v1.44 : 5 Dec 2018

Set a default rate to be used for all people on a task.

The latest release includes an overhaul of the project and client forecasting screens, a new default task rate option as well as a few little fixes.

We're heading towards Christmas but may even get one more release to you in 2018 before we go to the beach..

Read on to see the what is included in this version.

Please email support@projectworks.io if you have any questions about what has been released.

Main features of this release 

Forecasting vs Worked + Resourced (Project Burn)

There has been a significant change in focus to the Client Forecasting and Project Forecasting screens. They have been re-worked to reconcile what is forecast for a month against work that has been done, and resourced effort. These screens now allow you to see which projects (or clients) have a delta between what is forecast and what the projected "burn" is. Highlighting these differences allow you to more easily identity (and remedy) discrepancies.

Refer to the Forecasting & Project Burn article for more information.

It is likely that a new set of screens/reports purely which focus on client and project forecasts will be introduced in the near future.

Set a Task Rate "override"

A new option has been provided allowing for a specific rate to be set for a task, which will override all other task rate defaults. 

Setting a default task rate

When creating or editing a task, you can specify a default rate to apply for that task. When using this option, it will default all users who are assigned to the task to the default rate that has been set. This will show as "manual rate" on the Task Assign screen and the rate can be edited if required. 

A default (over ride) rate can be set on a task

How task rates are defaulted

When tasks are assigned to people the rate will be defaulted based on the first "true" statement, from the following trumping criteria:

  1. If the task has a default rate set, that rate will be used as the default for all people that are assigned to the task. 
  2. If the project has a rate card set, the rate will be defaulted based on the details of that rate card. This rate can not be edited on the Task Assign screen.
    1. Matches on Position & Rank, then Position, then the rate card default (a rate card may have a single rate to apply to all people)
  3. If there is a default rate card for the currency the project financial are in, the rate will be defaulted based on the details of that rate card. This rate can not be edited on the Task Assign screen.
    1. Matches on Position & Rank, then Position, then the rate card default (a rate card may have a single rate to apply to all people)
  4. If none of the criteria above are met, the rate will default to the users current posting rate

Task rates set by a Project Rate Card or Currency Default Rate Card cannot be changed on the Task Assign screen. Task rates which are defaulted from a Default Task Rate or Users Posting Rate can be edited on the Task Assign screen if necessary. 

Note: The task default trumping criteria also applies when users self service a timecode from their timesheet.

Bug fixes & little tweaks

As well as the introduction of the "project burn" screens for clients and projects we fixed up a few pesky gremlins.

  • Invoice payments were being treated as tax inclusive instead of tax exclusive.This meant that on the invoicing screens for a project of client was showing the incorrect paid invoices and unpaid invoices amounts in the charts was incorrect. This has been corrected and again all paid and unpaid invoice amounts are shown as tax exclusive.
  • Project & Client Timesheet CSV export has been updated
    • A new "Time" column has been added to the CSV export, showing each timesheet entry in hh:mm format. The Worked Hours column is still there, with timesheet entries converted to hours as decimals for ease of calculation, analysis and use in pivot tables.
    • The Worked Hours are now stored to 19 decimal places, and included to their most precise decimals in the export. That sounds extreme but ensures all cost calculations are accurate throughout Project Works, and if you manually calculate the costs with the values in the CSV file they will be correct. Note: Hours are always presented to 2 decimal places throughout Project Works screens (including PDF versions of timesheet reports).
  • People can be assigned to a task on the last day of their posting. Previously tasks could only be assigned to people on dates prior to the posting end date.
  • Billable Target showing correctly on the People Utilisation screens again. it was showing as N0% billable target.