In Review

Planned

In Progress

Completed

Rejected

Main Roadmap

&amp; Edit Attachment Name when posting to XeroWhen posting to Xero all invoices are just called "attachment". We'd like to be able to post the invoice to Xero and give the attachment a clear name such as "invoice&nbsp;number and project name".

Post Invoice to Xero as PDF

hidden

Our work week starts on Monday - not a Sunday. It is awkward that the weekend is split so that it is a day at each end of the week. Our work week ends on a Sunday to align with our staff pay run. It would be convenient to change the day that the week starts.

Set day the weeks starts

At our company we like to take an average cost of all employees (the burn rate) and use it to determine an approximate amount of hours that should be used to complete a phase/sub project. If we could do this, that would be great! Also to then see in a report what the projected hours vs actuals are.

Having a burn rate to compare to actual costs

Allow pdf downloads of project reports (under the three dots of project&gt;Project Reports)

PDF Reports

Expense claims that have been paid for already, to be indicated as paid in both: - Financials&gt;Invoicing &amp; Expenses&gt;Project Expenses, and - Insight&gt;Time &amp; Expense Explorer&gt;Expense Report

Expenses Marked as Paid

We would like to be able download each persons receipts in one go and save them with the expenses form (such as the expense report download).

Expenses attachments download

Project landing page alert (visual) indicating to the user that a particular project they are now viewing is of a confidential or NDA nature.

Confidential Project Alert

The ability to access attachments to expense claims directly from within the project page.

Expense Attachments accessible from Project

When inputting hours on the timesheet, if your cursor is over the input box and you scroll your mouse wheel, it affects the actual number in the box (raising or lowering it). Since we use our mousewheel to scroll up and down across the page, it is entirely possible to unintentionally change the numbers on the timesheet (which happens regularly to us). Since we would never use our mouse wheel to input data and would always type it in manually, our suggestion would be for this feature to be removed.

Timesheets - Stop Mouse wheel from raising and lowering numbers

Would it be possible to have the project planner milestones automatically create a task so that the Project Manager is reminded about upcoming milestones.Many thanks

New Project Planner

All users to be able to reverse specific leave entries as well as make amendments to them 

Marchese

Leave Reversal & Ammendment

The project page currently does not exclude the fee value linked to Lost subprojects but maybe it should? Like the on the Project Profitability page when you filter out Lost.

Lost SubProject

The ability to simultaneously see the leave balance of the current year and the upcoming  and also to select which year to capture leave to.

Leave Year

Alert to come up when trying to submit a leave application for a day already booked off.

Leave Duplications

Reactivate Lost Leads

Can we please enforce a minimum of 15 characters and some complexity eg number and capital etc, is there.

Password Complexity

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.

Save/Filter Report Views including for Freeforms

An easy way to identify if any expenses have not been marked as reimbursable

Report to view if expenses are marked as "Bill Client" or not

When a time period is locked, it should also mean that any missing timesheets during this period should be automatically submitted and made uneditable

Automatic Submission of Timesheets in Locked Period

Can the employee code be made visible on leave report and expense reports

Employee Code

I note the Calendar only extends from the current week forward, is there a way to update it historically? E.g. Assign resources to weeks already past? E.g. Update with actual time captured

Project Planner - See History

Integration between Project Planner & Project Budget

1. PMs can view but not edit other PMs projects | 2. Users can view all projects but not edit

Allow PM’s to import an image of their project that is then visible on the Project Dashboard within the doughnut chart, as well as in the Project Profitability page.

Project Pictures

You cannot see what someone resourced into at a glance, you have to click onto each week summary individually. Is there a way to do this?&nbsp; &nbsp;

Resourcing (Project Planner) - quick view summary of individual's weekly projects

I would like to run an expense report for the date that the expense was processed not the date of the invoice or the date it was entered. Only the date which it was "Processed"

Expense Report for Processed Date not Expense Date

POs. View how much is left on the individual purchase order.

Client POs. View how much is left on the individual purchase order.

On the expenses approval page is it possible to have the name of who has actually submitted the expenses rather than have to work out who has submitted it if it is all company expenditure.As with timesheets, can you click on one expense and it brings up all the expenses submitted that month for the one individual for both their personal and company expenditure.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0191e0e2-580e-7acf-a2f0-2d2485952753.png" data-width="100%" data-align="left">When printing an expenses report for an individual can we have a total at the bottom split between personal and company expenditure.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0191e0e4-281b-7913-84d4-60051679eea0.png" data-width="100%" data-align="left">

Expense submissions

The ability to extract a report that indicates the PO that an expense claim was allocated against

View Expenses Against PO's

We need to filter to the Future Utilisation view to filter to the Project managers?

We are trying to see which project manager requires additional resources without having to go through each project.

Future Utilisation - Filter by Project Manager

Have the ability to capture leave application in hours, as opposed to days only.

Released

Applying for leave in hours

We need a report that can be pulled from the Pipeline, showcasing all projects lost along with their reasons why and additional Notes

Lost Projects with Reasons

Under expenses  we will need some flexibility on taxes as with planning applications etc VAT is only charged on part of an application  so can there be some flexibility here when entering expenses?

Expenses - Able to manually enter VAT amounts when not applicable to full expense

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

Tracking Category Update

When clicking on the Invoiced column in the Budget &amp; Fee page, it provides a list of finalised invoices. This list currently does not include any Balance Adjustments. Please also list the Income Adjustments made so that the totals line up.

Balance Adjustments shown in Invoice summary

Allow staff to specify whether the half day leave taken was in the AM or the PM.

Indicating AM or PM on half day leave entries

Staff cannot see what they have submitted as company expenses (printing for example), making it impossible for them to double check whether they entered them or not for a project. We will add the ability to view company expenses submitted by a user in their dashboard.

Allow staff to see company expenses they have submitted

Turning on Change Log for changes to company settings / tracking categories etc

High Priority

Would like to create a PO with several line items and sub-phases.

Line Items on Purchase Orders

Remove the ability to see different staff member's Individual Time &amp; Expense Explorer.
This should only be for the staff member whose account is open.

Agent: Ivona

Individual Time & Expense Explorer

Pick up leave applications in timesheets and send them to approver if not already approved.

Not Approved

Leave to be requested from Timesheet

Ability to reallocate invoice amounts when issued to wrong Sub Project

Considering that a detailed PO is raised, allow expense claims to be captured to the PO as a whole, and not to specific line items within the PO

Expense Claim Captured against Detailed PO at Top Level

Task allocation currently does not identify pinch points, or times in the month where some staff will be overworked or may have capacity. Project stages can be forecast over long periods, and this will help project workload beyond accounting forecasts.

Task allocation on a full calendar to manage staff capacity

Allow Standard User Permissions to View/ Add/ Manage Contacts

Import Income &amp; expense values for future based planning/scheduling on Projects

Scheduling Import

Help Center

Improved

Fixed

freshprojects

Testing

Medium Priority

Low Priority

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