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)
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.
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).