We are excited to announce that we have implemented a number of enhancements to our platform. New functionalities detail:

Reports

We have added a new button in the Proposals and Jobs panel called Reports. Users can download basic reports such as Job List or more robust reports such as Project Finances report.

Default Settings

We have added new settings to sort your jobs by to make the process of finding your projects easier. You can now sort by Job ID, Job Date and Job Number. You can even decide if you want to see them in an Ascending or Descending order.

Merge Existing Job

Users can select a job they wish to merge with another job. The merged Job will generate all entities (Proposals, Invoices, Statements, Payments, Timesheet, Activities, Files, etc) which will be associated to this Job.

Budget Consumption

Administrators can now see how much of the budget in dollar value has been used by task and by phase in the scope of the job.

Client Income Report

This view allows the user to see what the financial situation of the client is, escalating the numbers by client, project, and even more by the invoice value.

Our company is confident that these enhancements will prove to be valuable tools for our customers. The goal is always to improve your experience and help you save time and effort.

Save time and focus on what really matters

Our next webinar will take place on April 27th at 2:00pm ET!

Stay tuned!

If you missed any of our previous webinars, head to our YouTube channel to watch them in their entirety!

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Project Management Guide 

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