Improvement
Not so long ago we introduced an ability to see performance per individual resource across all activities or for an individual activity.
Now, Retainer projects got the same superpowers.
Support for Retainer projects when viewing performance per resource
Project code support
New
You can now add project codes (aka job codes) to Price&Cost projects.
What's more - we synchronize project codes with Harvest. You can define a project code in Price&Cost when pushing an estimate to Harvest and keep it in sync with any changes from Harvest.
Disabling Editing of Expenses synced from Harvest
Improvement
To make sure we keep consistency around Expenses in Harvest and Other Cost in Price&Cost, we've disabled the editing of any expenses synced from Harvest. This way you can be sure you don't accidentally change the amount or any other detail.
Additional Data synced for Harvest Expenses
Improvement
We are now syncing additional expense data for your Harvest projects:
- Date
- Description
- Receipt attachment
Add Details to Expenses
New
You can now add details like Date, Description and Link to you Expenses/Other Costs in Price&Cost!
Consistent Activity names across projects
New
You can now search existing Activity names when adding Activities to a project. This way you can ensure consistency with naming your Activities across projects:
Adding a new activity with a unique name is as easy as before:
Effort value in Project Insights were showing hours with the setting to set days
Fix
In Price&Cost you can select to display all Effort values in days. We've recently introduced (and have now fixed) a bug wherein the Project Insight popups the Effort per Activity was still showing hours despite the user choosing to be shown effort in days.
Budget and Profit charts were showing for Non-billable projects
Fix
We've fixed the issue with showing 0-value charts for project Budget and Profit on non-billable projects.
Get deeper understanding of performance per resource on your projects
New
To get a holistic view of performance per individual resource across all activities against you plan, you can check the All Activities section:
You can also view the per resource performance for an individual Activity:
Get an overview of your resource breakdown in your estimates
New
If you navigate to the All Activities in the Project Summary section, you'll be able to see the breakdown per Resource of your estimate across People, Materials, and Other Costs
You can also view this breakdown for a specific Activity:
