Fix
Instead of populating the Default Bill Rate for Resources, the Bill rate wasn't populating at all if a client-specific rate existed before and got deleted.
Client-specific bill rate deletion caused empty bill rates
No more automatic client-specific bill rate creation
Improvement
We've dropped the functionality where client-specific bill rates were previously automatically created on the first instance of using a role on a project for that client.
The control is now fully in your hands!
Harvest expenses grouping
Improvement
If the number of expenses logged in Harvest against any project exceeds 100 - we will group those in Price&Cost as Other Costs using the expense category name.
You are still getting all the data, but fewer rows in in Price&Cost.
Expand or collapse the People schedule
New
Seeing all the detail at once is not always a good thing.
That's why we now show the People schedule as collapsed by default. You can expand and collapse it back at any time:
You can also change the default behaviour in Settings.
Sync Harvest expenses to Price&Cost
New
Something you've been waiting for!
Price&Cost now syncs Expenses from Harvest on a daily basis.
Updated Project Settings dialogue
Improvement
We've streamlined the Project Settings dialogue and added a couple of nice features along the way.
Read more about using the new Project Settings dialogue.
Check all the settings before Marking the project as started
New
Now, when you are ready to confirm the project estimate, we'll show you all the project settings before you mark the project as started.
Read more about Marking the project as Started.
Other Costs were pushed as effort to Harvest when choosing "Hours per task" budget type
Fix
If you had some Other Costs in your Price&Cost estimate and pushed this project to Harvest with the budget set as "Hours per task" - the resulting project in Harvest was showing the amount of the total Other Costs as effort against a specific task.
No error displayed when Materials / Other Cost name is duplicated
Fix
The validation didn't produce a visible error when you were creating the Other Cost / Material with the same name
Export Team Schedule for a project as a CSV
New
Export a detailed CSV file for every day your People resources are scheduled on the project. The file includes Budget, Cost, and Profit contribution values per day per team member.
Great for custom project analysis in Excel/Google Sheets!
