Lost Projects with Reasons
We need a report that can be pulled from the Pipeline, showcasing all projects lost along with their reasons why.
π‘ Feature Requests
In 6 months
Lost Projects with Reasons
We need a report that can be pulled from the Pipeline, showcasing all projects lost along with their reasons why.
π‘ Feature Requests
In 6 months
Turning on Change Log for changes to company settings / tracking categories etc
Turning on Change Log for changes to company settings / tracking categories etc
π‘ Feature Requests
In 6 months
Turning on Change Log for changes to company settings / tracking categories etc
Turning on Change Log for changes to company settings / tracking categories etc
π‘ Feature Requests
In 6 months
Planned
Tracking Category Update
The ability to turn tracking categories on and off for different sections of Fresh Projects. This would allow us to minimise tracking categories, but utilise them for reports and reporting in a more efficient manner
π‘ Feature Requests
In 5 months
Planned
Tracking Category Update
The ability to turn tracking categories on and off for different sections of Fresh Projects. This would allow us to minimise tracking categories, but utilise them for reports and reporting in a more efficient manner
π‘ Feature Requests
In 5 months
Planned
Leave Reversal & Ammendment
All users to be able to reverse specific leave entries as well as make amendments to them Marchese
π‘ Feature Requests
In 4 months
Planned
Leave Reversal & Ammendment
All users to be able to reverse specific leave entries as well as make amendments to them Marchese
π‘ Feature Requests
In 4 months
Add warning when terminating PM's that are still listed on active projects
When terminating PM's, include a warning message/ pop up which lists out active projects where the employee is still PM and warning to change these projects to a new PM before terminating. "One of our PM's has left and been terminated on FP. Which means people are still able to put time against his projects but nobody is assigned to authorise it. One of the other PM's has suggested that when a PM is terminated it should either Orphan their Active Projects, Opportunities, Leads and Projects on Hold. Anything thats completed should remain the same. if not Orphan then maybe inform whoever is terminating that PM in Fresh Projects that they still have active projects assigned to them. Maybe one for the Dev list but seemed like a good idea to me. :)"
π‘ Feature Requests
In 3 months
Add warning when terminating PM's that are still listed on active projects
When terminating PM's, include a warning message/ pop up which lists out active projects where the employee is still PM and warning to change these projects to a new PM before terminating. "One of our PM's has left and been terminated on FP. Which means people are still able to put time against his projects but nobody is assigned to authorise it. One of the other PM's has suggested that when a PM is terminated it should either Orphan their Active Projects, Opportunities, Leads and Projects on Hold. Anything thats completed should remain the same. if not Orphan then maybe inform whoever is terminating that PM in Fresh Projects that they still have active projects assigned to them. Maybe one for the Dev list but seemed like a good idea to me. :)"
π‘ Feature Requests
In 3 months
Individual Time & Expense Explorer
Remove the ability to see different staff member's Individual Time & Expense Explorer. This should only be for the staff member whose account is open. Agent: Ivona
π‘ Feature Requests
In 2 months
Individual Time & Expense Explorer
Remove the ability to see different staff member's Individual Time & Expense Explorer. This should only be for the staff member whose account is open. Agent: Ivona
π‘ Feature Requests
In 2 months
Saving Subproject Description in Project Template
Can we allow for the saving of subproject descriptions to the project template?
π‘ Feature Requests
In about 1 month
Saving Subproject Description in Project Template
Can we allow for the saving of subproject descriptions to the project template?
π‘ Feature Requests
In about 1 month
Add Prefixes to Opportunity Numbers as well as Active project numbers
Currently we can set up an automated numbering system where a new Opportunity is given a Project Code with an optional prefix. Once the Opportunity moves into the Active state, it changes to a different number to tell it apart. Currently, there can be no prefix added to the Active number, please can this be instated? company: Bianco Sale agent: Ivona
π‘ Feature Requests
In 13 days
Add Prefixes to Opportunity Numbers as well as Active project numbers
Currently we can set up an automated numbering system where a new Opportunity is given a Project Code with an optional prefix. Once the Opportunity moves into the Active state, it changes to a different number to tell it apart. Currently, there can be no prefix added to the Active number, please can this be instated? company: Bianco Sale agent: Ivona
π‘ Feature Requests
In 13 days
Planned
Adding and Managing Contacts in FP
"Can I run a report to see who and when contacts were added to fp? Would also like to know if this can be done for individual contact names. Thanks" βDuplicate contacts have been added to fp. Want to know how this information can be managed to prevent this happening To create a contacts download with date stamps.
π‘ Feature Requests
In 13 days
Planned
Adding and Managing Contacts in FP
"Can I run a report to see who and when contacts were added to fp? Would also like to know if this can be done for individual contact names. Thanks" βDuplicate contacts have been added to fp. Want to know how this information can be managed to prevent this happening To create a contacts download with date stamps.
π‘ Feature Requests
In 13 days
Planned
Additional Project Employee Fields
already have the ability to contain Standard Users as options. However, when it comes to filtering by this employee field, only PM access and Admin access staff are picked up. Please allow for Standard Users to also pull through to the filters. company: AMP agent: Ivona
π‘ Feature Requests
In 12 days
Planned
Additional Project Employee Fields
already have the ability to contain Standard Users as options. However, when it comes to filtering by this employee field, only PM access and Admin access staff are picked up. Please allow for Standard Users to also pull through to the filters. company: AMP agent: Ivona
π‘ Feature Requests
In 12 days
Dark Mode
Can you investigate a dark mode where the background is black or very dark grey to make reading and finding things easier
π‘ Feature Requests
About 15 hours ago
Dark Mode
Can you investigate a dark mode where the background is black or very dark grey to make reading and finding things easier
π‘ Feature Requests
About 15 hours ago
Expense Report within Project Page
The ability to see the Expense Report for a project directly from the project page. This report should also show any attachments and details of the approver.
π‘ Feature Requests
About 18 hours ago
Expense Report within Project Page
The ability to see the Expense Report for a project directly from the project page. This report should also show any attachments and details of the approver.
π‘ Feature Requests
About 18 hours ago
Project Status History - Ability to Filter By Date of Change
The Project Status History Report won't let me filter by date of change, it just goes down numerically.Β Alternatively to be able to download the report into an excel which I would also manually filter but date.
π‘ Feature Requests
1 day ago
Project Status History - Ability to Filter By Date of Change
The Project Status History Report won't let me filter by date of change, it just goes down numerically.Β Alternatively to be able to download the report into an excel which I would also manually filter but date.
π‘ Feature Requests
1 day ago
Group Level Fees to Total Sub Project Fees
If a project has groups and I add a sub project level fee. I'd like to see the Group total add these together (as currently happens with the project level fee).
π‘ Feature Requests
4 days ago
Group Level Fees to Total Sub Project Fees
If a project has groups and I add a sub project level fee. I'd like to see the Group total add these together (as currently happens with the project level fee).
π‘ Feature Requests
4 days ago
Capture Prospects Created Date - Not just the created month
When downloading pipeline to excel, we've noticed that all the prospects' dates default to the first of which ever month they were created in (for example this month all prospects have the date 01/05/2024). Can this be changed to have the date of whenever they were actually created?
π‘ Feature Requests
4 days ago
Capture Prospects Created Date - Not just the created month
When downloading pipeline to excel, we've noticed that all the prospects' dates default to the first of which ever month they were created in (for example this month all prospects have the date 01/05/2024). Can this be changed to have the date of whenever they were actually created?
π‘ Feature Requests
4 days ago
Task - View & Task Title
It would be nice to have a project code at the top then task summary. It would be nice to have a monthly view as well.
π‘ Feature Requests
6 days ago
Task - View & Task Title
It would be nice to have a project code at the top then task summary. It would be nice to have a monthly view as well.
π‘ Feature Requests
6 days ago
Different Overhead Rates
The ability to set up different overhead rates per options of a tracking category. This would be useful in cases where there are different offices and subdivisions on one profile.
π‘ Feature Requests
6 days ago
Different Overhead Rates
The ability to set up different overhead rates per options of a tracking category. This would be useful in cases where there are different offices and subdivisions on one profile.
π‘ Feature Requests
6 days ago