Give us your suggestions for how we could improve Fresh Projects.
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Lost Projects with Reasons
We need a report that can be pulled from the Pipeline, showcasing all projects lost along with their reasons why. company: Goddard Little Fair agent: Ivona
💡 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. company: Goddard Little Fair agent: Ivona
💡 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
💡 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
💡 Feature Requests
In 6 months
Planned
Tracking Category Update
Client: Maber Aimee I think Simon may already be working on this but would like to link to Shortcut. I've explained it in n attached video but in essence its all to do with 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. let us no what you think https://www.loom.com/share/17b0ae1c774f4edc98e5ba77f794df03?sid=ab9eb6cf-cb87-473c-bd77-30eecf274b10
💡 Feature Requests
In 6 months
Planned
Tracking Category Update
Client: Maber Aimee I think Simon may already be working on this but would like to link to Shortcut. I've explained it in n attached video but in essence its all to do with 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. let us no what you think https://www.loom.com/share/17b0ae1c774f4edc98e5ba77f794df03?sid=ab9eb6cf-cb87-473c-bd77-30eecf274b10
💡 Feature Requests
In 6 months
PDF Reports
Allow pdf downloads of project reports (under the three dots of project>Project Reports) company: Bianco Sale agent:Ivona
💡 Feature Requests
In 5 months
PDF Reports
Allow pdf downloads of project reports (under the three dots of project>Project Reports) company: Bianco Sale agent:Ivona
💡 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
💡 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
💡 Feature Requests
In 5 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. :)"
💡 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. :)"
💡 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
💡 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
💡 Feature Requests
In 3 months
Saving Subproject Description in Project Template
Can we allow for the saving of subproject descriptions to the project template?
💡 Feature Requests
In 2 months
Saving Subproject Description in Project Template
Can we allow for the saving of subproject descriptions to the project template?
💡 Feature Requests
In 2 months
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
💡 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
💡 Feature Requests
In about 1 month
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" Duplicate 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.
💡 Feature Requests
In about 1 month
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" Duplicate 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.
💡 Feature Requests
In about 1 month
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
💡 Feature Requests
In about 1 month
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
💡 Feature Requests
In about 1 month
Completed and Lost Projects
Projects that are Completed or Lost, should have Actuals shown by doughnut charts in the project profitability page
💡 Feature Requests
In 4 days
Completed and Lost Projects
Projects that are Completed or Lost, should have Actuals shown by doughnut charts in the project profitability page
💡 Feature Requests
In 4 days
Planned
Balance Adjustments
Indicate the Adjustments made to Income or Expenses with a grey pencil in the Budget & Fee page as before. And when you click on the total of the Invoiced column, it should show any Balance adjustments as well company: Nick Cox agent: Ivona
💡 Feature Requests
In 3 days
Planned
Balance Adjustments
Indicate the Adjustments made to Income or Expenses with a grey pencil in the Budget & Fee page as before. And when you click on the total of the Invoiced column, it should show any Balance adjustments as well company: Nick Cox agent: Ivona
💡 Feature Requests
In 3 days
Planned
Save/Filter Report Views including for Freeforms
Would like to be able to filter reports for freeforms / classification and choose the items / columns that they need to view within that report. "We need to be able to filter the information saved in the freeforms on the system, as this is really essential for us to be able to plan how we are going to use them and develop our compliance / audit checks list to ensure that project tasks have been completed at certain stages of the project." Building reports on what fields that we need to look at data on.
💡 Feature Requests
In about 19 hours
Planned
Save/Filter Report Views including for Freeforms
Would like to be able to filter reports for freeforms / classification and choose the items / columns that they need to view within that report. "We need to be able to filter the information saved in the freeforms on the system, as this is really essential for us to be able to plan how we are going to use them and develop our compliance / audit checks list to ensure that project tasks have been completed at certain stages of the project." Building reports on what fields that we need to look at data on.
💡 Feature Requests
In about 19 hours
Assign an Invoicing Template to the Project
Assign an invoice template to the project from within the Classification Page or linked to a specific tracking category.
💡 Feature Requests
25 minutes ago
Assign an Invoicing Template to the Project
Assign an invoice template to the project from within the Classification Page or linked to a specific tracking category.
💡 Feature Requests
25 minutes ago
Historic Utilization - Update Colours
Can we please change the average colour to not green so it doesn’t confuse the legend.
💡 Feature Requests
40 minutes ago
Historic Utilization - Update Colours
Can we please change the average colour to not green so it doesn’t confuse the legend.
💡 Feature Requests
40 minutes ago
Freeforms: The ability to notify a colleague that something has been assigned to them
When using freeforms there is the ability to assign someone a responsibility, but it would make it more efficient if that person was notified of the new responsibility either by email or when they log on to Fresh Projects. This would aid communication and delegation.
💡 Feature Requests
4 days ago
Freeforms: The ability to notify a colleague that something has been assigned to them
When using freeforms there is the ability to assign someone a responsibility, but it would make it more efficient if that person was notified of the new responsibility either by email or when they log on to Fresh Projects. This would aid communication and delegation.
💡 Feature Requests
4 days ago