Changelog

What's New:

• Sort by Utilisation: Easily arrange resources based on their utilisation rates, helping you quickly identify over- or under-utilized team members.

• Sort Alphabetically: Sort resources alphabetically for quicker navigation and easier reference.

Why It Matters:

• Improved Resource Management: By sorting resources by utilisation, you can better allocate work and optimise team performance.

• Enhanced Organization: Alphabetical sorting simplifies finding and managing resources, especially in larger projects with many team members.

• Faster Decision-Making: These new sorting options streamline your workflow, enabling faster, more informed decisions in project planning.

What's New:

• Unified Team View: Access a consolidated list of all project team members, including both internal staff and external parties, in one place.

• Internal Team Contributions: View contributed hours for internal team members, allowing you to see how much time each staff member has dedicated to the project.

• External Team Setup: Easily manage external parties by adding clients, suppliers, subcontractors, or consultants involved in the project.

Why It Matters:

• Holistic View: Get a comprehensive overview of your entire project team, simplifying management and coordination.

• Enhanced Internal Tracking: Monitor the hours contributed by internal team members to better track progress and performance.

• Streamlined External Management: Efficiently set up and manage external collaborators, ensuring all relevant parties are accounted for and engaged.

What's New:

• Profitability Insights: Staff can now view profitability insights in percentage terms instead of specific monetary amounts.

• Role-Based Access: Control who can view profitability insights based on their role, ensuring appropriate access levels.

• Enhanced Confidentiality: This feature ensures that sensitive financial information remains protected while still providing valuable insights into project success.

Why It Matters:

• Increased Transparency: Sharing profitability insights fosters a culture of transparency and trust within the team, helping everyone stay aligned with project goals.

• Motivation and Engagement: By understanding the impact of their work on project profitability, staff can feel more connected and motivated to contribute to the project's success.

• Informed Decision-Making: Access to profitability insights allows team members to make more informed decisions and align their efforts with the overall project objectives.

What's New?

• Company Expense History: Staff members can now access a complete history of the company expenses they have submitted.

Why This Matters:

• Transparency: Easily track and verify your submitted expenses, ensuring accuracy and accountability.

• Convenience: No more searching through old emails or paperwork—everything is accessible in one place.

Please get in touch with us if you’d like this enabled

What's New?

• Colour-Coded Profit Margins: You can now assign different colours to various profit margin thresholds. This visual enhancement makes it easier to identify and monitor the performance of your products or services at a glance.

Why This Matters:

• Quick Insights: Instantly spot high-performing projects and those that need attention, helping you make informed decisions faster.

• Proactive Management: The colour-coded system helps highlight potential red flags, allowing you to address issues before they escalate into significant losses.

• Customization: Tailor the colour coding to match your specific business needs and preferences, ensuring that the information is clear and actionable for your team.

Get in touch and we’ll help you set this up!

We're excited to announce that Fresh Projects now supports multi-factor authentication (MFA) for enhanced security. To set up MFA for your account, please contact our support team.

Make reporting more efficient by setting up tracking categories based on what they are used for.

Tracking categories can now be created and linked specifically to:

• Projects

• Contacts and/or

• Employees

Given that you have the necessary permissions, you are now able to edit who the Billing Client and respective Contact are on any finalised invoices. Additionally, this edit can also be made in the initial stages when the invoice is being raised as a draft.