column using the column chooser, enabling them to differentiate the total purchase amount in the budget with and without resources. This enhancement allows for quick identification of external costs versus the total, providing clearer financial insights.

24.13.03 entries

• Improvement

  Enhanced Kanban Functionality: Inline Card Editing for Assignees

  We have significantly enhanced the kanban functionality. Users can now edit cards inline, specifically the assignee field, allowing for quick and efficient adjustments directly on the kanban board. This improvement makes task management more agile and intuitive, eliminating the need for multiple clicks and navigation between different screens. With this update, we ensure a smoother user experience and increased team productivity.

• Improvement

  Automatic Redirect to Login on Session Timeout

  Implemented a feature to detect when the session is lost and automatically redirect the user to the login page instead of displaying a message that live updates are not available. If multiple tabs are open, re-login is only required in one tab.

• Improvement

  Error Occurs When Posting to User's Feed

  Resolved an issue where the system would generate an error when posting to the user's feed.

24.11.02 entries

• Fix

  Resource Scheduler Enhancement: Automatic Refresh for Task Executors

  Adjustments have been made to the Resource Scheduler (Default). Previously, when multiple executors were assigned to a task via the popup, the scheduler did not refresh automatically. If the task was then moved to change its start or end date, the scheduler would revalidate the executors and remove those added through the popup, causing users to lose control of their assigned tasks. Now, the scheduler refreshes automatically, ensuring that executors added via the popup are not incorrectly excluded. This improvement ensures better task management and maintains the integrity of user assignments.

• Fix

  Significant Performance Improvements in Scheduler

  The latest release includes significant performance enhancements to the Resource Scheduler. These improvements ensure faster loading times, more efficient task management, and a smoother user experience. The scheduler now handles large volumes of tasks and executors more effectively. Users will notice quicker updates and reduced lag, making the scheduling process more efficient and productive.

24.10.01 entry

• Improvement

  Streamlined Approval Process for Project and User Responsibility

  A new feature has been added to optimize the approval process when using the "Project Responsible + User Responsible" approval type. Previously, if the user's manager and the project manager were the same person, the system required this manager to perform two separate approvals. Now, if the approvers are the same individual, the system requires only one approval, automatically advancing to the next approval level. This enhancement simplifies the approval workflow, reducing redundancy and improving efficiency.

24.9.03 entries

• Fix

  Editable Tax Fields on Deliverable Creation in Estimate

  A bug was fixed that previously prevented the editing of tax values during the creation of deliverables in the estimate. The system only allowed tax value edits after the line was saved. This has been corrected, and now tax fields can be edited during the initial creation of the line.

  
  

• Change request

  New Description Field Added to Reports Module

  A new description field has been added to the Reports module. This allows administrators to include detailed descriptions, helping users understand the purpose and context of each report. This enhancement aims to improve clarity and usability, ensuring users can easily comprehend and utilize reports effectively.

• Change request

  New User Mention and Assignment Rule Enhances Document Management

  In the latest release, a new rule has been implemented to enhance the mentioning and assignment of users to documents, aiming to limit access and ensure more targeted user involvement. Only users with the 'plannable' flag enabled are available for selection, ensuring that only relevant users can be mentioned or assigned. This feature improves efficiency by filtering out non-essential users, streamlining the process of document management and collaboration. Administrators can manage this flag, enabling a more controlled and organized workflow.

24.8.04 entries

• Improvement

  Enhancement to Video Annotations Feature

  Introducing several improvements to our video annotations feature, enhancing the overall user experience and collaboration capabilities:

  • Precise Frame Viewing: Users can now view the exact frame where an annotation was made, providing greater context and accuracy to the annotations.
  • View-Only Access to Annotations: Users can access annotations made by other users without being able to edit them. This promotes collaboration and allows for better sharing of insights without compromising the integrity of the annotations.
  • Timeline Bar Access: Users can easily access the timeline bar by clicking on an annotation, facilitating quick navigation to specific points in the video and enhancing usability.

  These enhancements aim to make the video annotation feature more robust, intuitive, and collaborative.

• Fix

  Expense Copy Functionality

  We've resolved an issue where copying an expense resulted in incorrect total values, specifically, it caused the value with VAT to be placed in the value without VAT field.

• Improvement

  New Hour Approval Types

  We're introducing additional types of hour approval to offer increased flexibility and granularity in managing time entries:

  • OrderedUserResponsibleAndProjectOwner
  • OrderedUserResponsibleAndClientManager
  • ClientManagerAndOrderedUserResponsible
  • ProjectOwnerAndOrderedUserResponsible
  • OrderedUserResponsible

  It's essential to ensure that users have designated responsible parties of the "Timesheet" type in the responsible tab and that the client or company has specified the desired approval type. This setup ensures that the approval process aligns with organizational structures and requirements, facilitating smoother workflows and accurate tracking of time entries.

• Improvement

  Custom Branding for Different Bindings

  With this update, users can now define unique branding for different bindings within our platform. Admin Users can now specify distinct branding elements, such as logos, colors, and themes, for each binding. This capability empowers users to maintain brand consistency while catering to different audiences or contexts, ultimately enhancing brand visibility and professionalism across various engagements.

24.7.03 entries

• Improvement

  Introducing File Sharing Capability Across Documents

  We are pleased to introduce the addition of file sharing functionality between documents, aimed at enhancing user workflow efficiency. With this update, users can seamlessly copy and paste files without navigating to the final destination document. Simply navigate to the "Files" tab, click on the available "Copy" option under Actions, and select the destination folder for pasting the file. The system will dynamically display a hierarchical view of available folders, ranging from client folders to individual documents and their respective folders, streamlining the file sharing process.

• Improvement

  Single Purchase Order Generation for Service Discounts in Estimates

  Previously, when discounts were applied to services in budgets and purchases were made, the system required the generation of two purchase orders to refund the total amount. With this feature update, the system now generates a single purchase order, reflecting the discounted value accurately. This enhancement streamlines procurement processes by eliminating redundancy, ensuring a smoother and more efficient workflow for users.

• Fix

  Annotations: Preventing Duplicate Posts When Exiting Preview with Close Button

  The fix implemented addresses an issue where annotations made on images or videos resulted in duplicate posts when exiting the preview using the close "x" button. With the correction applied, this behavior no longer occurs, ensuring that annotations are not duplicated upon exiting the preview.

24.6.01 entry

• Fix

  Adjustments to Budget Calculations based on MarkupwithVat Type

  We addressed an issue affecting the calculation of negative taxes in the "MarkupwithVat" calculation type within budgets. Previously, when applying a discount to the deliverable, a negative tax was generated, resulting in inaccurate calculations. With the implemented fix, the discounted value with tax is now correctly factored into the calculation, impacting the pre-tax value as expected.

24.5.04 entries

• Fix

  Adjustments to Estimate Calculations based on MarkupwithVat Type

  We addressed an issue affecting the calculation of negative taxes in the "MarkupwithVat" calculation type within budgets. Previously, when applying a discount to the deliverable, a negative tax was generated, resulting in inaccurate calculations. With the implemented fix, the discounted value with tax is now correctly factored into the calculation, impacting the pre-tax value as expected.

• Improvement

  Enhanced Annotation Feature: Now Supports Annotations on Videos

  The annotation feature now seamlessly integrates with video content, offering users the capability to annotate videos as they previously could with images. This enhancement expands the utility of annotations, fostering clearer communication and collaboration across multimedia projects.

• Change request

  Fix Implemented to Calculate Total Value Automatically Based on Utilization Percentage in Estimates with Defined FTE

  In estimates with FTE defined, users experienced an issue where the sales value was not automatically calculated when adding resources and initially inputting the utilization percentage. While creating a line and adding hours worked correctly, the system failed to calculate when adding the utilization percentage. This issue has been addressed, ensuring that values are accurately affected when changing the utilization percentage, thereby streamlining the budgeting process and improving user experience.

• Improvement

  Enhanced Button Functionality with Attention-Grabbing "Action" Type

  The buttons have been improved by incorporating the "action" type, specifically designed to grab attention. This enhancement significantly enhances user interaction, thereby optimizing the effectiveness of these buttons in attracting attention and eliciting desired responses.

24.4.02 entries

• Improvement

  Custom Job Types for Commercial Clients

  Introducing a new feature enabling the customization of job types for commercial clients within our workspace. This enhancement empowers users to define specific job types tailored to individual clients, providing more nuanced project management capabilities. With this update, users can now effortlessly configure job types for commercial clients, streamlining task creation and offering greater control over project details.

  To configure this feature, simply create the desired job types within the configuration settings, and then proceed to associate them in the "Job Types" tab available within the client workspace.

• Fix

  Euro Symbol Support Added to Estimate Item Descriptions

  Recently, an issue was identified where users were unable to add the euro symbol to item descriptions in budgets; upon saving, the symbol would automatically disappear. We're pleased to announce that this problem has been resolved with the introduction of support for characters, including the euro symbol, in budget item descriptions. Now, users can seamlessly include the euro symbol in their item descriptions without any loss upon saving, ensuring accuracy and consistency in budgeting processes.

24.3.011 entries

• Fix

  Home Workspace Breadcrumb Access

  The issue with accessing the home workspace via the breadcrumb link has been addressed. Previously, clicking on the breadcrumb link for a home workspace resulted in an error. The issue has been fixed, ensuring that users can now access the home workspace seamlessly from the upper link without encountering errors. This improvement enhances the overall usability and navigation experience within the system.

• Improvement

  Addition of Client Contact Field in Projects Document

  Previously lacking within the Projects document was the ability to include a client contact field, similar to what is available in activities. To address this gap, the same logic present in activities has been applied to the project level. Contacts are created in maintenance, and the visibility of the field can be enabled by adding it in the document member workspace. This enhancement streamlines data management.

• Improvement

  Invoice Authorization: System Now Maintains Order of Estimate Lines

  Previously, the system did not consider the order of lines in the estimate when generating an Invoice, resulting in invoices being presented to the client in a different order. To address this issue, the system has been updated to maintain the same order of lines as in the budget when generating the Invoice Authorization. This ensures consistency between the presented estimate and the resulting invoice, enhancing accuracy and client satisfaction.

• Fix

  Corrected Export Date in Excel Reports

  In previous versions, Excel reports exported from the system inaccurately recorded the export date within their content. This issue has been addressed in the current release, ensuring that the export date is now correctly populated. Users can now rely on accurate timestamps within Excel reports, facilitating better tracking and documentation of data exports.

• Improvement

  Estimates: Decimal Discounts Now Supported for More Precise Definition

  Previously, users encountered a limitation in defining discounts with decimal values within budgets. The interface has been updated in this release to allow for the specification of discounts with decimal precision. This improvement enables users to define discounts more accurately, accommodating more precise calculations and enhancing flexibility in budget management.

• Fix

  Bulk Stage Changes Now Prompt Required Field Completion in Workspace Lists

  Previously, the system had a limitation in bulk stage changes within workspace lists, particularly when transitions had configured required actions. In such cases, the stage change was not successfully completed. This issue has been resolved. Now, when attempting bulk stage changes, if transitions have required actions configured, a popup will prompt users to provide the necessary information. This ensures that all required fields are completed, allowing the stage transition to be successfully executed. This improvement enhances the usability and reliability of bulk stage changes within workspace lists.

• Improvement

  Centralized Annotation Updates in Single Feed Post

  The annotation feature has been improved to streamline user interactions and reduce clutter in the feed. Now, whenever a user creates annotations on multiple images within the same timeframe, all changes will be consolidated into a single post on the feed. This enhancement simplifies the browsing experience for users and ensures that related annotations are easily accessible and organized in one place, promoting efficiency and ease of use within the system.

• Fix

  Improved Filtering by Team Members in Job List Workspace

  A significant enhancement has been introduced to the job list in workspace to improve the functionality of filtering by team columns, enabling more effective filtering of information by specific users. Now, users can easily search and filter jobs based on specific team members, enhancing accuracy and efficiency in viewing job details.

• Change request

  Enhanced Validation for Estimate Creation Associated with Jobs

  An enhancement has been implemented in the budget creation process, particularly when associated with jobs. Previously, the system only validated whether the dates of the created document fell within the period of the parent job. With this update, the validation scope has been expanded to encompass the project or contract period, if applicable. This ensures more comprehensive validation.

• Improvement

  Expense Integration with Primavera: Order of Submission Now Matches Expense Entry Sequence

  Previously, the expense submission order to Primavera didn't align with the sequence in which expense lines were entered, making reconciliation challenging. In this release, the expense integration has been updated to ensure that expenses are sent in the same order they were entered. This improvement simplifies the reconciliation process by maintaining consistency between the order of expense entries and their submission to Primavera, facilitating easier tracking and management of expenses.

• Improvement

  Profile Export and Import Feature Added

  A new functionality has been introduced to enable the export and import of profiles. Users with access can now import profiles through the profiles workspace in maintenance, streamlining the process of creating identical profiles and reducing manual effort. This enhancement enhances efficiency and simplifies profile management within the system.

  To utilize this feature, users simply need to select the 'Export Role' option followed by 'Import Role.' It's important to note that if a profile with the same name already exists, the child profiles will be updated accordingly. If no profile exists with the same name, a new profile will be created

24.2.012 entries

• Improvement

  Inclusion of Creation Dates in Expense Lists

  The expense list within both the menu and the expense sheet now includes the creation dates for each entry. This addition offers users valuable insight into when each expense was created, facilitating more effective tracking and organization of expenses.

• Fix

  Integration Error Resolved with VBS Integrator

  The bug occurred during the commercial client import process, where the import wasn't successfully completed when a client lacked an associated client group filled in. This led to failures in the import process, preventing proper inclusion of clients into the system.

• Improvement

  Integration of Weekend and Holiday Hours to VBS

  We've introduced a new feature to enhance the timesheets integration process. Now, hours worked and logged during weekends and holidays will be seamlessly sent to VBS, regardless of the total hours worked on those days. This update eliminates the previous validation requirement of at least 8 hours completed per day for weekends and holidays, ensuring that all relevant data is included in the VBS system for comprehensive analysis and management.

• Improvement

  Restricting Annotation Modifications to the Creator Only

  The annotation feature has been enhanced to restrict modifications by users other than the creator. Now, only the original creator of an annotation can edit it, ensuring greater control over the integrity and accuracy of annotations within the system.

• Improvement

  Effort Field Format Updated to HH:MM

  Users can now define the format of the effort field to display hours and minutes (HH:MM). Consistency across all system areas is crucial for seamless usability. This support has been added to the Resource Planning Workspace, ensuring that users can set and view effort values in the HH:MM format consistently throughout the system.

• Fix

  Mass User Assignment in Jobs Workspace

  An issue was identified where the mass user assignment feature in the job listing workspace was not correctly validating user access rights. This problem has been resolved, and the system now accurately validates user access rights before assigning them, ensuring that only users with appropriate access to the selected companies are included in the assignment process.

• Fix

  Duplicate Display of VAT Field Names in Expense Creation

  During the creation of expenses, users encountered a bug where the VAT field name appeared duplicated. Investigation revealed that the template formatting of the field was incorrect, leading to this error. The bug has been successfully addressed by rectifying the template formatting, ensuring that users no longer encounter duplicate VAT field names when creating expenses.

• Improvement

  Bulk Editing in Commercial Clients Workspace

  The commercial clients workspace now includes a bulk editing feature, enabling users to adjust multiple fields simultaneously for increased efficiency. With this enhancement, users can make bulk changes such as modifying the stage, filling in the sector, assigning managers, updating classifications, and more. This feature streamlines the process of managing commercial clients, empowering users to make comprehensive adjustments across multiple clients with ease and accuracy.

• Improvement

  Custom Branding Configuration in Environment Workspace

  With the ability to set multiple bindings for the same environment, the need arose to define different brandings. Now, users can configure distinct branding for each host through the "environment" workspace in the configuration settings. This enhancement provides more granular and flexible customization, allowing different instances of the environment to have their unique visual identity and branding settings, catering to the specific needs of each deployment context.

• Fix

  Previous Estimate Versions Unavailable for Viewing

  Previously, users encountered an issue where accessing previous versions of budgets was unavailable, impeding their ability to navigate between different iterations. However, this problem has been successfully rectified, enabling users to seamlessly navigate and access previous versions of budgets. With this fix in place, users can now effectively track changes, compare versions, and ensure accurate budget management within the system.

• Fix

  Client Without Associated Companies Now Returns Users in Project Owner Combo

  In response to the issue where users were not being returned in the project owner combo when the client lacked associated companies, a bug fix has been implemented. The fix addresses the filtering rule so that when a client has no associated companies, it is treated as having access to all companies. This adjustment ensures that all relevant users, based on the user's access permissions and considering the "Show in accessible Clients only" flag, are included in the project owner combo.

• Change request

  Bulk Setting of Timesheet Level for Users in Client Tab

  In the user workspace, specifically within the client tab, users can now conveniently set the timesheet level for themselves across multiple clients simultaneously. By selecting the desired clients and choosing the "bulk options" feature, users can efficiently define their timesheet level, streamlining the process for managing multiple clients' settings at once.

24.1.03 entries

• Fix

  Preventing Reversion of Manually Adjusted Resource Values in Estimates

  Previously, when manually adjusting the unit values of resources in the estimate and subsequently making changes to the estimate info (e.g., overhead alteration), the system was reverting the modified values to the base values defined in the ratecards table.

  This has been corrected to prevent resetting the values when the budget information is modified.

• Improvement

  Image Annotation Support Added: Empowering Visual Collaboration

  We've introduced the ability for users to add comments directly onto images, enhancing visual collaboration capabilities. With this new feature, users can now annotate images with comments, providing context and feedback directly within the visual content. The annotation history is conveniently accessible within the image preview, allowing users to track changes seamlessly. Additionally, each new annotation generates a post in the feed, ensuring that team members stay informed about updates and facilitating ongoing collaboration.

  Enabling this feature requires configuration assistance from the consulting team to ensure seamless integration and optimal functionality.

• Improvement

  Enhancements to Resource Planning Workspace: Focus on Daily Planning

  A solution was devised to enhance user efficiency by allowing resources users to mark two lines of resources as validated when they represent the same entity. This was achieved through the addition of parent logic to the Planned Hour Deliverable Total. Additionally, the Split functionality was implemented in the Planned Time workspace, enabling users to right-click a row associated with an Estimate Item Detail and create a copy that serves as a child of the original. Consequently, adjustments made to the child row's days by month now visibly affect the parent totals, facilitating streamlined budget management and user planning processes.

24.0.06 entries

• Change request

  Enhanced Project and Contract Owner Selection for Streamlined Workflow Management

  We've refined the process of selecting project and contract owners to provide users with a more straightforward and secure experience. Previously, users encountered a list of individuals from various agencies when initiating new contracts or projects. Now, we've restricted the dropdown options to align with the user's common access and the client's associated companies, ensuring that only relevant individuals are presented for selection. This enhancement streamlines workflow management, enhances data security, and fosters a more intuitive user experience.

• Fix

  Avatars for Clients and Users Without Defined Image

  We've fixed the avatar bug in the resource module where images were displaying as black instead of showing initials.

• Improvement

  Introducing Live Updates Property for Kanbans

  We've introduced the Live Updates property for Kanbans, addressing the need for real-time refreshing of Kanban boards and their associated cards. This new feature eliminates the manual effort required to refresh boards, ensuring that users have instant access to the most up-to-date information. With automatic refreshing enabled, teams can now collaborate more efficiently, make informed decisions, and drive project progress seamlessly.

• Fix

  Overwriting of User-Modified Unit Costs in Budget Resources

  A bug has been addressed where modifications to the unit cost by users in budget resources would be overridden by rate table values if any field in the budget info was subsequently altered.

• Improvement

  Enhanced User Responsibility Management: Streamlining Approver Updates and Approval Transfers

  Adjusting a user's responsible directly in the "Responsible" field of the user info would create three new entries in the responsible tab, retaining the previous approver in the list. However, this sometimes resulted in redundant entries, as the previous approver might no longer be relevant. In the updated system, when the responsible is changed directly, the previous approver is replaced by the new one across various levels (leaves, planning, timesheet) in the responsible tab. Approved hours remain visible under the previous approver, while pending approval hours are transferred to the new approver, ensuring smoother transition and more accurate tracking of responsibilities.

• Improvement

  Enhanced Project Classification

  In response to the need for streamlined project classification tailored to agency-specific requirements, we've introduced a pivotal enhancement. Now, with the addition of the "Company" field in project classifications, tenants with multiple agencies can enjoy a more refined workflow experience. This update ensures that each agency can view and manage only their relevant project classifications, minimizing confusion and eliminating the need for redundant work.

23.12.09 entries

• Improvement

  Mandatory Fields in User Creation

  Introducing a pivotal addition to our software's functionality: the ability for workspace administrators to designate mandatory fields during user creation. With this update, administrators equipped with workspace editing access can effortlessly define which fields are essential for user registration within the parameters settings.This enhancement streamlines the onboarding process by ensuring crucial information is captured upfront.

• Improvement

  Enhanced Expense Tracking with Addition of Creation Date in Expense List

  We've introduced a significant enhancement by including the creation date in the expense list. This addition provides users with valuable insights into when each expense was generated, aiding in better expense tracking and management.

• Fix

  User Setting for Monthly Expense Sheet Creation Limitation Now Enforced

  We've addressed a bug where the user setting limiting expense sheet creation to once per month was not being enforced. Now, the issue has been resolved

• Fix

  Corrected Error When Attempting to Organize Deliverable Rows in Budgets

  We've addressed an issue where users encountered errors when attempting to organize budget rows according to their logic. With this bug fix, users can now seamlessly arrange budget lines based on their preferences and specific organizational needs. This correction ensures a smoother user experience, allowing users to efficiently manage their budgets without encountering any hindrances.

• Improvement

  Bulk Editing in Jobs List Workspace

  The new feature added to the workspace allows users to perform bulk changes at various levels, offering functionalities such as adding and removing users from teams, as well as editing customizable fields. With an intuitive and user-friendly interface, users can manage these changes efficiently.

• Fix

  Improved Responsible Party Sorting in Absence Workspace

  In the latest update to the Absence Workspace, we've fixed the sorting of responsible parties. This simplifies the analysis of leave statuses and approval stages, making the process clearer and more straightforward for administrators.

• Improvement

  Added support for Bulk Deletion of Responsibles

  We're excited to introduce the ability to delete Responsibles in bulk, enhancing administrative capabilities within the workspace. This feature streamlines the process of removing Responsibles across various users, offering greater efficiency and flexibility in user management.

• Improvement

  Workflow Duplication for Enhanced Efficiency

  We've introduced the functionality to duplicate workflows within the system, aiming to enhance efficiency in creating new workflows. Now, users have the ability to easily duplicate existing workflows, enabling quick creation of new flows based on established templates. This new feature significantly simplifies the creation process, saving users time and effort. When duplicating a workflow, all settings, steps, and customizations are replicated, ensuring consistency and facilitating the adaptation of existing flows for new projects or needs.

• Fix

  Search timesheet fix

  Previously, jobs without activity for over 30 days were not appearing in search results. This issue has now been corrected.

23.11.017 entries

• Fix

  Expense Sheet Export to Excel and PDF

  In this release, we've addressed a bug related to exporting expense sheets to Excel or PDF formats. The issue has been resolved to ensure a seamless and accurate export process for expense sheets. Users can now confidently export expense data without encountering any issues, improving overall usability and data management.

• Improvement

  Ability to Configure Parameters in Schedules

  In this release, we present a solution aimed at improving flexibility and security in multi-tenant environments. Now, it is possible to add custom parameters to schedules, such as AgencyName, ClientName, and Year. These parameters are then passed to the query, allowing for precise data filtering and ensuring that users have access only to information relevant to them.

• Improvement

  Kanban Board Enhancements

  In this release, significant improvements have been made to the job Kanban board to enhance user experience and streamline workflows. Now, when card movements involve transitions that require mandatory fields, the system will automatically open a popup for users to fill in the necessary information. This enhancement ensures a smoother and more intuitive process, reducing the likelihood of errors and promoting efficient task management within the Kanban board.

• Improvement

  Introducing Mass Synchronization for Responsible Users in Leave Management

  In order to streamline and streamline the synchronization process for users responsible for license management, we propose the addition of a new functionality. Similar to the synchronization option available in the “Responsible” tab, we have implemented the same functionality in the “Subordinates” tab. This improvement will allow HR users to synchronize all users efficiently when someone is added as a new assignee. Currently, the manual sync process for individual users is time-consuming, and introducing this feature will significantly improve the user experience and save valuable time for HR personnel managing large groups of users.

• Improvement

  Real-Time Document Feed Updates for Added Files

  Files added directly to the Files tab of documents will now be automatically reflected in the document feed. This improvement aims to keep the entire team informed about the addition of files, including details on who added them. By seamlessly integrating file updates into the document feed, we strive to streamline communication and ensure that the team stays well-informed about the latest contributions. This feature is designed to promote efficiency and collaboration across the board.

• Improvement

  Integration Upgrade: Syncing Client Groups from VBS to Skills

  In our ongoing efforts to optimize the integration with VBS, we want to highlight a crucial update. The "Client Group" field from VBS is now integrated into Skills, but it is essential to ensure that the corresponding client groups are created in Skills. This requirement ensures a seamless and error-free integration process, allowing for accurate data transfer between systems. Please verify that the necessary client groups are established in Skills to fully benefit from this enhanced integration feature.

• Improvement

  Efficient Client Management: Introducing Bulk Actions for Mass Updates

  In this latest release, we're excited to introduce a powerful enhancement to the client management system: the addition of a bulk action feature. This feature enables users to perform mass actions efficiently, including the ability to change the status of multiple clients and fill in common information fields such as sector, fiscal year, responsible parties, timesheet levels, and more. The bulk action capability is designed to streamline and expedite the management of client data, providing users with a more efficient and time-saving approach to handling multiple client-related tasks simultaneously.

  Bulk actions will be automatically available in the client workspace during maintenance.

• Fix

  Project Closure Despite Job Name Field Size Constraints

  In this release, we've addressed a issue associated with closing projects that was linked to the size limitations of the job name field. The problem stemmed from constraints in the name field size for jobs, impacting the proper closure of related projects. By resolving this issue, we ensure that projects can be closed seamlessly without any hindrance related to the job name field size. This fix aims to enhance the overall functionality and efficiency of project closure processes, providing a smoother experience for users dealing with job-naming considerations.

• Improvement

  Introducing Favorites for Quick Document and Workspace Access

  In this release, we are excited to introduce the concept of favorites in the system, enhancing user customization and document management. Users now have the ability to mark documents as favorites by right-clicking on the document name and selecting the "Mark as Favorite" option. This functionality extends to all documents and workspaces.

  • Mark as Favorite: Users can mark documents and workspaces as favorites for quick and easy access.
  • Favorites Tab in Search: A new "Favorites" tab has been added to the search functionality, allowing users to conveniently access their marked favorites in one centralized location.

  This feature aims to improve user efficiency and document organization, providing a user-friendly way to access frequently used documents and workspaces.

• Improvement

  Efficient User-Department Team Association: Mass Import Feature for Administrators

  In response to the need for efficiently updating department teams, we are introducing a new feature accessible through the advanced options in the workspace. This functionality is exclusively available for administrators and allows for a seamless and efficient update using a table/excel format. The import file should include the following columns: User, Company, Division, Department, and Assignment Type.

  This enhancement aims to empower administrators with a convenient method for updating department teams on a large scale, providing a user-friendly import process through the workspace's advanced options.

• Improvement

  Efficient User Monthly Cost Association: Mass Import Feature for Administrators

  In response to the need for importing monthly user costs, we are introducing a new feature accessible through the advanced options in the workspace. This functionality is exclusively available for administrators and allows for a seamless and efficient import using a table/excel format. The import file should include the following columns: User Name, Start Date, End Date, Monthly Value, and Hourly Rate.

  This enhancement aims to empower administrators with a convenient method for importing monthly user costs on a large scale, providing a user-friendly import process through the workspace's advanced options.

• Improvement

  Efficient User-Client Association: Mass Import Feature for Administrators

  In response to the need for a quick and mass association of users with clients, we are introducing a new feature accessible through the advanced options in the workspace. This functionality is exclusively available for administrators and allows for a seamless and efficient import of data using a table/excel format. The import file should include the following columns: UserName, CommercialClient ExternalId, and Active (denoted as 0/1, true/false, True/False).

  This enhancement aims to empower administrators with a convenient method for associating users with clients on a large scale, providing a user-friendly import process through the workspace's advanced options.

• Improvement

  Efficient User-Company Association: Mass Import Feature for Administrators

  In response to the need for a quick and mass association of users with companies, we are introducing a new feature accessible through the advanced options in the workspace. This functionality is exclusively available for administrators and allows for a seamless and efficient import of data using a table/excel format. The import file should include the following columns: Username and Company Name.

  This enhancement aims to empower administrators with a convenient method for associating users with companies on a large scale, providing a user-friendly import process through the workspace's advanced options.

• Improvement

  Description Editor Tools Moved to the Top for Improved Visibility

  The formatting tools in the Description field are not always fully visible, causing inconvenience and potential usability issues.

  To address this, a new feature has been introduced to enhance the user experience. The editor tools will now be moved to the top of the Description field. This modification ensures that the tools are prominently displayed, improving accessibility and making them consistently visible to users.

• Improvement

  Introducing New Customizable Workspaces

  In this latest release, we are excited to introduce three new workspaces that can be seamlessly integrated into user profiles within production environments. These workspaces, namely "What's New," "Upcoming Events," and "Notes," offer additional functionalities to enhance user experience.

  • What's New Workspace: Showcases the latest features and improvements introduced in each release, providing users with timely updates and insights into system enhancements.
  • Upcoming Events Workspace: Highlights significant company events and user birthdays, serving as a central space for users to stay informed about important dates and celebrations within the organization.
  • Notes Workspace:Functions as a user-friendly notepad, allowing users to make annotations, jot down important information, and store personal notes for easy reference.

  It's important to note that these workspaces will not be set as defaults initially. Users interested in incorporating these workspaces into their profiles can request their installation with the assistance of the support team. This addition aims to further customize user experiences, offering more personalized and functional spaces within the system.

• Improvement

  Improved User Profile Visibility: Introducing 'User Type' Column in the 'Typologies' Tab

  In response to audit requirements, we have introduced a valuable enhancement to the user profile management system. Users can now efficiently validate all changes related to company, division, department, role, and user type (such as CLT, Freelancer, etc.), along with their respective effective dates. The "Typologies" tab within the user profile already facilitates this process, and we've further streamlined it by adding the user contract type field (Freelance, CLT, etc.) directly within the "Roles" tab.

• Fix

  Bug fix for approved projects and associated estimates state

  In this version, we have addressed a bug related to the state of approved projects and their changes in associated budgets. Previously, when an approved project underwent modifications in budgets, the state was not adequately mapped, resulting in discrepancies. We adjusted the state mapping to accurately reflect changes in budgets and updated the state update flow. This fix aims to provide a more consistent user experience, ensuring that changes in budgets associated with approved projects are accurately reflected.

23.10.013 entries

• Improvement

  Estimate Numbering Converted to Query

  With this conversion, estimate numbering has become more flexible, no longer confined to predefined numbering types. Through a query, users can now customize the budget numbering based on the specific needs of the client. This enhancement offers greater adaptability and personalization, providing users with the freedom to tailor budget numbering schemes to align precisely with their unique requirements.

• Improvement

  Jasmin Integration: Streamlining Financial Document Workflow

  In this release, we have introduced an enhanced integration with Jasmin, providing a more robust connection for invoices, credit notes, and supplier invoices. Users can now experience a more efficient and comprehensive synchronization between our system and Jasmin, optimizing workflow by enabling seamless integration of essential financial documents. This results in more integrated financial management, reduced manual tasks, and a more accurate, real-time view of business transactions.

• Improvement

  Workload Updates Based on Document Stage

  In this release, we introduce a new feature aimed at improving workload management by considering the document stage. Previously, planned job hours that were canceled still appeared as workloads for users, which was not ideal. With the addition of the "DeleteDailyWorkloads" action, users can now efficiently remove daily workloads associated with a document, particularly in cases like cancellation.

  • Added a new "DeleteDailyWorkloads" action to be used within Workflow Transitions, allowing the removal of daily workloads associated with a document.
  • Add the new "DeleteDailyWorkloads" workflow transition action into the relevant transition, specifically the "Cancel" transition, which is intended to remove the workloads.
  • Verified in the Resources module that daily workloads are no longer displayed after executing the "DeleteDailyWorkloads" action. This ensures that users no longer see unnecessary workloads for canceled jobs, enhancing the overall efficiency of workload management.
• Fix

  Enhanced Rate and Price Table Activation Control

  In this latest feature update, we've refined the way Rate and Price tables are managed for activation. Previously, the activation status relied solely on the "isActive" flag. With this enhancement, the tables will now take into account the state of the Rate and Price tables, ensuring they are considered active or inactive. Users can now customize workflows to match their unique needs, enhancing adaptability and coherence throughout the platform.

  Additionally, to maintain data accuracy, tables in a "closed" or "canceled" state will no longer be available for use in other documents, such as client records and budgets. This ensures that only active and relevant data is accessible for a seamless and accurate workflow management experience.

• Improvement

  Restricting User Actions until Missing Hours are Recorded

  When a user is blocked due to hours missing, they used to be able to open previews of documents in the timesheet grid and add comments. However, with the recent update, if they are blocked, they are unable to perform any actions until all missing hours are entered.

  By restricting the blocked user's ability to perform actions in the system until all missing hours are recorded, the feature emphasizes individual responsibility in completing tasks and maintaining the integrity of worked hours records.

• Improvement

  Timely Integration for Timesheet Updates

  With this new integration, users can conveniently update their timesheets in Timely, and the recorded hours will seamlessly synchronize with Skills Workflow. The integration facilitates the automatic update of timesheets by removing any existing entries for the same user, project, and day combination, ensuring data accuracy. Moreover, hours added at the project level and user-associated tags (equivalent to work types) provide comprehensive tracking and management of work hours, streamlining the timesheet process for users.

• Improvement

  Automatic Feed Updates for Parent Document Date Changes

  The new feature, which automatically adds a post to the parent document's feed when job dates are updated from the child job, represents a significant contribution to efficiency and transparency in project management. By automatically recording changes, it facilitates instant and effective communication among team members, providing a clear trail of events. This not only simplifies the change tracking process but also enhances consistency of information across related jobs, reducing the likelihood of discrepancies in dates. Furthermore, by eliminating the need for manual updates in the feed, this functionality potentially reduces human errors, optimizing workflow and allowing users to focus on more strategic tasks. In summary, the automatic addition of posts to the parent document's feed is a valuable tool for enhancing collaboration and effectiveness in project management.

• Improvement

  Multiple Bindings per Website

  We are excited to introduce the ability to allow more than one binding per website. Starting now, users can enjoy the benefits of implementing multiple sites for the same tenant. This feature is configurable on a per-company basis, providing greater flexibility in tailoring website configurations to specific business needs. This enhancement empowers users with the capability to diversify and optimize their online presence, contributing to a more tailored and efficient web management experience.

  This feature should be configured with the assistance of our support team, if needed.

• Improvement

  Efficient User-Profiles Association: Mass Import Feature for Administrators

  In response to the need for a quick and mass association of users with profiles, we are introducing a new feature accessible through the advanced options in the workspace. This functionality is exclusively available for administrators and allows for a seamless and efficient import of data using a table/excel format. The import file should include the following columns: UserName, Roles).

  This enhancement aims to empower administrators with a convenient method for associating users with profiles on a large scale, providing a user-friendly import process through the workspace's advanced options.

• Improvement

  Efficient User-Responsible Association: Mass Import Feature for Administrators

  In response to the need for a quick and mass association of users with responsible, we are introducing a new feature accessible through the advanced options in the workspace. This functionality is exclusively available for administrators and allows for a seamless and efficient import of data using a table/excel format. The import file should include the following columns: Subordinate, Responsible, Order and Responsible Type.

  This enhancement aims to empower administrators with a convenient method for associating users with responsible on a large scale, providing a user-friendly import process through the workspace's advanced options.

• Improvement

  Efficient User-Delegates Association: Mass Import Feature for Administrators

  In response to the need for a quick and mass association of users with delegators, we are introducing a new feature accessible through the advanced options in the workspace. This functionality is exclusively available for administrators and allows for a seamless and efficient import of data using a table/excel format. The import file should include the following columns: UserName, Delegate, Action (Add or Remove).

  This enhancement aims to empower administrators with a convenient method for associating users with delegates on a large scale, providing a user-friendly import process through the workspace's advanced options.

• Change request

  Enhanced User Profile Management: Introducing Bulk Timesheet Level Addition in Client List

  We have introduced significant improvements to user profile management, with a focus on the client list. Users can now take advantage of the bulk functionality to add information en masse at the timesheet level directly from the client list in their profiles. This addition considerably streamlines the process of inputting data in large volumes, providing operational efficiency and time savings. This update aims to enhance the user experience by facilitating the administration of extensive information quickly and effectively.

• Fix

  Timesheet Scheduler: Restoring Approver Visibility

  The bug in the timesheet scheduler where the approver was no longer visible has been resolved. This fix involved reinstating the Approver tooltip and adapting to a database-based storage for the approver information, making it visible exclusively within filled Timesheet cells.

23.9.01 entry

• Fix

  Fixed Company Association Issue in Mass User Import

  In this update, we've resolved a issue related to the user import functionality. There was a problem where users weren't automatically associated with their respective companies when imported in bulk. This issue resulted in poorly created user profiles, and these users were not accessible in the user workspace.

  With this update, we've rectified the user import process. Now, when users are imported using a table, their company information is automatically linked to their user profile within the "company" tab.

23.81 entry

• Improvement

  Enhanced Timesheet Scheduler Performance

  This release is dedicated to boosting the performance of the Timesheet Scheduler. We've made significant improvements to optimize the scheduling process, resulting in a faster and more responsive experience for users. These enhancements are designed to streamline and improve the overall efficiency of managing timesheets.

23.8.01 entry

• Improvement

  Performance Improvements in User Assignment to Documents

  This version focuses on enhancing the performance of the user assignment process to documents. With these improvements, users will experience a more efficient and streamlined process when assigning users to documents. These enhancements have been introduced to optimize the overall user experience.

23.7.12 entries

• Fix

  Document Export to Excel

  We are pleased to announce that we have addressed a bug related to document export to Excel. This issue has been resolved, and you can now export your documents to Excel without any problems.

• Improvement

  Generic Kanban for Jobs in Project Documents

  We're excited to announce a new feature: a Generic Kanban board for managing Jobs within Project documents. This enhancement includes the following key elements:

  • Custom Views: We've introduced customizable views that allow you to tailor the Kanban board to your specific needs. You can define columns, card attributes, and filters, ensuring that the board aligns perfectly with your project management requirements.
  • Document Board Switching: You now have the ability to switch between different Kanban boards within the same document. This flexibility ensures that you can view and manage your Jobs from multiple perspectives without the need for complex workarounds.
  • User-Based Column Locking: To enhance workflow control and user experience, the system will intelligently block document column changes if a user does not have the necessary permissions or if no valid transition is available. This prevents unauthorized actions and promotes smooth, error-free project management.

  With these enhancements, our goal is to provide you with a more versatile and user-friendly Kanban board for managing Jobs within your Project documents, ultimately streamlining your project workflow and improving efficiency.

23.67 entries

• Improvement

  Introducing a New Workspace for Organizational Chart Workspace

  We've added a new workspace called "Organigram" to help you visually display your teams and departments in a clear hierarchy. Now, you can easily see who leads each team and how departments are structured within your organization, making it simpler to understand and manage your company's structure and responsibilities.

  Please note that the Organigram workspace needs to be installed through the Marketplace workspace before access can be granted.

  
  

• Improvement

  Enhanced Timesheets and Absences Workspace

  We've upgraded the Timesheets and Absences Workspace with new features. These include extra fields like job type, additional user details, user tags, job position group, project number, employee, project classification, project nature, and client classification. These new fields give you more detailed information when filling out timesheets and tracking absences, making it easier to manage projects, tasks, and your workforce effectively.

  Now, you can categorize Timesheets and Absences by job type, specify user details, apply user tags, and group them by job position. You can also link entries to specific projects using project numbers, associate them with employees, and classify projects and clients in more detail. This simplifies your data management, improves reporting, and enhances project and workforce management within your software. Enjoy more control and precision in your operations.

• Improvement

  Customized Job Progress Visualization in Resource Workspace

  We've introduced an enhancement to our Resource Management Workspace. Now, when you view a user's job progress map, you have the option to display the job bars not just from their start dates but from the date of their last stage change to the end date. To activate this feature, simply set the "JobStartDate" parameter to "stagedate." This customization provides you with a more tailored and insightful view of your project timelines based on your specific preferences.

  Please note that the Resource workspace needs to be installed through the Marketplace workspace before access can be granted.

• Improvement

  New Daily Workload Feature in Resource Planning Workspace

  We've introduced an addition to our Resource Planning Workspace. Now, you can set daily workloads to specify the number of hours assigned to each project or job and allocate them to individual users on a day-to-day basis. This enhancement provides you with more precise control and flexibility in managing your project resources and schedules.

  Please note that the Resource Planning workspace needs to be installed through the Marketplace workspace before access can be granted.

• Improvement

  New Project Workspace: Project History and Weekly Activity

  We are thrilled to introduce a new workspace that offers a comprehensive view of your projects, focusing on their historical progress and weekly activity. This workspace provides valuable insights into project development, including:

  • Project History: You can track the history of each project's stages, including the duration between state changes. This historical data gives you a detailed perspective on how projects evolve over time.
  • Weekly Project Creation: The workspace displays the total number of projects created each week, allowing you to monitor project initiation trends and workload distribution over time.
  • Project Classification Analysis: You can view graphs and charts categorizing projects based on their classifications, helping you identify patterns and trends within different project types.
  • Pivot Table: You can analyze projects based on various criteria, providing a flexible and interactive way to investigate your project data.
  • Final Project List: Easily access a comprehensive list of all your projects, making it simple to review and query specific project details.

  This new workspace is designed to enhance your project management capabilities by providing valuable historical data, visual representations, and exploration tools, ensuring you have the insights needed to make informed decisions and optimize your project workflows.

• Improvement

  Enhancements in Integration with VBS System

  We're excited to share some significant improvements in our integration with the external VBS system:

  Within the Skills timesheet grid, hours that have already been imported will now display in the tooltip, accompanied by their external ID number. This added visibility ensures you can easily track your integrated hours.

  Going forward, only hours that have been submitted for approval will be transmitted to the VBS system.

  Now, only the hours and absences for a user's current day will be sent if the total hours meet the minimum required. This ensures that data sent to VBS aligns with your organization's policies, optimizing efficiency and accuracy in the integration process.

  In the event of an integration error, users will receive notifications within their timesheets, allowing them to promptly address any discrepancies. These notifications will inform users that their hours were not correctly updated in the VBS system, ensuring transparency and accountability.

• Fix

  Enhanced Leaves My Department Workspace

  Previously, the dashboard displayed data without accounting for holidays and did not consider the user's company. With this update, Leaves My Department will now provide a more comprehensive view by showing both user absences and holidays specific to their company. We have added the user's company information to the displayed holidays, ensuring that the workspace reflects a more accurate and tailored representation of leave and holiday data within the organization.

  Please note that the Resource Planning workspace needs to be installed through the Marketplace workspace before access can be granted.

23.6.07 entries

• Improvement

  Advanced Workload Management: Setting Workloads by Day and Period in Resource Scheduler Workspace

  In our Resource Scheduler Workspace, we've introduced an advanced feature that allows you to set workloads not only on a daily basis but also over specified periods. Now, you can define workload assignments by specifying start and end dates, and the system will evenly distribute the workload across the designated days within that timeframe. This addition provides you with even more flexibility in managing and optimizing your project resources efficiently.

  Please note that the Resource Scheduler workspace needs to be installed through the Marketplace workspace before access can be granted.

• Improvement

  New Integration with Jasmin Financial System

  We are excited to introduce a new integration with the Jasmin financial system, aimed at streamlining various financial processes:

  • Invoice Integration: Now, authorizations for invoices created within the Skills Workflow will be seamlessly sent to Jasmin. This ensures efficient management of billing authorizations, improving your financial workflow.
  • Service Creation: You can now create articles and services directly within Jasmin, simplifying the process.
  • Client and Supplier Management: Commercial client records, as well as supplier records, will be automatically created in Jasmin, reducing manual data entry. On our end, we will populate billing client and supplier tables with the necessary information.
  • Currency, Payment Conditions, and Tax Configuration: To facilitate seamless transactions, we'll ensure that currency, payment conditions, and tax tables are synchronized between the two systems. This ensures consistency and accuracy in your financial data.

  With this integration, you'll experience improved efficiency, reduced manual data entry, and enhanced financial control as your systems seamlessly communicate with Jasmin for various financial operations.

• Improvement

  Enhancements in Omie Financial System Integration

  When invoices are generated in Omie, the Skills system now receives the invoice number in the invoice.

  This synchronization ensures seamless integration between both systems.

• Improvement

  Enhancements in Real-Time Service

  We're excited to announce improvements to our Real-Time service! Now, when two or more users are simultaneously editing the same document, the system will alert you about conflicting updates and give you the option to either keep your changes or update the document. If you choose to update, the document will refresh, incorporating the changes made by the other user. This allows you to add your input to the latest version. If you opt not to update, your changes will be saved under the previous version, preserving the alterations made by the other user in the previous description. These enhancements ensure a smoother collaborative editing experience, preventing conflicts and preserving your work.

• Improvement

  Enhancement: Inclusion of 'Detail' field in Timesheet Reports

  We have incorporated a improvement to our Timesheet Reports. Now, administrative personnel can access and view the detailed information entered in the 'Detail' section of the timesheet. This enhancement ensures that the 'Detail' information is seamlessly integrated into the "Timesheet Permisos y Vacaciones" report, providing administrators with comprehensive insights into timesheet-related data.

• Improvement

  Timesheet Approvals with Hierarchical Structure

  We've introduced an enhanced approval process for timesheets in the system.

  Previously, you could designate either the project owner, client manager, or the user responsible for approving a user's timesheet. Now, similar to the existing leave approval process, you have the flexibility to define a hierarchical approval structure for hours.

  To implement this, you need to specify the approver type as "Ordered User Responsible" or "Project Owner And Ordered User Responsible" and sequentially assign responsible individuals in the 'Responsibles' tab within the user workspace, categorizing them under the "timesheets" type. The functionality mirrors that of leave approvals, where hours become available for the next approver in line once the previous one has granted approval.

  This enhancement streamlines and customizes your timesheet approval process, offering greater flexibility and control.

• Improvement

  Brief Templates for Requests

  We are excited to introduce a powerful enhancement to the Request document - the integration of Brief Templates. Similar to how templates can be associated with jobs and projects, you can now configure templates for your briefings and link them to specific types. To get started, simply create the necessary templates in the configuration settings and associate them with the relevant document types. Once this is done, whenever you create a brief with these types, the template will be automatically added to the document description. This feature streamlines the briefing process, ensuring consistency and efficiency in your documentation.

23.5.014 entries

• Improvement

  Enhanced Work Type Differentiation in Timesheets: Introducing Flags for Administrative and Client Tasks

  In this update, a new feature has been introduced to differentiate between administrative and client work types in timesheets.

  To provide a more refined work type selection experience in timesheets, the following changes have been made based on the "Is Client" and "Is Administrative" flags:

  • Client Work Types: Work types flagged as "Is Client" will now be presented in the "Work Types" column within the timesheet grid. This ensures a clear representation of work type associations for allocated hours.
  • Administrative Work Types: Work types marked as "Is Administrative" will now be available for selection in the suggestions popup within the timesheet, specifically within the "Administrative Hours" tab.
• Improvement

  Importing User Leaves from BambooHR to Skills Workflow

  In this update, a new feature has been introduced that enables the seamless import of user leaves from the BambooHR system into the Skills Workflow platform.

• Improvement

  Importing User from BambooHR to Skills Workflow

  In this update, a new feature has been introduced that enables the seamless import of user from the BambooHR system into the Skills Workflow platform.

• Improvement

  Addition of New Properties in BambooHR Integration

  In this update, new properties have been added to the integration with BambooHR.

  • Email in SSO and AD Username Fields: The integration now allows the email address to be automatically populated into both the Single Sign-On (SSO) and Active Directory (AD) Username fields. This simplifies user access and ensures consistency across systems.
  • Minimum Daily and Weekly Hours: In response to user feedback, the integration now populates the minimum daily and weekly hours based on the predefined values set by the company. This automation reduces data entry and aligns with company-wide standards.
  • Default Profile Assignment: The default profile assignment streamlines user onboarding and ensures proper profile alignment.
• Fix

  Fixed Expense editing Issue

  In this update, we have addressed an issue related to editing expenses that were automatically generated through the duplication of an expense sheet.

  Previously, when an expense sheet was copied, including its associated expenses, users were encountering difficulties in making edits to the copied expenses.

  We have resolved this issue to allow users to make the required edits to expenses that have been generated through the duplication of an expense sheet. With this correction, users can now freely modify the details of copied expenses as needed.

• Improvement

  Importing Commercial Clients from Skills Workflow to Timely

  In this update, a new feature has been introduced that enables the seamless import of Commercial Clients from the Skills Workflow platform into the Timely system.

• Improvement

  Importing Projects from Skills Workflow to Timely

  In this update, a new feature has been introduced that enables the seamless import of projects from the Skills Workflow platform into the Timely system.

• Improvement

  Daily Resource Allocation in Staff Plan Workspace

  We are excited to introduce a significant enhancement to our Staff Plan workspace in the Builder module. Now, users have the capability to create plans using days as the unit of measurement, providing a more flexible and accurate resource planning experience.

  Traditionally, our system has focused on planning resources in hours. However, we understand that many projects require a day-based approach for more precise resource allocation.

  To address this need, we have expanded the capabilities of our Staff Plan workspace. With this new feature, you can now create plans in days, ensuring that your resource allocation is aligned with project timelines and account management requirements.

  
  

  Please note that the Staff Plan workspace needs to be installed through the Marketplace workspace before access can be granted.

• Improvement

  Introducing a New Workspace for Planning Time in Days

  We are pleased to introduce a new workspace dedicated to planned time, which is designed to enhance your resource allocation process. This addition addresses the need for more flexible resource planning, as we recognize that planning in days is just as crucial as planning in hours.

  Currently, our planned time module operates solely on an hourly basis. However, we understand that certain projects and tasks require planning in days to accurately reflect resource allocation and project timelines.

  This new workspace functions as a replica of the familiar planned time module, but with the added flexibility of planning in days.

  
  

  Please note that the Planned Time workspace needs to be installed through the Marketplace workspace before access can be granted.

• Improvement

  Importing Bills from Skills Workflow plataform to TOC Online

  In this update, a new feature has been introduced that enables the seamless import of bills from the Skills Workflow platform into the TOC Online system.?

• Improvement

  New Project Workspace: List of Associated Jobs

  In this update, we have introduced a new workspace specifically designed for project documents. This workspace provides a comprehensive list of all associated jobs and is intended to eventually replace the default settings.

  With the implementation of this workspace, users can leverage numerous advantages (add, remove, filter by fields) thanks to its customizable nature.

• Improvement

  Workspace "People on Leave" Enhancement: Comprehensive Holiday Reflection

  In this update, we have enhanced the "People on Leave" workspace to provide a comprehensive reflection of holidays for all users across the entire company.

• Improvement

  Introducing Client Time Sheet Workspace

  The Time Sheets Workspace is a new feature designed to provide a detailed view of all hours added to each client. This workspace allows users to gain insights into the specific documents to which the hours were added, along with the timestamp of addition and the contributor's information. Furthermore, users can easily track the approval status of the hours.

  The Time Sheets Workspace is a new feature designed to provide a detailed view of all hours added to each client. This workspace allows users to gain insights into the specific documents to which the hours were added, along with the timestamp of addition and the contributor's information. Furthermore, users can easily track the approval status of the hours.

  With the Enhanced Time Sheets Workspace, you can efficiently manage and monitor the hours added to clients, facilitating effective project tracking and resource allocation. Stay informed, organized, and in control of your time tracking process.

• Change request

  Fixed the creation of sub-documents, in preview mode, in locked documents

  In this update, an identified issue has been addressed where locked documents were allowing the creation of associated sub-documents in preview mode. This issue has been rectified to ensure that locked documents do not allow the creation of associated sub-documents in preview mode, in accordance with the expected behavior.

  When accessing a locked document in preview mode, users will no longer have the option to create associated sub-documents.

23.52 entries

• Change request

  Improvements to the Kanban per Period workspace

  Users now have the capability to filter tasks based on user tags, making task distribution and team workload monitoring simpler and more effective than ever before.

  • Access the Kanban per Period Workspace: Log in to our platform and navigate to the Kanban per Period workspace.
  • View Current Tasks: Here, you will find a comprehensive list of all tasks assigned to your team.
  • Activate User Tag Filtering: You will now notice a new filtering option - "Search." Click on it to proceed.
  • Select Desired Tags: A dropdown list will display all available user tags. Choose one or more tags that you wish to filter by.
  • See the Results: Once the filters are applied, the task list will be automatically updated to display only those tasks that correspond to the selected user tags.
  • Effortless Task Distribution: With tasks now filtered, you can allocate work with precision, taking into account the skills and availability of each team member.

  
  

  Please note that the Kanban per Period workspace needs to be installed through the Marketplace workspace before access can be granted.

• Change request

  Improvements to the resource planning workspace

  Users now have the capability to filter tasks based on user tags, making task distribution and team workload monitoring simpler and more effective than ever before.

  • Access the Resources Planning Workspace: Log in to our platform and navigate to the Resource Planning workspace.
  • View Current Tasks: Here, you will find a comprehensive list of all tasks assigned to your team.
  • Activate User Tag Filtering: You will now notice a new filtering option - "Search Resource Tags." Click on it to proceed.
  • Select Desired Tags: A dropdown list will display all available user tags. Choose one or more tags that you wish to filter by.
  • See the Results: Once the filters are applied, the task list will be automatically updated to display only those tasks that correspond to the selected user tags.
  • Effortless Task Distribution: With tasks now filtered, you can allocate work with precision, taking into account the skills and availability of each team member.

  
  

  Please note that the Resource Planning workspace needs to be installed through the Marketplace workspace before access can be granted.

23.4.09 entries

• Improvement

  Configuration to define Teams to be copied in job duplication

  This feature allows users to indicate which teams should be copied during the duplication of jobs. This enhancement improves efficiency and eliminates unnecessary work in manually editing teams during job duplication.

  Provided a configuration option in the Jobs document workspace to define the teams to be copied.

  If no configuration is made, the default behavior should be to copy the teams as they are during the job duplication process.

• Change request

  Mass Leave Assignment in Hours

  This feature will allow administrators to assign "mass leaves" hours simultaneously to all users in a company or to a selected group. This functionality will simplify the process of marking collective absences in the company calendar, ensuring that all users have their absences properly recorded.

  The feature will be accessible only to administrators or users with specific permissions.

  Administrators will be able to select a specific date or a period of time during which they want to assign the "mass leave". It will be possible to select all users in the company or only a specific group of users to apply the collective absence. Instead of assigning whole days off, administrators will be able to specify the duration of the absence in hours. The system will automatically calculate the total hours of assigned absence and reflect them in the individual records of the users.

  Users will be able to view the absence along with other scheduled absences.

  Benefits:

  • Facilitates the assignment of collective absences for all users in a company, saving time and administrative effort.
  • Avoids the need to manually mark each individual leave separately.
  • Ensures that all users have the same amount of assigned hours off, maintaining fairness and transparency.
• Fix

  Fix the expenses report

  The total expense amount was not returning the total value including taxes.

  To provide a detailed breakdown of the amount, additional fields have been added that allow for analysis of the following values: VAT %, VATValue, ValueWithoutVAT, and ValueWithVAT from the Expense in the View.

• Improvement

  Added the ability to mass assign users to teams in Request list

  This feature aims to enhance the user experience and streamline the process of assigning users to teams in Briefs. By providing a bulk assignment functionality, users will be able to efficiently assign multiple users to teams simultaneously, saving time and effort.

• Improvement

  Job Profitability Workspace

  The Job Profitability Workspace is a new feature that has been created to provide a dedicated workspace for tracking and analyzing the profitability of individual jobs. This workspace offers valuable insights into the financial performance of jobs, enabling users to make informed decisions and optimize their business operations.

  Please note that the Job Profitability workspace needs to be installed through the Marketplace workspace before access can be granted.

• Improvement

  Typology Group Import

  The Typology Group Import feature allows users with administrative access or typology group access to import groups of typologies within the maintenance area. This feature simplifies the deployment processes for new clients and the configuration of new companies added to existing sites.

  Importing typology group must be done in Excel format, directly in the typology group workspace of the configuration.

  The required column structure for the import file as follows:

  • Name: The name of the typology group.
  • Company: The associated company for the typology group.
  • Order: The order in which the typology group should be displayed (optional).
  • Active: A flag indicating whether the typology group is active or not.
• Improvement

  Report duplication

  The report duplication feature enables users to create copies of existing reports within the same environment. It is accessible through the maintenance area and the reports workspace. Only users with report creation access have permission to use this feature. It allows for the quick creation of reports with minor differences.

  Duplication Process:

  • When a user selects a report to duplicate, create a copy of the report, including all associated configurations, filters, and visualizations.
  • Allow the user to modify specific details of the duplicated report, such as the report name, description, or filter settings.
  • The duplicated report is saved separately from the original report, with a unique identifier.
• Improvement

  Holiday Import Functionality

  The holiday import feature is designed to streamline the maintenance and deployment of environments that involve multiple companies. By providing a convenient way to import holidays, this feature aims to improve the accuracy and efficiency of managing holidays across different environments.

  Importing holidays must be done in Excel format, directly in the Holidays workspace of the configuration.

  The required column structure for the import file as follows:

  • Name: The name of the holiday.
  • Company: The company associated with the holiday.
  • Date: The date of the holiday.
  • Description: Additional information or details about the holiday (optional).
  • Allow timesheets: A flag indicating whether timesheets are allowed on this holiday.
• Fix

  Fix the product field in timesheet suggestions

  In the timesheet suggestion grid, the product column was missing data. The table has been fixed so that when the user is searching for a document, project, or job, they can easily filter by product and correctly fill in the hours.

23.42 entries

• Improvement

  Time Sheet Approvals and Missing Time Workspace

  This workspace is designed for team managers. Its purpose is to help you manage timesheets, track approvals, and identify missing time entries from your subordinates.

  It is organized into different sections.

  • The "Pending Users and Pending Hours" section provides you with general information about the total number of missing time entries from your team. It shows how many users have not submitted their timesheets and the total number of hours pending.
  • The "Blocked and Pending Users" section provides detailed information about the users who have not submitted their timesheets and the reasons for their blocks. This section helps you understand why certain users are unable to submit their entries and take appropriate actions.
  • The "Locks and Unlocks History" section allows you to analyze the behavior of each user over time. You can identify individuals who consistently fill out their timesheets and those who do not.

  By using this workspace, you can effectively manage timesheets, ensure timely submissions, and gain insights into user behavior.

  To use this workspace, you need to install it through the Marketplace workspace first. Once installed, you can access the timesheets area to begin using its features.

• Improvement

  Client FTE Workspace

  The objective of this workspace is to provide a comprehensive financial management solution for tracking data related to clients, hours, and sales values within each fee arrangement.

  To provide a more detailed analysis, the information can be filtered by date and segmented by department and positions.

  Sections:

  Total Contracted Hours: This section displays a column showing the total number of hours contracted for each client. It provides an overview of the agreed-upon hours for billing purposes.

  Actual Hours: This section provides a breakdown of the actual hours worked for each client. It is further divided into the following sub-sections:

  a. Billable Hours: This sub-section displays the number of hours worked that can be billed to the client. These are the hours directly related to client projects or services.

  b. Non-Billable Hours: This sub-section shows the number of hours worked that cannot be billed to the client. These hours may include internal meetings, training, or non-client-related tasks.

  c. Administrative Hours: This sub-section showcases the number of hours spent on administrative tasks such as project management, invoicing, or client communication that is not directly billable to the client.

  The workspace allows for easy tracking and monitoring of hours and values associated with each client's fee arrangement. It provides insights into the distribution of hours among billable, non-billable, and administrative categories, aiding in financial analysis and decision-making.

  Please note that the Client FTE workspace needs to be installed through the Marketplace workspace before access can be granted.

23.3.018 entries

• Improvement

  Teams: Added option to remove all elements from a document team

  A remove button has been added for users to quickly remove all team members from the document.

  To use this functionality, you just need to put the teams in edit mode and click on the "Delete" option. All elements will be eliminated at once, speeding up the document creation process.

• Improvement

  Added the possibility to mention users through the documents popup

  Mentioning users is a widely used feature in the document feed.

  Previously it was only available when the user was browsing the document, now it can also be used if it is in preview popup mode.

• Improvement

  Added the possibility to consult, via mobile, the description added to the leaves forms

  In order to improve the usability of the leaves, through the mobile, the description field was added to the booked leaves.

  To make the field visible, you just need to click on the detail of the leave. A new view will open with all related details.

  The field can be consulted and edited in this way across both platforms: Mobile and Web.

  
  

  
  

• Change request

  Profitability workspace: Added project owner field

  In order to obtain more detailed information on the projects under analysis, the project owner field was added to the workspace.

• Fix

  Fixed file upload via mobile app

  Previewing and downloading files is now available via the mobile app. Through the document feed, or the files tab, the user has the feature available for use.

• Improvement

  Button to recalculate the value of timesheets

  Users' monthly values may change, and the cost of timesheets added in the past may have to be recalculated.

  Users with access to the "Confidential" role have a new button available in the "Monthly Cost" tab in User maintenance.

  After defining the costs, if the maintenance user clicks on the option, all timesheets for that period will be recalculated at the currently defined value.

• Improvement

  Added drag functionality to book Leave days in Leaves Scheduler workspace

  Through the Leave Scheduler workspace, it is now possible to mark absences more efficiently, the user can drag the desired days with the mouse, without the need to click one by one.

• Fix

  Fixed duplication of Users

  The duplication of users is operational, so that it is quickly possible to create users with characteristics identical to others.

• Fix

  Fixed supplier invoice preview popup

  Fixed supplier invoice preview popup so that it is possible to generate invoices directly from the list, without the user needing to navigate to the document.

• Improvement

  Maintenance - Added interface to import Suppliers

  Importing suppliers has been made easier through an update made to the Suppliers configuration workspace.

  The user with creation access will be able to massively import a list of Suppliers into the system.

  For this, the user only needs to select the "export" option and fill in an excel table with the extracted formatting. In this way, the insertion of data will be done then, only once through the import option of the table.

• Improvement

  Maintenance - Added interface to export and import reports

  Exporting and importing reports has been made easier through an update made to the Reports configuration workspace.

  The user with creation access will be able to export and import reports between environments through the option "export reports" and "import reports".

• Improvement

  Maintenance - Added interface to export and import Services

  Exporting and importing services has been made easier through an update made to the Services configuration workspace.

  The user with creation access will be able to massively import a list of Services into the system.

  For this, the user only needs to select the "export" option and fill in an excel table with the extracted formatting. In this way, the insertion of data will be done then, only once through the import option of the table.

• Improvement

  Maintenance - Added interface to import Services Groups

  Importing services groups has been made easier through an update made to the Services Group configuration workspace.

  The user with creation access will be able to massively import a list of Group Services into the system.

  For this, the user only needs to select the "export" option and fill in an excel table with the extracted formatting. In this way, the insertion of data will be done then, only once through the import option of the table.

• Improvement

  Maintenance - Added interface to import Commercial Products

  Importing services has been made easier through an update made to the Commercial Products configuration workspace.

  The user with creation access will be able to massively import a list of Commercial Products into the system.

  For this, the user only needs to select the "export" option and fill in an excel table with the extracted formatting. In this way, the insertion of data will be done then, only once through the import option of the table.

• Improvement

  Maintenance - Added interface to import Employees

  Importing Employees has been made easier through an update made to the Employees configuration workspace.

  The user with creation access will be able to massively import a list of Employees into the system.

  For this, the user only needs to select the "export" option and fill in an excel table with the extracted formatting. In this way, the insertion of data will be done then, only once through the import option of the table.

• Improvement

  Leaves Scheduler Workspace: Book and Unbook leaves

  In the leaves scheduler workspace, new functionalities have been added, so that the user can fully manage his absences through the workspace.

  By dragging the mouse, it is possible to mark the absences.

  By clicking the right mouse button, you will be able to consult or delete the details of the marked absence.

  
  

• Improvement

  Added option to add tags to Commercial Clients

  In order to be able to label clients, a new field was added to the commercial client's info.

  The tags must be previously created in the "Tags" maintenance workspace and only then must they be associated with the commercial client.

  Only users with corresponding accesses should be able to create and edit Tags.

• Improvement

  Reports Maintenance - Added way to configure the file to be sent by email

  There are reports that should be sent to users at a defined frequency.

  The reports must be sent in excel format and who defines their content is the maintenance user.

  Through the report files in the user settings area, the file to be sent can be defined through the maintenance area.

22.21.01 entry

• Improvement

  Added the possibility to consult the description of the Roles

  In order to facilitate the interpretation of existing roles in the system, a description field was added.

  You can now obtain this information through the maintenance - "Roles" workspace.

22.20.010 entries

• Improvement

  Added the history of typologies associated with users.

  In order to analyze timesheets based on real information, in the user's configuration, a new "Typology" tab is available.

  It is possible to view and edit the following fields:

  • Start and End date;
  • Company
  • Division
  • Department
  • Typology Group
  • Typology

  
  

  This way you can adjust history that is not properly classified.

• Improvement

  Created a new workspace to consult the Roles Matrix

  A new Roles workspace is available in the configuration.

  Through this list it is possible to quickly analyze the profiles and respective roles associated with each user.

• Improvement

  In the configuration, the data was filtered by access to the user's company

  In maintenance, configuration users are now being limited by company access.

  If they need to make adjustments to departments, jobtypes, etc. from other companies, should request that access be assigned to them.

• Fix

  Time Sheets Approval Workspace: Added the option to approve and disapprove individually

  In order to be able to approve or disapprove isolated cells, a new feature was added to the workspace.

  By selecting the cells, through the upper icons, you can now approve/disapprove without being a bulk.

• Improvement

  Created a new list of contracts with custom views

  In order for the user to create their own views, with the organization of columns and necessary fields, the option to create custom views was added to the Contract workspace.

  The user can create as many views as he needs.

  You can keep them private, or public to share with the rest of the team.

• Improvement

  The configuration of automatic teams based on the job type in the job has been modified

  In maintenance, to configure the assignment of users in teams based on the job type previously it was necessary to assign the action "JobTypeAssignment".

  This action has been discontinued, and now the configuration must be done via query directly in the workflow transition.

  
  

  The configuration must be done as follows:

  • Add the AssignJobTypeTeam action where options are QueryName;TeamNames.

  
  

  Query name: AssignTeam_Job_JobTypeAssignments

• Improvement

  Added custom views to Resources workspace

  In order for the user to create their own views, with the organization of columns and necessary fields, the option to create custom views was added to the resource workspace.

  The user can create as many views as he needs.

  You can keep them private, or public to share with the rest of the team.

• Improvement

  The configuration of automatic teams based on the department in the jobs has been modified

  In maintenance, to configure the assignment of users in teams based on the department previously it was necessary to assign the action "DepartmentAssignment".

  This action has been discontinued, and now the configuration must be done via query directly in the workflow transition.

  
  

  The configuration must be done as follows:

  • Add the AssignDepartmentTeam action where options are QueryName;TeamNames.

  
  

  Query name: AssignTeam_Job_DepartmentAssignments

• Fix

  Added the possibility to consult the date of the last modification of documents when performed via the interface.

  When documents were updated via the interface, the "ModifiedOn" field was not being updated.

  At this point, it is already possible to follow up both for the changes made via the interface and manually.

• Fix

  Added the possibility to make the product field visible in estimates associated with contracts.

  In estimates associated with contracts, the product field was hidden by default, in the document info.

  With the help of a user with maintenance access, it is possible to make this field visible.

  In this way, users who browse for the estimate quickly find out which product is related.

22.19.021 entries

• Fix

  Monthly Cost Workspace - Adjusted the format of dates when defining periods.

  Monthly Cost Workspace:

  • Adjusted the editor so that the date format is MM-YYYY only.
  • The available values are a monthly value, so the editor has been modified so that it does not allow the selection of specific days.
• Fix

  Leaves Scheduler Workspace: Added filter by division and company that the logged in user has access to.

  Leaves Scheduler Workspace:

  • Now it will only appear Resources from divisions that the logged user has access to.
  • If the logged user has an empty list of possible divisions then it will show Resources from all the divisions.

  
  

• Improvement

  Added polly and tenant service client on integration api.

  In order to make the integration api more resilient, polly and tenant service client were added to the integration api.

  So, the integration API that only tried to run 1 time, started to try more with polly.

• Improvement

  Created a Stress test to evaluate Purchase Orders list.

  In order to analyze and improve the performance of the Purchase Orders list, a K6 stress test was created.

• Improvement

  Converted the list of Purchase Orders to use Search and Custom views.

  In order to create custom views and improve the performance, the Purchase Orders list was converted into a workspace based on the Search service.

• Improvement

  Added logic to customize hierarchy between documents.

  Through the configuration of each document (example: Budgets, Jobs), it is possible to define a hierarchy.

  • In this way, there is the possibility for the user to visualize and navigate to the hierarchically inferior documents through breadcrumbs.
• Improvement

  Converted the list of Requests to use Search and Custom views.

  In order to create custom views and improve the performance, the Requests list was converted into a workspace based on the Search service.

• Fix

  Created a new Estimate creation popup.

  A standard workspace for creating Estimates has been created. In order to improve the system's performance and usability, this was a first approach to the popup.

• Improvement

  Added information about the Clients' company in the Users' association.

  There are many clients with the same names registered in the environments and without the company's information, maintenance became very laborious and time-consuming.

  In this way, the company was added to the clients in the association with the users.

• Fix

  Fixed error when filtering by datafields in Search.

• Fix

  Created a new Job creation popup.

  A standard workspace for creating Jobs has been created. In order to improve the system's performance and usability, this was a first approach to the popup.

• Fix

  Fixed the Project Types configuration workspace endpoint.

  Added the CompanyId to the Project Type endpoint in order for it to be considered in the popup, and to fix the bug of the field being blank.

• Fix

  Created a new Projects creation popup.

  A standard workspace for creating Projects has been created. In order to improve the system's performance and usability, this was a first approach to the popup.

• Fix

  Created a new Requests creation popup.

  A standard workspace for creating Requests has been created. In order to improve the system's performance and usability, this was a first approach to the popup.

• Fix

  Fixed the bug that didn't allow to set wokflow to null in the jobtype

  The document type may or may not have an associated workflow. Not being a mandatory field, it is now possible to set the field to null.

• Improvement

  Created a workspace to configure Schedules in the Configuration.

  A new workspace was created for the purpose of configuring Schedules.

  • In this workspace it is possible to atribute a name to the file, define dates and the frequency of execution.
  • The link to preview and download the file is available in this workspace.
• Improvement

  Removed the "Unfiltred" tag when there is no View created.

  When a list supports views, but there are not yet created, the "Unfiltred" tag was removed and a blank one was added.

  • The default list with no filters applied will not have a name associated with it.
• Improvement

  Created endpoints to list and remove Schedules.

  In the analytics API, new endpoints were created to list and remove Schedules.

• Improvement

  Delegates Users Workspace - Improved the association of Delegates to Users

  Delegates User Workspace:

  The associations feature was refactored.

  • Now it allows the association of more than one Delegates at the same time to the User.

  
  

• Improvement

  Added new columns in SkillTimesheetAndUserVacationsReport view.

  Added new columns in the SkillTimesheetAndUserVacationsReport view:

  • ProjectId
  • ProjectNumber
  • ClientId
• Improvement

  Products Users Workspace - Improved the association of Products to Users

  Products User Workspace:

  The associations feature was refactored.

  • Now it allows the association of more than one Products at the same time to the User.

  
  

22.17.011 entries

• Change request

  Added a Inactivation date to the User.

  When the Active button is turned off, the Inactivation date field is populated.

  
  

• Improvement

  Created a Client Classifications workspace.

  In the V3 configuration, a new workspace is now available to define clients classifications.

• Improvement

  Resources Workspace: Added the logged in user to the resources list.

  In order for the user to be able to analyze their own workload, their user is now visible in the resource list.

• Improvement

  Resources Scheduler Workspace: Added a calendar to navigate to the desired day.

  In order to navigate to a specific day's view, a calendar has been added to the workspace.

• Change request

  Added the Cost without VAT to the list of Estimates in the Project.

  Added the column for the Cost without VAT and corresponding total to the Project Estimates Workspace.

• Improvement

  Promoted the Project Company to an Entity

  Created a new entity. In this way, it is possible to create and edit custom fields for Project Company.

• Change request

  Added the possibility to show only one button when using the SW.Application.Popup.showConfirmation() method.

  Added logic so that is possible to prompt and confirm popup's have 1 or 2 buttons.

  To hide a certain button, it is necessary to pass null in its text property.

• Improvement

  Added Work Type to Department Workspace.

  In order to be able to associate work types with departments, a new workspace was created.

• Improvement

  Added a counter at list indicating how many lines are selected.

  Lists have a row limitation for when the user is editing bulk objects.

  To return information on how many lines are selected, a counter was added at the end of each list.

• Improvement

  Added Notes workspace to Jobs.

  Added a new workspace in the job, where the team is able to add notes regarding the document.

  Access to these notes can be controlled by roles, limiting access to the workspace.

• Improvement

  Timesheets e Leaves dashboard: Added a parameter to show inactive users

  Added a parameter to the Workspace to show or hide Inactive Users.

  
  

22.16.013 entries

• Improvement

  Time Sheet: Added automatic approval for who is their own direct responsible

  Timesheet Approval:

  • A new approval functionality has been added. When the user is responsible for himself, the hours sent for approval will be automatically approved.
• Fix

  Added new filters to the Resources workspace.

  Added the Client and Project filter:

  • When the user chooses a project and the resource doesn't have jobs from the chosen project the resource will be hidden.
  • When filtering by client it will only show the resources that have access to that client.
• Improvement

  Added new filters to the Resources workspace.

  Added the Commercial Client Product filter to the Resources workspace.

• Improvement

  Added WorkflowState filter to the Resources workspace query

  Added WorkflowState filter to the Resources workspace query to just show jobs from the required stages.

• Improvement

  Added leaves and holiday data to the Resources workspace.

  To improve the resource module experience, leaves and holidays are now being represented in this workspace.

• Improvement

  The priority field is set to null when creating a Request.

  Request creation form:

  • The Priority field is now configured in Document Member, and can be configured as mandatory.
  • The field is set to null by default.
• Improvement

  Improved workspace import

  Workspaces Painel Id's:

  • When workspaces are imported, components Id's are no longer being modified.
• Improvement

  Converted the traditional Estimate list to a workspace list based on Search.

  Created a new Estimate Workspace List:

  • List of estimate not filtered by states. In this way, it will be up to the user to create their own list views.
• Improvement

  Converted the traditional Contract list to a workspace list based on Search.

  Created a new Contract Workspace List:

  • List of estimate not filtered by states. In this way, it will be up to the user to create their own list views.

  
  

• Fix

  Leave types - Added the possibility to override the entitlement of leaves.

  Leaves

  • When the Leave property 'Allow negative' is on, the user has the possibility to mark more leaves than is available.
  • This way the entitlement will be negative.
• Improvement

  Added support for "Allow preview" in the Kanban grid's properties.

  A new property has been added to Kanban Grid. The feature makes it possible to open the document preview with one click.

• Fix

  Client Users Workspace - Improved the association of Clients to Users

  Client User Workspace:

  The associations feature was refactored.

  • Now it allows the association of more than one Client at the same time to the User.
• Fix

  Added the possibility to inactivate reasons for workflow transitions.

  Motives in Transitions Workspace:

  • When a motive is already being used in documents, it cannot be deleted.
  • Currently you can deactivate it, to discontinue its use.

22.10.05 entries

• Fix

  Added new side menu.

  This new menu can be activated in Configuration.

  The buttons on the top menu bar move to the sidebar of the other menus.

  It is possible to make the bar hidden when the cursor is removed from the context, in this way the screen definition is readjusted and 100% used.

• Fix

  Excluded cancelled Supplier Invoices from the Margins Workspace.

  Excluded cancelled Supplier Invoices from the Margins Workspace to get a real sense of generated invoices.

• Improvement

  Added the Estimate Cost value to the Estimate List workspace.

  To analyze the cost of estimates, a new field was added to the list: Total Cost without tax.

• Change request

  Added a field in the Files micro service to add Comments.

  Added a field called Descrition to let the User add information about the File.

  This feature was added only on the file system V3.

  
  

  
  

• Improvement

  Created a user FTE Workspace.

  Created a standard FTE for Users:

  
  

  Parameter - Added a parameter to set the FTE value;

  Contracted - Show Contracted time where Users are shown;

  Actuals - Show the Actual time per Client, Billable and Administrative;

  Filter - Added a range selection for the dates selection.

22.9.013 entries

• Improvement

  Added the Time Sheet Level to the Client User in Configuration.

  In order to assign a Time Sheet Level to the user, a new field has been made available in the Users association workspace in the Client.

• Improvement

  Created Workspace for All Projects in Contracts.

  A new workspace has been created, where you can view all projects associated with contracts.

• Improvement

  Created an Entire List for Jobs.

  A new list of all jobs was created, with existing fields but in workspace version.

• Improvement

  Created an automation to create documents between tenants automatically.

  Created an Automation attached to a Webhook (with a shared secret) that sends Jobs to another Tenant.

  • Projects - Import only Jobs for Projects that are mapped;
  • Jobs - When a Job is created or updated, it is sent to the destination Tenant;
  • Number - Set the destination Job Number to the same as the source Number;
  • Comments - Add Comments from the source Tenants in the corresponding Jobs in the destination Tenant;
  • Teams - Set the Teams in the destination Tenant to the same in the source Tenant;
  • Workflow - When a Stage changes, it is sent the destination Job to the same Stage as the source Tenant.
• Fix

  Integration with ADP - Added the External ID to the user when it is inactivated.

  When the user is deactivated in ADP, the integration will now add the external number to your user name in Skills Workflow.

  This way, if the user needs to be recreated, the system no longer demonstrates a mismatch in the equality of the user name.

• Improvement

  Created a List of Projects as a Workspace

  Created a list of projects as a workspace.

  This workspace contains fields such as:

  • Priority - Represented by colors: Red, Green and Blue;
  • Owner - Grouped by Owner and represented by the user's Avatar;
  • Media type
  • Comment - With the possibility of inline editing;
  • Overdue - Where you can see overdue dates in red.
• Improvement

  Adjusted the UX in the Timeline view of Absences Approval.

  Workspace improvements:

  • Added the Current User to the filter;
  • Added a quick filter to see only the Users that are under the Responsibility of a User;
  • Added option in Context menu for Approval (Single | Batch) and Rejection (Single | Batch);
  • Added the popup for the Reasons for Leaves Rejection.
• Improvement

  Added the possibility of multiple groupings in custom views lists

  The user can now organize his views, taking advantage of multiple groupings, in order to facilitate the analysis of results.

• Improvement

  VBS: Added the TimesheetGroupByProject setting.

  Added a TimesheetGroupByProject setting.

  • If TimesheetGroupByProject and TimesheetGroupByClient are active, the hours are grouped by project.
• Improvement

  Added Workspaces Roles on Marketplace and Workspaces.

  When using the Marketplace or Workspaces workspace, there is a column named "Roles" and that it presents the roles designated for that workspace.

• Improvement

  Added option to Export and Import Document Configuration into Marketplace.

  Added logic to import and export workspaces configuration.

  This way we can transfer settings between tenants quickly.

• Improvement

  Created a new Closed Estimates workspace

  New Closed Budgets workspace:

  • User can see all estimates in Done and Closed Stage Types State.
• Improvement

  Added Product tab to Client Workspace.

  Added Product tab to the Client Workspace. Now the user is able to create products directly under the client.

22.8.013 entries

• Improvement

  The importing and exporting workflow transitions considers the "Query Validation" field.

  There is a new field in Workflow transitions that is "Validation Query Name" to control what can and cannot be done in this stage change.

  This field is now included in the export/import workflow process, so these validations are not lost.

• Improvement

  Added additional Parameters to the Builder Workspace.

  Added the following parameters for Estimate QuantityCap:

  • DeliverableQuantityCap - Quantity cap applied to the deliverables section.
  • ServiceQuantityCap - Quantity cap applied to the services section.
  • ServiceWithTemplateQuantityCap - Quantity cap applied to services with Tasks template associated.
  • ExpenseQuantityCap - Quantity cap applied to the expenses section.
  • TimeRateQuantityCap - Quantity cap applied to the Time Rates section.

  
  

• Improvement

  Added Vendor Tax information in Purchase Orders.

  Added Vendor Tax information in Purchase Orders.

  • This field is coming from the services table in the Sub-Estimate builder.
• Improvement

  Added bulk support, to perform state changes for different workflows simultaneously.

  When updating jobs through bulk with different workflows and types, if the transition exists, the bulk already performs the state change, ignoring the fact that the type or workflow is different.

  
  

• Improvement

  Added setting to define the time of day to detected Blocked User.

  Added Assistant Blocking Time to the Configuration.

  • This will behave as the alert time configuration, as it will only run the timesheet blocking for that certain hour.
• Improvement

  Adjusted the UI on the Custom Views options.

  Inserted views button (filter symbol) with the following actions:

  • Delete (symbol X)
  • New view (plus symbol)
  • Duplicate (duplicate symbol)
  • Edit (change the switch name from Default to Public)
• Improvement

  Added a default company when creating a Commercial Client.

  When creating a new Commercial Client, the User's Company will now be added by default to the Companies tab inside the Client.

• Improvement

  Changed the Custom Views service to record the Roles that will have access to them.

  Public Custom Views now support role association.

  • In this way, it is possible to create views and make them available only for some profiles.
• Improvement

  Added Bulk to the Suppliers workspace.

  In order to make the system more efficient, the Bulk option was added to the Suppliers workspace. In this way it is possible to update the VAT field simultaneously in more than one supplier

• Improvement

  Target document lock when executing actions.

  In order of long-running actions, we cannot allow the target document to change during processing, new properties have been added to the interface:

  • FullDocumentLocked;
  • LockedBy;
  • LockedOnUtc.

  
  

  If the user tries to modify the target document, during the process of performing actions, the system shows an error message.

  
  

  
  

  
  

• Improvement

  Added support for three types of views (default, public and personal).

  Added support for different types of Views:

  • Standard - Stored in the Marketplace along with the Workspace;
  • Private - Stored in the micro service;
  • Public - Stored in the micro service.

  
  

• Fix

  The timesheet closing period now considers the company's Timezone.

  The timesheet closing period now considers the company's Timezone.

  In this way, the system considers the local 00H:00M, of the defined day, so that the days are blocked.

• Improvement

  Adjusted the Unit Total with tax when the calculation type is Markup.

  With this type of calculation, users when creating estimates can immediately see the unit value with the tax values.

  In this way, the unit price column is calculated as follows:

  • Unit value with tax = Total sale value with tax / quantity

22.7.08 entries

• Improvement

  Added support to upload Files in the creation Workspace.

  Added Files widget to have the possibility to upload files in the job creation.

  
  

• Improvement

  Created a timeline Workspace for Leaves approval.

  Created a timeline Workspace for Leaves approval:

  Used the Scheduler to show a full year.

  Added filters for:

  • Department
  • Users
  • Projects
  • Company
  • Responsible

  Added approval options in the Context Menu.

• Improvement

  Created Workspace to show Time Sheet in Contract.

  Created Workspace to show Time Sheet in Contract.

  In this way it is possible to visualize a summary of the hours allocated to the contract, distributed by the different documents.

  
  

• Improvement

  Added the Currency and Exchange Columns in the Estimate Quotes for Services.

  Added the Currency and Exchange Columns in the Estimate Quotes for Services.

  • Added both columns (hidden by default) editable.
  • When the Supplier is changed, set the Currency in the Supplier and the Exchange from the Currency.
• Fix

  Purchase Orders are now created in the currency defined in the Estimate Third Party Service Supplier.

  When a user is creating Purchase Orders:

  • The Purchase Order currency and exchange is inherited from the Estimate Third Party Service Supplier.

  
  

  In this way, it is possible for the Client to generate Purchase Orders in local currency linked to a estimation in foreign currency.

  
  

  
  

• Improvement

  Added support to import and export a Workflow from a json.

  Through the transitions workspace, it is available to import workflows via the import table.

• Improvement

  Created a list with Estimate Deliverables.

  Created an Estimate Deliverable list to consolidate the information between estimates and deliverables.

  This list will support the data cross to FTE.

  
  

  Based on All estimates, the following fields have been added:

  • Deliverable Name
  • Deliverable Start Date
  • Deliverable End Date
  • Deliverable Total Hours
  • Deliverable Sell Value
• Improvement

  Created a new FTE by user workspace.

  Created an FTE by user where the client field is not taken in consideration.

  With this option we will be able to show as well the detail by user.

22.6.013 entries

• Improvement

  Added select box to select executor in job creation form in Board workspaces.

  When creating tasks directly in the Boards workspace, a checkbox is available to assign an executor directly in the popup.

• Fix

  Added synchronization of assignments and descriptions with Active Collab.

  Synchronization of assignments and descriptions with Active Collab:

  
  

  • Teams - When a User is added to the Team in Active Collab, the team is synced
  • Description - When the Description changes in Active Collab, the description is synced

  
  

• Improvement

  Added Contract and Project name and code to the Profitability Workspace.

  In order for the user to be able to identify the contract associated with the Project, the project and contract columns were added separately to the Profitability workspace.

• Improvement

  Added option to delete lines inside expense builder.

  Activated the X button when selecting lines within an expense, so that the user can delete lines without having to cancel the expense sheet.

• Improvement

  Added a quantity cap in the builder

  Added 'quantityCap' property to validate that all of the Builder quantities cannot exceed that value.

  This option is a parameter that allows the maintenance users to adjust the cap if necessary.

• Improvement

  Added option to hide certain transitions from document feed.

  Created a custom function to handle the Transitions to show:

  
  

  Stages - Removed the Transitions from all Workspaces when showing to the User.

  Configuration - Added a Custom Function to list the Transitions to remove.

  
  

  This feature was developed to be used in conjunction with the BATCH functionality. This way, users will not be able to move documents when they have a batch active, through documents feed or others workspaces.

• Improvement

  Created an integration with Totvs.

  User should be able to use Totvs Workspace to link documents between Api Sei and Skills Workflow. Once this Document is linked with a Supplier Invoice or with an Expense on a stage change to "To Integrated" an automation update the invoice in Api SEI.
• Change request

  Reordered the order of replies in Feed posts.

  Reordered the order of replies in Feed posts.

  • Currently the answers are shown following a chronological order.
  • Answers are now being sorted from top to bottom.
• Improvement

  Created a test to check the Job's performance when assigning users

  In order to verify the performance of a Job's when the user assign users, a test with K6 script was created.

• Improvement

  Adjusted the CustomViewNaviaget role.

  The CustomViewNaviagate role now controls access to the list views menu. In this way, users without CustomView Navigate permission cannot access the existing menu options.

• Improvement

  Created a test to check the Job's performance when the user update additional fields

  In order to verify the performance of a Job's when the user update additional fields, a test with K6 script was created.

• Improvement

  Created a test to check the Job's performance when the user add hours.

  In order to verify the performance of a Job's comment, a test with K6 script was created.

• Improvement

  Added a List of Client Contracts to the Client.

  In order to analyze the contracts at the Client level, a new Contracts workspace was created within the Client document.

22.5.014 entries

• Improvement

  Seted the Invoice number in the field NODOC.

  Placed the external number of the supplier's Invoice in the NODOC field.
• Fix

  Added Margin and Negotiation columns to the Deliverables section.

  Estimates

  • Added Margin and Negotiation columns to the Deliverables section.
  • This represents the Margin (and Negotiation) total of the respective details.

  
  

• Improvement

  Added the Priority field to the Request Document.

  Added the Priority field to the Request Document:

  • In the document info, the user can assign a priority to the document.
• Improvement

  Builder take into account the round values from Estimate currency.

  Builder take into account the round values from Estimate currency.

• Improvement

  Added option to upload files in the creation form for Tenders document.

  Added option to upload files in the creation form for tenders as it works for other documents.
• Improvement

  Added Quantity concept in the action that creates the Jobs from the Services.

  The Query to create tasks from job type returns quantity, in order to create multiple jobs.
• Improvement

  When creating Briefs, Jobs, Sub-Jobs, and Tasks only shows sprints that belong to the Project.

  When creating Briefs, Jobs, Sub-Jobs, and Tasks Only shows sprints that belong to the Project.
• Improvement

  Added support to download the Files from the Creation forms.

  Added support to download the Files from the Creation Form: All files available for the selected Type should be made available.
• Improvement

  Created an universal configuration for the numeration in the Document.

  Added support on Tender and Job to can format number by data source:

  • Added on DocumentNumberQuery on document type and business object type.
• Improvement

  Added support to import Workflow Stages.

  Added support to import Workflow Stages via configuration import table.

• Fix

  Upgrade DevExtreme version.

  Upgrade DevExtreme version:

  • Upgrade the widgets to the latest version.
• Improvement

  Added support to import worktypes.

  Added support to import worktypes via configuration import table.

• Improvement

  Added support to disabled default buttons in workspace's properties.

  Now it is possible to disabled default buttons in workspace's properties.

• Improvement

  Added missing fields on the All Estimate List Workspace.

  Added missing fields on the All estimate list:

  • Type
  • Contract
  • Created by
  • Modified On
  • Modified By

  
  

  
  

  
  

22.4.010 entries

• Improvement

  Adjusted ADP integrator for username field.

  When creating a user: Name - Set the name to the username instead of the full name. Changes - When the user exists, do not change this field.
• Improvement

  Created a new method of calculation in the Estimate: MarkupOnlyOnVAT.

  The new calculation is done as follows: Calculation First - Calculate Commission in the default way: Commission x Sell Next - Calculate Markup on VAT only: First / (1 - VAT%) - First Finally - Sum: First + Next
• Fix

  Global Planning Workspace: Included the list of Clients in a column.

  The payment map now has the associated Clients column available in each PO line.
• Improvement

  Global Planning - Added tasks without executor.

  Show Unassigned Tasks: Unassigned - Add the Deliverables with no Executor to the list Total - Show the total Deliverables in the Executors chart
• Improvement

  Added Requests documents in the Kanban.

  Changed the Data Source to include Briefs in the Kanban Workspace.
• Improvement

  Added columns to the Tender lists.

  The following columns are added in All, mine, closed, my pending actions lists:

  
  

  a) Columns shown in list view by default:

  • Code
  • Title
  • Status
  • Due date
  • Currency

  
  

  b) b) Columns that are part of the column selector:

  • Version
  • Created by
  • Created on
  • Modified By
  • Modified on.
• Improvement

  Added an option to dissolve the Batch.

  If users start a new batch and at any point need to move one particular task to "hold" they need to dissolve the batch. This means that once the batch is created it moves together either to complete or back to ready. Provided a “Dissolve Batch” button. The dissolve batch button is remain inactive if no task is selected.
• Improvement

  Created the "Info" tab for Tenders document.

  Created the Info tab for Tenders: Sections - Added an Info and a History sections.
• Fix

  Created Roles for the Custom Views.

  New role "PublicViewSave" is created in the system and it is possible to attribute this role to the User. This role allows the user to create public views.
• Improvement

  Added support to switch a view from Public to Personal and vice-versa.

  Added support to switch a view from Public to Personal and vice-versa.

22.3.017 entries

• Improvement

  The RequestUserField action has been adjusted to request only the fields marked in the transition.

  It is possible to define, in the first transition of the workflow, which fields must be filled in by the user when activating the document.
• Fix

  Added the possibility to upload files in document templates through the new File System

  In document creation, it is available for back office users to associate files with document creation templates. In this way, the common user at the time of creating the document has access to this previously attached file.
• Improvement

  Added a setting in the, to let the User change Leaves that have been sent for approval.

  Added "Can Delete Approved Leaves" setting in the Company. In the Leaves scheduler, one can now delete approved leaves with this setting turned on.
• Improvement

  Applied live updates to the Kanban boards.

  The boards currently have live updates. If a user is working in the workspace, and another user changes information in a job, this update is done in real time. In this way, the user can view all the changes that are made simultaneously.
• Improvement

  Created a Workspace for the Estimate to show the Estimate Reconciliation.

  Added a Reconciliation workspace to the Estimate; Same structure of the builder, with Deliverables, Services, Expenses and Time Rates grids; Each row has a comparison between the Original and Actual values for the given Service/Typology/Expense, with an additional Difference column, color coded to better represent financial losses; Also the Notes custom field column was added, being the only editable field (save button available); Although only the most recent and original columns are shown by default, if an estimate has more intermediate versions, they can still be viewed through the column chooser, if needed.
• Improvement

  Added 'BlockTemplate' user field to the Service.

  There are multiple third-party lines auto-populated in the builder. These are mapped to populate "sub-job / task" column of the builder. Some of these should not be editable, while others should not be editable. If the flag is enabled, it will disable the editing of the Sub-Job/ Task Template field in the Services grid, according to the chosen Service.
• Improvement

  Created Feed, History and Files tabs for Tenders.

  Tenders is a new module in the system. Like the other modules tenders include the following tabs in workspace version: Feed, History. They also include a tab Files as per other documents.
• Improvement

  Added the button to navigate to the Tenders from the Preview popups.

  Added the button to navigate to the Tenders from the Preview popups.
• Improvement

  Added Rejected By/On information both in the "My Absence" list and in the Leave detail popup.

  Users need to be able to see when and who rejected the leaves. Both approved/rejected On and By are now available in the popup so that when the user is adjusting the leave they can have this information.
• Improvement

  Added a way to create Numbering based on a Data Source.

  Instead of having many variations of numbering methods, added a Data Source as a parameter to determine the way the Numbers are generated. In this way, the numbering format is more flexible and adjustable to the needs of each client.
• Fix

  Billing Workspace: Extended the data rage selector to the full year.

  Extended the data rage selector to the full year.
• Fix

  Added Live update to document name.

  The name in the header of the documents is now updating in real time. That is, if a user modifies it, other users will not need to refresh to see this modification.
• Improvement

  Added support to replace tabs in the Client.

  Now its possible to hide the tabs in documents. Hide - Let the User hide the tabs no longer needed Tabs - Added support to show new tabs from Workspaces.
• Improvement

  Added support to chage the Product field in the tender.

  As in the other documents, it is possible to edit and associate products with Tenders.
• Improvement

  Added the Gridster "Layout" properties to the Workspace setup.

  Some Workspaces (e.g., lists) only intend to use the full screen space. Now exist a way to set the Workspace to occupy only the available screen space on any resolution.
• Improvement

  Added dates to the Dynamics Integration workspace.

  Added the days in the captions of the week days.
• Improvement

  Made the group typology field editable on the user.

  A user's division, department, and typology group change over time If there is a need to adjust the existing table, to make it easier it is now possible to search by typology group.

22.2.07 entries

• Fix

  Created a new Configuration Workspace 'User last login'

  Through this workspace, it is possible to validate the date of the last login of each user in the system.

• Improvement

  Added support for multiple Workflows in Requests, based on Business Object Type and Type.

  Briefs (requests) document now supports different workflow based on Type like the other documents.

• Improvement

  Added ability to use multiple rate cards in estimation

  A lot of times some services are not available in the Client agreed rate cards, or sometimes they service does exist in the client rate card but they want to use a different rate.

  
  

  For this motive:

  • Added a search icon in the Service/Typology Group lookups in the Builder.
  • Added 2 new popup Workspaces (Builder Rate Cards and Builder Price Tables).

  
  

  This will allow the User to modify the existing rate for the Service/Typology Group. A popup will appear with the available rates (taking into account the Company, Client and Currency of the Estimate).

  
  

  
  

• Fix

  Adjusted the Primavera interface for the column missing in Primavera 9/10: "TipoFor".

  Fixed triggers to update taxarea.

• Fix

  Created roles to control access to custom views.

  Custom Views have roles defined. These roles control endpoint operations like any other object.

  • CustomViewNavigate
  • CustomViewCreate
  • CustomViewSave
  • CustomViewRead
  • CustomViewWrite

  
  

  
  

• Improvement

  Reach: Update the minimum daily hours and timesheet required fields in SW when a user is created or updated in Reach

  When a new user is created or updated, the "Minimum Daily Hours" field gets automatically populated in Skills Workflow according to the user type of each user.

• Improvement

  User Typologies are now editable and the lookups work in cascading

  Made the fields editable to facilitate the selection of the Typology by the User: Company, Division and Department, and the lookups work in cascading.

22.1.02 entries

• Improvement

  Added ability to edit expense fields directly in the grid without having to open popup

  To improve efficiency in the process of creating and editing expenses, the user can now perform these actions directly inline.

• Improvement

  Applied Custom Views to Resources.

  Applied Custom Views to Resources. To enable this option, you must go to enable the flag in the workspace settings.

22.0.09 entries

• Change request

  Added the Year as a filter to the Margins Workspace.

  Added the Year as a filter to the Margins Workspace: Year - Filtered by the date of the Bill, when there is no Bill, filtered the year of the date of the Document.
• Improvement

  Adjustments in the import of Invoices from Saphety.

  When importing Supplier Invoices from Saphety:

  
  

  • Entry Date - It is the date of import
  • Purchase Order - Changed the field being used to determine the Purchase Order Number
  • Invoice - Set the document as processed to avoid processing it again
  • Value - Corrects the value when they are different
• Fix

  Added the Year as a filter to the Margins Workspace.

  Added the Year as a filter to the Margins Workspace: Year - Filtered by the date of the Bill, when there is no Bill, filtered the year of the date of the Document.
• Improvement

  Added real-time updates in the resource workspace.

  Added real-time updates in the resource workspace. Now changes made by another user will be automatically reflected in my Resources without refreshing.
• Improvement

  Added Roles to support to Custom Tables.

  Custom Tables values read and save are now controlled by roles.

  These are defined in the custom tables configuration - default is Administrator.

  
  

• Improvement

  Created 4 Tenders lists in the side menu bar

  Created 4 new Tenders lists in the side menu bar:

  
  

  1) My Pending Actions - Tenders where I've been assigned as the Assignee (executor team)

  2) Mine - All Tenders where I have been assigned as part of any given team

  3) All - All active Tenders for clients I have access to regardless of assignment

  4) Closed - Tenders in cancelled and done stages.

  
  

• Fix

  Added support for Tenders in the File System.

  The new file system is ready to create the root folders for this document type. This means that it's possible to add any files or links on this document type.

• Improvement

  Improved saving times for Documents Comments and Descriptions.

  The document recording infrastructure was redone, in order to improve performance.

• Improvement

  Added a button to turn Edit Mode on/off in the Custom View.

  Added a button to turn Edit Mode on/off in the Custom View. - With this button turned on, the user is able to edit his own view.

221 entry

• Improvement

  Added inline expense description editing.

  The expense builder, in workspace format, is available for editing the description and adding inline files.

21.29.014 entries

• Change request

  Created Jobs Statistics Workspace.

  Job statistics workspace created: The purpose is to make available to the user the numbers of jobs created in the system, filtered by a period of time, and the following facts: customer, company, department, type and user. Metrics - Number of jobs Dimensions - Month Facts - Customer, Company, Department, User, Type.
• Improvement

  Created Automations to sync Tasks with Active Collab.

  When a task is created in Skills Workflow, a comment is added to the equivalent active collaboration task with a link to the Skills Workflow Job.
• Change request

  Added sorting by "created On" when creating Expense Items.

  When creating expenses, they will be organized by creation date.
• Change request

  Automatically import VAT from Expense Types via Primavera to Skills Workflow.

  When importing Primavera Expense Types, the system automatically updates the VAT rate in Skills Workflow.
• Improvement

  Added ability to create versions of the Estimate builder workspace.

  Added the navigation between Versions to the Estimate:

  • Version - The same approach as the regular Estimates
  • Readonly - The previous Versions are readonly
• Improvement

  Adjusted calendar colors when block type is weekly.

  When the block type is weekly, the calendar until the week is filled with the minimum weekly hours, shows the week as incomplete.
• Improvement

  Added the possibility to define vacation entitlement in hours.

  • Renamed Leaves/Holidays actions in Users list to 'Assign' instead of 'Manage';
  • The 'Assign Leave Types' now supports adding hours for Leave Type with the hours setting enabled (the ones with it turned off will only be able to add Days as it was previously implemented);
  • The 'Assign Leave Types' now only supports one Leave Type at a time, to avoid confusion regarding how many days are being added.
• Improvement

  Added Role support in list definition.

  Added support to edit the Roles of the List Definitions in Configuration.
• Fix

  Improvements to the Search Workspace.

  Some improvements have been made to the workspace layout. - It is possible to group and filter the results list.
• Fix

  Added confirmation message when user navigates away from description.

  To prevent the user from losing all changes after typing the description of a document, when navigating, a confirmation message was added.

• Improvement

  Created a standard format in Excel to import a Budget Forecast.

  Added a Parameter to specify if the standard format is to be used: Workspace - Added a parameter to specify if the standard format is to be used: UseStandardFormat.
• Improvement

  Added highlight to current day in system calendars.

  The current day is now marked with a border, in order to guide the user.
• Improvement

  Created Workspace of system usage.

  Created a Workspace that shows global system count of documents.
• Improvement

  Added the possibility to define typologies and Monthly cost by periods.

  Through this configuration, it is possible to save the history of these values, in a table, in order to allow analysis of real data.

21.28.07 entries

• Improvement

  Created an Automation to handle incoming Users from Dash.

  The current integration allows mapping users between Skillsworkflow and Dash, based on the external user id.
• Improvement

  Added the possibility of auto populate worktype for tasks based on type.

  Added association between work type and job type. The Feed and Timesheet suggestions now attempt to automatically fill the Work Type based on what's defined in the Job Type (this only works for Jobs).
• Improvement

  Created an action to create SubJobs based on a flag in the Third Party entries in the Estimate.

  Added a flag on the Deliverables section to define whether the underneath sub-jobs/tasks will be created based on the Estimate items. If flag is on it means that the sub-jobs/tasks should be created from the estimate line items. If flag is off, it will created the sub-jobs/tasks not from the estimate but from the job template.
• Improvement

  Added ability to link jobs/sub-jobs/tasks with each other in the info tab of jobs, sub-jobs and tasks in a field called "Linked tickets".

  Added ability to link jobs/sub-jobs/tasks with each other in the info tab of jobs, sub-jobs and tasks in a field called "Linked tickets" (optional field) Added ability to select the linking types for jobs, sub-jobs and tasks (can select multiple types) Added ability to navigate to linked tickets from info tab of jobs, sub-jobs and tasks.
• Improvement

  Added new date filter in Planning workspace.

  New date filter in Planning grid: When choosing the date it will select the Monday of that week by default. It will show a full year of data.
• Improvement

  Added the possibility to sort by dates when using the search engine.

  On the all jobs' list and resources grid, it's possible to sort the results by some dates.
• Improvement

  Added api endpoint to support user typology history.

  A user's division, department and typology group change over time. All areas in SW where time is seen need to reflect ongoing changes to these fields and know what date they change. For this purpose, a new endpoint was created, where we can Identify the historical changes on the user.

21.27.011 entries

• Improvement

  Created a Workspace for the Sage logs.

  The user, through this workspace, can view the logs of the integration with Sage integrator.
• Fix

  Added actions to created automatic teams to the Supplier Invoices.

  As with the other documents, it is now possible to generate automatic teams for the supplier invoices document.
• Improvement

  Added possibility to filter worktypes based on document.

  A new "All Documents" flag and Business Object Types workspace has been added to worktypes. If the flag is turned off, the Business Object Types tab will be taken into account in the Timesheets Workspace for filtering the Work Types. So, for example, if the flag is turned off and it only has the Sub-Job Business Object Type inserted in the new tab, in the Timesheets workspace only the Sub-Jobs rows will have access to that work type when opening the lookup.
• Improvement

  Integrated All List Custom Views with Sate Storing.

  Recorded the state storing with the reference of the View that is selected when leaving the workspace. When entering the workspace, the selected view has a State Storing saved.
• Change request

  Created news Workspaces to see Planned Hours per User.

  Created 2 new workspaces to see Planned Hours per User: Workspace 1 (Planning inside project): At the project level it is possible to add resources (with the identification of the typology group) at a weekly basis. PM is able to add the resource and see all weeks from the project scope. Workspace 2: (Planning in the workspaces menu): Shows each week daily workload of users that are executors in some project. Values aren't editable.
• Improvement

  Added tag filter under People on Leave dashboard

  Tags: Added users' tags to the filter on the top left with the name Resources. Levels: Added the leaves tooltip to the Under Approval list on the right.
• Improvement

  Added support to import Webhooks from Marketplace.

  Add support to import Webhooks, as we currently have in Workspaces and Automations.
• Improvement

  Add support to import queries from Marketplace.

  Added support to import queries, as we currently have in Workspaces and Automations.
• Improvement

  The search popup turned configurable .

  Added support to configure the workspace that is shown when clicking on the search button.
• Improvement

  Added a keyboard shortcut to open the Search Popup

  The user, through the search shortcut (CTRL + S or COMMAND + S) will be able to open the search pop-up.
• Improvement

  Created a Workspace for the Backlog in Mobile

  Users, through the mobile app, will have access to consult the Backlog workspace.

21.25.011 entries

• Improvement

  Added button on the kanban item to change stage.

  Through this new button, users are able to change the state of the document without having to open it.
• Improvement

  Added support for configuring the help button at the top of the page.

  Through the configuration, it is now possible to edit/change the icon currently available at the top of the page, and redirect it to another link. The user is currently being redirected to the Helpcenter website.
• Improvement

  Converted the Expense Feed tab into a workspace.

  Converted the Expense Feed tab into a workspace.
• Improvement

  Added new numbers formats for Bills, POs and ExpenseSheets

  New code formats were made available to the system: Added for Bills/PurchaseOrders: ClientCodeProjectNumberEstimateNumberSequence3 ; Added for Expense: CompanyCodeTypeCodeYear2Sequence5.
• Improvement

  Added auto refresh to the All Jobs list with Search

  The All Jobs list with search refreshes every 5 minutes After 5 minutes, if the user isn't on the list's tab, it waits until he comes back to refresh the data (this way we avoid unnecessary refreshments).
• Improvement

  Added new fields to the UserLookup

  Added the fields to the UserLookup: Division ; Department ; Typology ; IsClient ; UserType.
• Improvement

  Added totals to Ageings and show only Supplier and Client.

  Totalizers are now available in the Ageings workspace.
• Improvement

  Improved Search realtime update to support too many request response.

  Improved Search realtime update to support too many request response.
• Improvement

  Moved Custom Views settings into Workspace settings.

  Moved the Layouts definition per Panel to the Workspace definition: Layouts - When applying, send the settings to each Panel Panel - Each Panel should take care of their own settings.
• Improvement

  Added selected custom view indicator to workspace subtitle

  The user, with this feature, can easily identify a custom view that is selected in the list.
• Improvement

  Added to the workspace custom view indicator the possibility to select a view.

  The possibility for the user, directly above the name of the custom view, to change the view of the selected list was added.

21.24.037 entries

• Improvement

  Added interface to import suppliers via VBS.

  Added interface to import suppliers via VBS.
• Improvement

  Created a new workspace called Projects Pipeline.

  This workspace allows the user to analyze the ongoing projects for each client, individually. Graphically view the status of projects by type, state, team and criticality.
• Improvement

  Added the Estimate Currency to the Profitability Workspace.

  Added the Estimate Currency to the Profitability Workspace.
• Improvement

  Added the Company Currency to the Profitability Workspace.

  In order to distinguish the Cost / hours from the Time Sheets entered, a Currency column for the company has been added in the Project Profitability Workspace.
• Improvement

  Added the Project Owner to the Margins Workspace.

  The user will be able to analyze the profitability of the projects, with the possibility of filtering documents based on those responsible for each project.
• Improvement

  Created an automatism between Skills and ActiveCollab.

  There are now 2 automations that support the integration between Skills and ActiveCollab. The goal is that the tasks created in ActiveCollab are imported directly into a project previously created in Skills ; projects are updated in Skills when they are adjusted in ActiveCollab.
• Change request

  VAT became editable in Financial workspaces.

  VAT, which was previously auto-populated and fixed, became editable in the financial workspaces: Bills / Purchase Orders / Client Credit Notes / Supplier Invoice and Supplier Note. In this way, the user has as suggested the one defined in the back-office, but he can always modify it.
• Change request

  Effort is now automatically calculated in the Planning workspace.

  The effort in the grids is now calculated using the start and end date of the job. Considering a full day with 8 hours, the effort is calculated based on the difference between the last and the first day of the task.
• Fix

  Added column with paid value in the Bills and Credit Notes lists.

  Added column with paid value in the Bills and Credit Notes lists.
• Improvement

  Added a flag in the Stage to indicate if it supports time entry.

  A new setting has been created to prevent users from putting timesheets on documents with certain stages of the workflow.
• Improvement

  Added support for real-time updates to the jobs list.

  When someone changes a document that a user is looking at in the list, the list will be updated.
• Change request

  Added the ability to massively assign holidays to users.

  Through the users workspace, the maintenance user now has access to a new bulk action: Manage Holidays. In this way it is possible to massively assign holidays to several users simultaneously.
• Improvement

  Added support for files in the My Absences workspace.

  The new file system has been added to the leaves workspace so that the user can attach documents.
• Improvement

  Added bulk support on the new All Jobs List.

  The user, through the new list of jobs, already has the bulk operation available.
• Improvement

  Added additional fields on Leave Types workspace.

  Added the following fields to the Leave Type: Company - Added the possibility to define leaves types by company. If the field is not filled in, the company's configuration prevails. Description - Text box to provide more info for the leave type. IsPlannable - Setting that allows the leave type to be reflected in the resource module.
• Improvement

  Added additional fields on Holidays workspace.

  Company - Added the possibility to define holidays by company. If the field is not filled in, the company configuration prevails. Description - Text box to provide more info for the leave type. IsPlannable - Setting that allows the leave type to be reflected in the resource module. Time Sheet - Added the AllowsTimeSheet flag to determine if it support Time Sheet entry Tags - Add support for tags.
• Improvement

  Added the option to invoice by value.

  The system allows the user to invoice in two ways. The "Amount type" field was released, where the user must indicate whether he intends to invoice in % or in value. After this selection, the user is able to define the respective values.
• Improvement

  Added way to differentiate automatic Time Sheets from manuals in the Scheduler.

  In the Time Sheets calendar, it is possible to differentiate the hours that were filled automatically, through the workflow action. Cells of this type have a different border.
• Improvement

  Added support for user to delete files in Leaves.

  Through the new filesystem, the user is now able to add files and delete them.
• Improvement

  Added new fields to the leave type workspace list.

  Added all the missing fields to the Leave Types workspace column chooser: Company ; Description ; RequiresAttachments ; IsPlannable.
• Improvement

  Added the option to set the limit on the Bulk.

  In order not to compromise the Software's performance, a new setting was created that allows users to be limited to 25 objects simultaneously.
• Improvement

  Added the ability to assign holidays by user.

  Added a flag to the User to select which Holidays the User will have. This way, the user can enjoy holidays that are not part of their main company.
• Improvement

  Added support for filtering, grouping and sorting custom fields on the All jobs' list.

  Added support for filtering, grouping and sorting custom fields on the All jobs' list.
• Improvement

  Added holiday description in the tooltip.

  Added the holiday description in the Time Sheet and Vacation calendar, through the tooltip.
• Improvement

  Added modified on, modified by, created on, created by in Suppliers workspace.

  New fields have been added to the supplier workspace in order to see who created a new supplier or who modified an existing supplier and when.
• Improvement

  Created a new automation, which makes it possible to configure the body of the sent email.

  Automation - Created the body in the email with the corresponding fields in the Automation.
• Improvement

  Created a Workspace to show the logs of EAS.

  Through this workspace, the user can easily check the integration logs between Skills and EAS, detecting possible errors that may exist.
• Improvement

  Added a new predefined filter to the document lists.

  Through the new button added, the user is able to create predefined filters in their listings. For now it is only available on the All Jobs list.
• Improvement

  Added a popup with a Filter Builder to build a filter with grid fields.

  New Filter features were implemented: - Builder: opens a popup with a Filter Builder to build a filter with grid fields. When saving, apply the filter to the grid. - Clear: clears all filters applied to the grid. - Save: is only displayed if a filter is selected. Saves all changes made in filtering the grid. - Save as: creates a new filter based on a selected filter or the filter that is selected in the grid. - Delete: is only displayed if a filter is selected. Removes the selected filter.
• Improvement

  Added option to hide inactive workspaces from menu.

  Through the Skills menu, the user only has access to consult the workspaces that have the active's flag turned on. If an admin user needs to activate the workspace, he must do so through the workspace "Workspaces" in maintenance
• Improvement

  Created Supplier Ageing Workspace.

  Through this workspace, users are aware of what is to be received and when from their suppliers.
• Improvement

  Created a Client Ageing Workspace.

  Through this workspace, users are aware of what is to be received and when from their Clients..
• Improvement

  Added the possibility to duplicate Forecasts versions.

  The Users need to create simulations of alternative predictions (forecasts) of the Company's performance, through this feature your work becomes faster.
• Improvement

  Added formulas to the budget workspaces.

  In order to facilitate the users' work, a matrix with formulas and the accounts that need them was added to the forecast workspace. In this way, the value of the columns is calculated based on the previously defined matrix.
• Fix

  Added the "Allow All Job Types" flag to the Types list in Configuration.

  Through the list of the "Types" workspace, it is possible to check which types have the active/inactive flag, without having to navigate in each one.
• Improvement

  Added support for exporting products to VBS.

  Added support for exporting and updating products to VBS.
• Improvement

  The "Minimum Daily Hours" field was considered in the integration with Reach.

  According to the type of user, when a new user is created or updated in Reach, the "Minimum Daily Hours" field is automatically filled.

21.23.034 entries

• Improvement

  Added a filter for the Responsible to the Time Sheet Workspace in the Project.

  In order for project managers to be able to view the hours allocated to the projects they are responsible for, there is now available a new workspace "Consulting Hours of Responsible Projects".
• Improvement

  Added typology and user typology group integration with HR Link

  Skills Workflow are able to get the Typology and the Typology Group from HRLink: Typology - If it is a new Typology, create it and associate to the Typology Group Typology Group - If the Typology Group does not exist, create it Names - Use the names in the file.
• Improvement

  Added division and department to the margins workspace.

  The user can consult the estimate division and department through the margins workspace.
• Fix

  Added a setting in the Company to specify if Time Sheet is constrained to the Document Start and End.

  A new setting has been made available in the company. When turned on, the system will not verify if the Timesheet is within the document dates.
• Fix

  Added user approved or approved by hr leaves in the Boards Workspaces.

  Responsible users, through the Boards Workspace, are able to consult the future leaves of their subordinates, in order to be able to plan activities ensuring the availability of users.
• Fix

  In the People on Leave workspace, the leaves approved by HR were added.

  In the People on Leave workspace, the leaves approved by HR were added. All leaves now appear except "Unapproved"
• Improvement

  Adjusted the Action "UpdateProjectAssignments" to go through Teams, associated to the Project.

  The action UpdateProjectAssignments now merges the Assignments coming from Jobs, Estimates, Bills and Credit Notes into the parent Project; This action also can now be set into the workflow of one of the aforementioned documents (previously it could only be used in Jobs).
• Change request

  Added Estimate number to the Profitability Workspace.

  For better data interpretation and analysis, the estimate field has been added to the profitability workspace.
• Improvement

  Added the possibility to schedule more than one leave in the same day, through the Workspace "My Absence".

  Users shouldn't be able to book 2 full leaves in the same day using different leave types. However if users are scheduling half day, they are able to book 2 halfdays using different leave types.
• Improvement

  Added the possibility to make changes in the state of individual leaves throught the "My Absences" Workspace..

  The My Absence workspace now makes use of the Request Approval by Leave Id instead of the Leave Type Id, which did not allow for the user to request approval for a single row.
• Improvement

  Converted Expense Creation Form into a Workspace.

  Created a new workspace for expense Creation with the following fields:

  • Title
  • Type
  • Expense Type
  • Company
  • Finance Job Number (custom field)
  • Currency
  • Cash Advance Request number (custom field)
• Improvement

  Created support to add shifts to Users.

  Today there is a place in the system to assign shifts to employees. The goal is for a booker to be able to tell (in the resource scheduler) who is available to pick up a certain task based on the shift each person is working.

• Change request

  Created a new Leaves Scheduler workspace called "My Absense".

  A new Leaves workspace is now available, with the following features:

  
  

  • Year - Show a filter to select the Year
  • Types - Show a Tile View with the Leave Types the User has
  • Calendar - Show a calendar of 12 months with the scheduled Leaves
  • List - Show a list of the User Leaves
  • Switch - Let the User switch between the list and the Leave calendar
  • Create - Add a popup to create a Leave from a Leave Type
• Improvement

  Added the Audit of Reservations to the list.

  Added the Reservations to the historic changes in the Resources allocation. This history provides a log of all events happening with a reservation in the scheduler. This will help trace the steps and analyse the root cause.

• Improvement

  Created a new Leaves Approval workspace called "My Approvals".

  A new Leaves workspace is now available, with the following features:

  
  

  • Added basic functionality for the Leave Approval;
  • Grid with the periods available for the user to approve;
  • Status filter in the grid;
  • Year date box;
  • Calendar switch to enable showing a calendar view of the same information represented in the grid.
• Improvement

  Created a new workspace for Assets & Orders into a Request document.

  Created a new workspace for Assets & Orders for clients that don't have a DAM integration. It is similar to the existing Assets & Orders but whithout the Master Assets part - only with the Orders table. Added ability to create orders by clicking on a plus sign.
• Improvement

  Added some new fields to the Expense types workspace.

  Added the following fields to the Expense types workspace:

  • Type
  • Modified By
  • Modified On
  • Created By
  • Created On

  
  

  
  

• Improvement

  Stage Mapping Changes in Feed are now posted by Skillio Name.

  Added the RealCreatedBy to the Documents: Changes - When changes are performed, set the Created By to the internal user Real - Always record the Real Created By in the Document for future reference.
• Improvement

  Added a Data Source to the Document Assignment Type.

  It is possible, through a query, to define which results are desirable in the lookup for Users per Team. Example: only agencies that have been working with determinate client must appear in the drop down list.
• Improvement

  Modified Message displayed about mandatory fields when a document is moved out of draft status

  Added the message field so that it can produce a customizable message from the filled in data.
• Improvement

  Added Shifts to Configuration.

  A new concept was created in the system: the ability to configure shift schedules by company.

  There are multiple people across different companies who work in shifts, so it was created a new shifts workspace.

  
  

  The fields required for this configuration are as follows:

  • Company
  • Name
  • Start Time UTC
  • End Time UTC
  • Created By
  • Created On
  • Modified By
  • Modified On
  • Active

  
  

  
  

• Improvement

  Added the option to add tags in a User in Configuration.

  It is now available, through maintenance, the possibility to set up and manage user profile tags.
• Improvement

  Automatically set the drop boxes width and filter in Grids.

  Automatically set the drop boxes width and filter in Grids.

  
  

  These 2 UX features are now standard, to avoid having code in the Workspaces: Lookup columns, should fit the items text, to prevent the text from being cut.

• Improvement

  Changed the grid to use the setColumns after an edition.

  When saving a change in the Grid through the context menu, if it is configured with Columns, the system remove it from the configurations and leave only the setColumns.
• Improvement

  Added support for group count in the search queries.

  The fields in the search index are set up so that you can get the count for each distinct value.
• Improvement

  Added option to navigate between versions of a Budget.

  There are new functionalities in the Forecast and Actuals Workspaces inside the Budget:

  • It is now possible to import data directly into the Forecast workspace and Actual.
  • In the Forecast workspace it is possible to navigate between versions, and rename them.

  
  

• Improvement

  Added support to recover sessions in any Browser window

  The login is valid for 24 hours and is renewed automatically to avoid having to login every day.

  
  

  Token - Now the token renewal is read from the browser and not the page (for the case when it is already renewed in another tab). The system, only takes the User to the login if the token is no longer valid.

• Improvement

  Added the possibility to import Budget from the spreadsheet.

  Added the possibility to import Budget from the spreadsheet.

  These data can be imported directly into the Forecast workspace and Actual.

• Improvement

  Added the possibility to choose the predefined formatting when editing a total.

  In the totals configuration popup, the predefined formats are now available with their resources in each value. Format - Show the predefined formats Options - Added the options for those formats.
• Improvement

  Added support to search for worspaces.

  Added support for user searching for workspace properties such as: name, description, and tags.
• Fix

  Added the User audit to the User's in the Configuration

  Changes made to the users form are now registered, and can be consulted through the list and a new "Audit" tab.
• Improvement

  Added the Teams to the Activity History Workspace

  Users, through the workspace list, are able to consult the documents team (Requesters, Responsibles, Executors).
• Improvement

  Added new fields to the Estimates list (Preview).

  Added the missing fields on the estimate list: "all Preview": Estimate Type and Client Total.
• Change request

  Added the Offending Dashboards component fields clickable.

  The Offending Jobs and Offending Estimates dashboard does have the option to click on each field to open a pop-up preview of each document.

21.22.038 entries

• Fix

  Added option to integrate leaves with VBS

  The leave and leave type fields now have an external id, so they can be sent to VBS. The behavior is identical to that of the Timesheet, when the leave is exported, the system keeps its id to guarantee future updates on them.
• Fix

  Fields related to timesheets in the user form are inherited from the company.

  When new users are created, the default values of the 'minimum and maximum hours' fields will be set according to what is defined in the company. When users are created via importer, the behavior is the same.
• Improvement

  Added leave duration in resource module.

  If a user has a leave in hour marked, the manager, through the resources module, can see the number of hours that the user will be absent.
• Improvement

  Added Export button to the Rates and Price Tables grids.

  The possibility of exporting to excel was added, as there are in the other lists, the Rate Cards tables.
• Fix

  Added a filter by department in board workspaces.

  Added department filter in the unassigned grid in boards workspaces.

  It is possible, through the panel definitions, to define the departments by which the grid should be filtered.

• Fix

  Added user company accesses control in the Planning, Purchase Orders and Supplier Invoices workspaces

  Through the Planning, Purchase Orders and Supplier Invoices users can consult financial information about the companies they have access to.
• Fix

  Added user company accesses control in the Team Leaves workspaces.

  Through the Team leaves workspaces, approvers can consult information about leaves that are pending approval from companies that have access.

• Change request

  Added the button to unblock and block Commercial Clients.

  As there was in the version 1 backoffice, now the option to block clients thus not allowing the creation of documents about that client, is now available in v2 maintenance for users with the CommercialClientWrite role. Note: When blocking/unblocking clients in V1, there's no impact in V2.
• Improvement

  Added the "Tax number" field to the Client list

  The tax identification number is available for consultation through the "Clients" configuration workspace. The field is available but hidden by default.
• Improvement

  Added the possibility to define mandatory fields to activate Request document from Draft

  Through a query, which returns a boolean, it is possible to indicate all the fields that are required to be configured with the correct values. Query - if the document has all valid fields, it returns true.
• Improvement

  Added the possibility to define mandatory fields to activate Estimate document from Draft

  Through a query, which returns a boolean, it is possible to indicate all the fields that are required to be configured with the correct values. Query - if the document has all valid fields, it returns true.
• Improvement

  Added the possibility to define mandatory fields to activate Project document from Draft

  Through a query, which returns a boolean, it is possible to indicate all the fields that are required to be configured with the correct values. Query - if the document has all valid fields, it returns true.
• Improvement

  Added the possibility to define mandatory fields to activate Contract document from Draft

  Through a query, which returns a boolean, it is possible to indicate all the fields that are required to be configured with the correct values. Query - if the document has all valid fields, it returns true
• Improvement

  Migrated Resource Scheduler workspaces to use workloads

  Created a new Workspace for Workloads: Scheduler - Show data from the Workloads, instead of the assignments Workspace - Get the data from the Workloads and save them into Workloads
• Improvement

  Converted ExpenseSheet lists into workspaces

  The expenseSheets list was converted into a workspace, in order to make its adaptation to the needs of each client more flexible.
• Improvement

  Non-human Resources can be created separatly from the Users

  To create a new Resource, go to Configuration into the list of non-human resources and create or edit resources.

• Improvement

  Created new functionality to Ingest Expenses in the system

  Users no longer need to manually create the expenses in the maintenance. A new functionality was added to ingest expenses in the system.

• Improvement

  Added the possibility to define mandatory fields to activate Deliverables document from Draft

  Added the possibility to define mandatory fields to activate Project document from Draft.
• Improvement

  Converted Expenses tab (builder) inside ExpenseSheet into a workspace

  The expenses tab inside ExpenseSheet was converted into a workspace, in order to make its adaptation to the needs of each client more flexible.
• Improvement

  Added option to add timesheets on client feed post

  In the clients there is already an option to add time in the feed of the document by using the time entry button on the feed.
• Improvement

  Converted Expense info tab into workspace

  The expenses info tab was converted into a workspace, in order to make its adaptation to the needs of each client more flexible.
• Improvement

  Converted ExpenseSheet info tab into workspace

  The expenseSheets info tab was converted into a workspace, in order to make its adaptation to the needs of each client more flexible.
• Improvement

  Added Modified By and Modified On Fields on ExpenseSheets and Expenses.

  Added the possibility to consult when and who made changes to expense documents. The logic applied was the same as in the other documents.
• Improvement

  Created stages mapping for Request Document.

  Through developed queries, it is possible to define automatism rules for state changes, creation of child documents, and mappings between document states.
• Improvement

  Created a Manager Timesheet Approval Workspace

  Created a first approach for a new Timesheet Approvals workspace to replace the Timesheet Approval module.
• Improvement

  Converted Expenses lists into workspaces

  The expenses list was converted into a workspace, in order to make its adaptation to the needs of each client more flexible.
• Improvement

  Added the plus in ExpenseSheet lists to create new expensesheets.

  Through the list in the ExpenseSheet workspace, there is now the possibility to create new documents.
• Improvement

  Added bulk option in all ExpenseSheets and Expense lists workspaces

  It is possible, through a bulk action, to update the fields of Team, Status, Finance Job Number, Finance Job Number and Currency of the ExpenseSheet document. For the Expense document, the user can change the fields: Team and Status.
• Improvement

  Added option to delete a series on the chart

  The option to remove series on the chart are available on clicking on the series
• Improvement

  Added option to edit a series on the chart

  The option to edit series on the chart are available on clicking on the series
• Improvement

  Added the option to calculate a percentage in the UI

  Through the context menu it is possible to define the reference field (this field represents the dividing column for calculating the formula, it must be of type number) and shows the column rows and total in percentage format.
• Improvement

  Added option to edit button in grid column

  The option to edit buttons are available in the context menu. In this editor you can edit the color, text, or even the button icon.
• Improvement

  Added option to edit chart Y axis

  The option to edit features in the chart Y axis are available on clicking in the axis.
• Improvement

  Added option to edit chart X axis

  The option to edit features in the chart X axis are available on clicking in the axis.
• Improvement

  Budget: Added month selection to show forecast and actual according to the selected month

  When looking at a Budget, the workspace shows the Forecast and Actual according to the Reference Month:

  • Forecast - The Forecast should only be shown for the months after the reference month, including the reference month
  • Actual - Should be shown for the months before the reference month, not including the reference month.
• Improvement

  Added option to remove buttons from grid column

  The option to delete buttons are available in the context menu.
• Improvement

  Added the ability to import to VBS

  Importing suppliers, sending invoices, customer credit notes and supplier invoices is now available between Skills and VBS.
• Improvement

  Added Estimate Type and Contract to the Estimate list

  In the Workspace for the list of Estimate, the Contract and Estimate Type are now shown.

21.21.021 entries

• Fix

  It is possible to change the user's company

  It is possible to change the user's company.

• Improvement

  Kanban - Drag a job between users

  It is possible to change executor in the kanban by dragging a job between users.

• Change request

  The total amount of the expense sheet should reflect the total associated expenses

  If any expense is eliminated, the expense amount will be updated on the Expense sheet
• Change request

  Add the Department to the Expenses list inside the Expense Sheet

  Added Department column in the Expense Items list inside the Expense
• Change request

  Expense: VAT field is filtered by expense company

  In the expense, the VAT field is filtered by the VATs defined in the expense company.

• Change request

  Duplication of expense lines

  It is possible to duplicate expense lines. The fields, such as the supplier, must all be copied.
• Fix

  View contracts through the Profitability workspace

  It is possible to open the preview of contracts directly from the Profitability workspace.

• Fix

  When market is changed manually, the Service rates update values

  When the Market and Language fields are changed in the builder it is automatically assume the values for the new changes
• Fix

  Draft documents are being activated without mandatory fields

  It is possible to define, through a query validation in the workflow transition, which are the mandatory field to conclude the action.

• Improvement

  Auto generate thirdparty service lines, when user selects the Service in deliverable line

  In the estimates, it is possible to configure for the deliverables lines are auto generated.
• Improvement

  Block checklist Items in checklist master ingestion when Master Job is in Approve or Approve with warnings

  A new flag is available, which allows blocking the checklist when master documents are in certain states
• Change request

  Swapping or promoting a reservation into a task

  The feature allows users to swap or promote a reservation into a task.

  The "Convert to task" option is available in the context menu.

  
  

• Improvement

  The Checklist from MI jobs does not inherit the parent's description

  Checklist Items should be created with description in blank.
• Improvement

  Assignee and Job-sub job owner are being showed up in Master ingestion checklist

  In project document, Master ingestion checklist tab it is possible to see who is the assignee and job/sub job owner of the checklist jobs.
• Improvement

  Blocked documents not allow document changes from Kanban board

  When a document is blocked, it does not allow for Workflow, Team and Info changes.Blocked documents not allow document changes from Kanban board
• Improvement

  Gantt: Allow to Copy and Paste drafts documents

  It is possible, through the gantt, to copy and paste documents in draft status
• Improvement

  Provide a log book of all events happening with a task in the scheduler

• Improvement

  Gantt Improvements: When executing a transition with repeated final states, the gantt already records the changes

  In Gantt, there is a column called STAGE Stage column is the name of the status where the document can go to In some cases, the drop-down shows multiple transitions to move to the same status
• Improvement

  Added support to add buttons to rows through the context menu, in the grid.

  Added support to add buttons to rows through the context menu, in the grid.
• Improvement

  More options to format the colors of Grid columns

  The system have diferents formations options to the Cell:

  
  

  • Fixed - What is the background color of the cell.
  • Calculated - What is the calculation formula.
  • Array - The editor must be a grid with colors and formulas to be applied to the cell's background color.
  • Bold - You have to be able to indicate that the cell text is bold.
• Change request

  Estimate List - Column Modified By does not return information

  In the list of estimates, the ModifiedBy field is filled with the name of the last user to make adjustments to the estimate.

21.20.01 entry

• Improvement

  Set permissions for the grid context menu to be displayed

  The grid context menu is now taking into account the user permission. Only shows up if user has access to "DashboardWrite".

21.15.11 entry

• Improvement

  In the VBS integration, the Time Sheet is now exported

  Every day, the Time Sheet, that has been changed since the last export, is sent to VBS.

  This includes New and Approved Time Sheet.