This is a snapshot of our current plans, which might change without notice. The sequence is no indication of priority.
Project History + Forecast (status: finalizing)
Recently Implemented
Receipt Attachment Consolidation (implemented 3.40)
Consolidate attachments (pdf) from TE Items to a consolidated attachment when creating the T+E Report or Invoice.
Uber Receipt Import (implemented 3.40)
Import of Receipts from Uber
T+E Report submission reminder (implemented 3.19)
In addition to the weekly minimum (e.g. 40h),
add a minimum daily check for weekdays which are no holidays (e.g. 8h).
Project Line Allocation (implemented 3.16)
- New editor to maintain Project Line Resource allocations easily in a Matrix (Table).
Simplified Access Management
To only show the projects/lines a person is assigned/allocated to use the Sharing Setting of "Private" for Project. The project will be shared automatically, if a user is assigned as a Manager or assigned as the Resource for a Project Line. You can also assign multiple Resources to a Project Line.
In the Timesheet, you will see the Project Line if
- Project is open (i.e. not Completed)
- Project Line is open (i.e. not Completed)
- You are the Manager of the Project or Resource on the Project Line
- You are assigned to the Project Line
For most users, the experience should be the same, what is changing is the implementation. Previously, you did not see a Project Line, if you were excluded, now it is if you are assigned. The main difference is that administrators will now only see the projects they are explicitly assigned to.
Deprecated
T&E Item Day (3.17)
Due to the nature of the Master-Detail Relationship, the copied links are not required and will be discontinued and no longer populated:
-
Resource, Payroll Code, Project, Activity Type, etc.
Just use the fields on T&E Item level for reporting (no functionality loss).