NEW — Stage management
- Add stages, choose the phase it belongs to, and add a variety of stage details including status, cost centre, and discipline.
- Reorder the columns on the screen to however you’d like to see them. You can do this by dragging and dropping them (similar to reports)
- Two brand new columns for Fee/Cap and WIP
- Right-click actions have been added and you can copy or duplicate stages, view financials, view transactions, and invoice stages.
- Invoice a stage using the right-click action – it will be selected automatically in the draft invoice.
- Alter access to stage management in the Security matrix. By default, Assistant and System admins will have access to the feature. Read more
UPDATE — Transactions screen
- We’ve added a ‘filter by staff name’ option
UPDATE — Invoicing
- When creating a new invoice, no stages will be selected initially. You will be able to select just the stages you want to invoice, or bulk-select all of the stages.
- We’ve made the WIP figure show automatically on each stage so you can see what you can invoice.
- The WIP figure will also update automatically if the figure changes.
UPDATE — Planning board
- Bulk-edit stages in the project planning screen – edit up to a month in advance at once and then save the cells all at once.
UPDATE — Fixes + improvements
- Project search — Filter by project prefix in the search bar.
- Global search — Get a list of your most recent projects when you’re searching. This will appear when searching by name or number.
