Release Notes

15th October 2009

 

 

 

 

Task Custom Fields

To add to our existing custom field functionality for projects, contacts and users, we have implemented task level custom fields.

 

This allows for greater granularity of data to be stored at task level in a consistent manner. Custom field types include text, numbers, dates, single and multi-select drop downs.

 

Utilising task custom field data with data exports, report builder or our API will allow you to not only store and view task specific data within ProjectMinder, but also create any number of reporting or third-party interfaces to meet your business needs.

What do I need to do next?

How to add custom fields

 

Reporting on task custom field data

 

 

 

Absence Requests Updates

Following the product release Thursday 13th August we have re-introduced the ability to manage holidays in a strict ‘days only’ environment.

 

This is intended to cater for the following scenarios:

  • Customers who as standard work a different number of hours one day a week (usually a shorter day on Fridays)

  • Customers who offer staff true ‘flexi-time’ hours and therefore have workers who have no pre-agreed core working hours

  • Customers who treat a half-day morning off as a different number of hours to a half-day afternoon

What do I need to do next?

Identify whether each user's holiday should be managed in days or hours

 

Ensure user's are trained in absence requests

 

Use the Absence Requests report to track user entitlement and holiday remaining

 

Use the Absence Planner report to see who is in the office

 

 

User Charge Rates to 4 Decimal Places

To resolve rounding issues that can occur when billing for time charge work, we have increased the decimal place entry from 2dp to 4dp for user hourly charge rates. This allows 2, 3 or 4 decimal place entries to be used in the following places:

 

  • User hourly standard charge out rates

  • Rate Card user exception charge out rates

  • Time Invoice Rule exception charge out rates

What do I need to do next?

Update user charge rates to 3 or 4 decimal precision

 

Update Rate Card rates to 3 or 4 decimal precision

 

Update Time based Invoice Rule rates to 3 or 4 decimal precision

  • Projects > Invoice Rules

 

 

Itemised Release Details

Timesheet ~ Timesheet Entry

Timesheet ~ Absence Requests

Projects ~ Summary

Projects ~ Work Structure/Gantt

Projects ~ Invoice Rules

Admin ~ Users

Admin ~ Invoicing

Admin ~ Company Settings

 

Admin > Company Settings > Non Project Activities

 

 

Timesheet > Absence Requests

 

 

 

 

 

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