Navigation improved with sub menu flyout from the primary navigation, finance dashboard added and see resourcing comments easily.
A small release with some obvious changes. Included in this release:
- Navigation updated with the sub menu flying out
- Easier to see comments added to resourcing entries
- A new finance dashboard has been added, including "expenses to be reimbursed" widget
- There are no updates to the API or SQL views
If you have any feedback or questions please let us know - send an email to firstname.lastname@example.org and one of the team will get back to you quick smart.
Navigation updated with sub menu flyout
It's now faster to get to all screens. The sub menu pops out as you hover over the main navigation allowing you to select the screen you want to go to.
Tip: Clicking the main navigation still takes you to the default screen of that section
While comments have always been able to resourcing entries they weren't very visible. That's been changed now, and any comments that have been entered against resourcing can be seen by hovering over the resourcing for a week
- Dashboard - my resourcing section
- My resourcing screen
- Resourcing screen for a project and for a person
New finance dashboard
A new dashboard has been added. The finance dashboard has the same "money owed" and "revenue targets" widgets that are on the Executive Dashboard as well as a new "expenses to be reimbursed widget"
Expenses to be reimbursed
This widget shows the total expenses that have been submitted and need to be reimbursed to people. Select the organisation and currency to get the total of expenses to be reimbursed.
All expenses that haven't been marked as processed will be included in the total, split into approved and pending.
Access to the finance dashboard has been enabled for the Admin and Finance user roles in your environment. If you want to remove this, or add it to other role you can do so in the Roles screen in the admin section.
Tick or untick the Dashboard.Finance.View option under Dashboard Service Points.