Business mileage insurance confirmation

When users submit mileage claims, there is currently no mechanism to confirm that their vehicle is insured for business use. In the UK, claiming mileage for work requires the claimant has appropriate business-use motor insurance. From a duty-of-care perspective, it would be good if we had a clear, auditable way to ensure staff are correctly insured before undertaking business travel. this could be achieved with the below: Annual insurance confirmation Require users who claim mileage to confirm (or upload evidence of) business-use motor insurance once every 12 months. Mileage claims are permitted while the confirmation is valid. Users are prompted to reconfirm once the 12-month period expires. This would in turn: Support employer duty of care and compliance. Support end users with ensuring they are properly ensured for business millage Provide a clear audit trail if necessary Requirement Update: To ensure employees agree to our policies before submitting mileage claims, we would like to implement a mandatory disclaimer tick box. This would require users to confirm they have the correct business travel insurance and have read the terms and conditions prior to submission.

Tasks Start and End Date

Instead just showing with a task is due in the week view, we’d like to have the ability to also set a start date and for the task to be displayed on all weeks for the full duration. If only looking at the due date it’s too late as the tasks should have started a few days prior.

Filter by Tracking Category on Project Dashboard

Currently, the Project Dashboard only supports filtering by Groups. Request: Add the ability to filter by Tracking Category as well. Use case: When detailed classification has been set for various Teams or Disciplines, this would allow users to assess performance across individual teams or disciplines directly from the dashboard.

Allow Employees to See Project Dashboard even if costs are hidden

For employees with “Can view Project & Resource Costs” turned off, we would still like them to see the dashboard donut and bars, just with the cost vales hidden. We are happy with the % based approach and view, but it makes budgeting quite difficult if they need to budget in the project, move to the Project profitability page to check if it is OK, then to go back to again adjust? The iterative process is quite time consuming.

Option to toggle back to the pie chart view at portfolio level

I'm a visual person and the pie charts were a really useful way of reviewing project profitability at a glance. They're part of what attracted me to Fresh Projects in the first place. The new view clearly gives more detail, but I found the old format quicker and easier for getting an overview across multiple projects. It's good that the pie chart is still there within each individual project, but I'd like it back at portfolio level too, with the option to toggle between the two views.

Bring back the circles, a "classic" view on the profitability page

Give us a way to switch the profitability page back to the old circular view Is there a way to "go classic" and get the circles back on the profitability page? We can read the new view fine, we just don't like it. The circles were quicker and clearer to scan, and the old layout had more space around them, whereas this one feels cramped. The circles were also part of what made you recognisable. Without them the page looks like any other project software.

Searchbar for coding invoices

The ability to be able to search for the correct nominal code when posting an invoice to Xero.

App : Would be great to have tasks on the app, similar to online where it also has a progress bar (to do, in progress, complete))

Quickbooks Integration, include Fresh Projects invoice attachment

When posting invoices to Qb include the FP PDF

Project Planner > cap resource planning at 100% or at Employee utilization target

In the Project Planner, when resourcing employees across multiple projects, it's easy to overlook leave days or public holidays, which can cause utilisation to run over 100%. We'd like a feature or custom flag that either alerts the user or caps resourcing at 100% utilisation (or at the specific utilisation target set per employee). This would help avoid over-utilisation and give planners a clearer, more reliable view of actual available capacity when allocating resources.

Mobile App: "Choose from Calendar" option under Capture Time

Add a "Choose from Calendar" option under Capture Time in the mobile app. This would let users pull events directly from their phone's calendar and assign each one to a project/ sub project, rather than adding time entries in manually.

Additional Task Silos

Currently there is a maximum limit of 5No silos. For our work flow, we would ideally 8No. silos. Proposals to Draft / Proposals to follow up / Tasks To Get Done / Work in Progress / QA Checks / Amendments / Completed & Ready to Invoice / Invoiced & Pending Payment

Day Tagging on Projects

Hi Fresh team, Could you please consider adding a daily hour tagging feature? At the moment, hours can be tagged per week, but it would be very useful to be able to tag hours per individual day. This would make it easier to accurately track which hours were spent on specific activities/projects on each day, while still having the hours roll up into the weekly total. For example: Monday: 4 hours – Project A Tuesday: 6 hours – Project B Wednesday: 3 hours – Project A This would provide much better visibility and accuracy when tracking hours throughout the week. Thanks

Ability to Include Freeform Data fields as filters / columns in Project List Custom Views

Quickbooks: Map Fresh Projects Tracking Category to QB Tracking Class

View Insight, Financial forecast in Forex value

Is there any way when we run a Financial Forecast report in insight that we can display the invoices in Forex vs Base Currency? At the moment it all defaults to base currency which isn’t clear for the teams based in other offices.

Project Alias Field

Hello, Is there a field on Fresh Projects under projects that you can add an alias or a note, which will also show under the pipeline section. I.e. the pipeline area would show the project name as well as a small hint at what the project is, for example, a music hall, school, public realm etc. without having to click into the project itself. I have added red lines below to show where this could go?

Project List Filters on Custom Views

On the main project list screen (Projects > All Projects), we want to be able to see active projects for a certain team or project manager. Currently, when projects are filtered to show active projects for a specific PM/team, it shows projects which have another sub-project which is active, even if the desired PM/Team sub-project is completed, dormant etc. The view created should only show the fees only associated with the filters ie PM or Team. Instead of the total project money.

Unhide Sub-Projects in Timesheets

I’d like an option to keep Sub-Projects un-hidden / un-collapsed in Timesheets. As we track most of our time against Sub-Projects it takes time to repeatedly drop down the sub-projects and it would be usefull to be able to see all time entered into all Sub-Projects in one view. At the moment you can only drop down one Project’s Sub-Project list at at time, while all the others are hidden.

Mobile App > Prefill Last weeks timesheets

Ideally I would have liked the option to populate the new weeks time sheet with previous projects and workstages (as a template), but the app does not provide that option like the desktop version does.

Adjusting Leave

Is it possible to design a feature to be able to adjust/edit a leave period, without having to delete and readd i.e. at the moment if an employee decides to take an extra day of leave than what they had originally planned, I have to delete the whole application in their leave section and readd it as a new application with the correct dates. It would be really useful to be able to adjust or edit current applications, to avoid confusion and mistakes.