17 May 2020 - new forecast features

The forecasts screen has been greatly improved and includes the ability to show/hide extra columns and see different date ranges. A small (but powerful) change to invoicing makes it easier and clearer how to invoice to forecasts or time entries.

Check out the goodies in release 3.12.

• The forecasts page has been overhauled, choose to see 3, 6 or 12 months forecasts, and option to see budget and invoiced totals. 
• New beta page for forecasts within a project, with the same structure and features as the forecasts page. The previous forecast page still remains for now
• Invoices can be created from the project forecast (beta) page
• New options for easier invoicing - Invoice lines can be set to forecast, time entries or manual
• The budget section layout on the project settings page has condensed into a tabular view
• Choose to show or hide columns on the project directory
• The debtors page has been removed, the awaiting payment and overdue pages have this covered
• The invoices page on a project has been updated to the new style and layout

Forecasts page overhauled - new layout and new features

Significant changes have been made to the layout and features available on the forecasts page and this could now be your one-stop shop for reviewing and maintaining your forecasts

• Ability to see forecasts for 3, 6 or 12 months
• Option to show or hide new columns for budget amount, unworked budget, invoiced and uninvoiced
• Choose to see a comparison of forecast amount to resourcing (projected burn)

The new structure has also been replicated in the forecasts page within a project.

Project forecasts page - beta version live

The forecasts page within a project has also been updated to the new structure, with the new features. Try the Forecasts (beta) page and see how you find it. Once we implement the forecast graph on the new version of the page the old page will be removed.

• Ability to see forecasts for 3, 6 or 12 months
• Option to show or hide new columns for budget amount, unworked budget, invoiced and uninvoiced
• Choose to see a comparison of forecast amount to resourcing (projected burn)

New options for setting values of invoice lines

We recently changed the wording on the invoice default options in the project settings. The invoice creation process has been made clearer, with "Auto" being replaced with forecasts and time entries,

Forecasts

• Defaults to the forecast amount for the month of the invoice.
• You can not change the value of the invoice line - it will always be the forecast amount,  but you can tick/untick time entries to be included in the amount invoiced.

Time entries

• Defaults to the value of all unbilled time entries up to the invoice date.
• You can not change the value of the invoice line - but you can tick/untick time entries to include which will alter the invoice line amount.
• Any non-services invoice lines (such as subscriptions or hosting) will 

Manual

• If you want to change the amount of the invoice line you need to select manual.
• You can still tick/untick time entries, however they will not change the amount of the invoice line.

Show or hide columns on project directory

Our backlog includes an item called "make the directories more useful". We have already added the option to let you choose how data is grouped, next up is the option to choose which columns you want to see.

The projects directory is the first to get this option.

Budget section on project settings page reorganised

There hasn't been a change to functionality, but the layout of the budget section has been adjusted. It's been converted to a tabular view and is more compressed, which we think makes it easier to use.