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Release Notes 2019

Kelley Reynolds
8 min read

 Release Notes- our way of denoting breaking news. Always stay up-to-date with intriguing changes to the Forecast platform. Curious about old releases? Check in out here. 

The Month of April 2019

April 4th
What's New

  • We have a big launch this week! Time page is updated, and we cannot wait to tell you about it. We have a slick new User Interface (UI), which comes with a few new bells and whistles. We are introducing “Suggestions” which is our fancy AI making your work more straightforward to do. You can now log time on the Month view and holidays are grey, so you know when not to work. Now you can copy and paste to your heart’s desire! On a Week view, you can right-click on a day and add the same time entries to the next day. Pretty nifty if you ask us.
    On Workflow you can “Encourage time entries,” which means you will be prompted to log time on tasks moved to another column, for example, from In progress → Done.
    Also, did we mention the UI looks slicker? Oh, yea we did!
    Find out more about the new way to add your time. 
  • When you duplicate a project, you can now duplicate expenses too. When you duplicate a project, you can now duplicate expenses too. When you duplicate a project…
  • Labels are more selective! After many requests, we’ve now made it possible for Admins to have full control of labeling. That means that new labels are created in the Admin portal under “Labels.” All users still have access to the great functionalities of using Labels, but now it’s more concise.


Fixed 

  • We have a bug fix in reported time in all categories! We squashed the bug that was messing with the CSV Export. It now includes the client name.

The Month of March 2019

March 21st
What's New

  • Project Overview has a UI-facelift! For project allocation projects it basically looks like before, but just better. 

Fixed

  • You can now put a Rate Card at more than 10 million, and it doesn’t break. So you can bill your client through the roof!
  • If you opened a task while being on schedule, and you unassigned a person from it who is not a part of the project team, the application could crash. A specific fix, but the crash doesn’t happen anymore!
  • Price and profit had an issue with Safari, and now that works for all browsers, including Safari!
  • Fixed an issue where non-project time allocations would not show up in people scheduling on people who were not assigned to any projects, confusing we know. Now that’s fixed!

The Month of February 2019

February 27th
What's New 

  • Money Money Money Money! Now you can select multiple currencies for your projects and Rate cards. Check it out in your admin settings.


Fixed 

  • Quickbooks is out and already improved. Once you have synced your invoices to QB online, the time registrations are locked in Forecast, that way no one can "sneak in" time later on.
  • There was something funny happening to Invite a Client User page. By something funny, we mean weird; so that's not happening anymore.

February 21st
What's New 

  • We love accounting systems here at Forecast, so we’re launching our Quickbooks Online integration and are updating our E-conomics integration. Invoicing is made easier, (something you didn’t see coming). Be audit you can be! You can check out of Help Center to find out how to set up the integrations. 


Fixed 

  • We’re stepping up our game with reporting, and our Insights are getting a useful face life.  Portfolio Insights with people have better filtering options. Now you can filter by Person, Team, Role, and Skills. Insights that are updated include Utilization bar chart, Weekly time, Monthly utilization, Utilization list, People list, Price and profit, Reported time.
  • We’ve fixed something we should have already, and we’re sorry to have added the confusion. So, if you edit your insights, you can select to include deactivated people so their registrations will be visible in the Insights.
  • Working with Template projects and missing your Dependencies? Well, we’ve got you covered! We sprinkled a little magic to Duplicating a project, so if you choose to duplicate the tasks on the project, the dependencies will be there too.
  • Portfolio Insight, Utilization list is actually working… well better. The billability was not taking into account time registrations on a project level. We take this very seriously, so we’ve Obliviated the inaccuracy. Now billability percentage is accurate. (Remember to have your Harry Potter wand at the ready). 
  • Let’s say your Sprint name was really long, let’s say longer than 191 characters. Well, the app would crash. It no longer does that.
  • The holiday calendar buttons have changed, so the names now make sense, like “Add another calendar.” Yaknow, muggle logic.   
  • In the Overview, the Project status description and color selector were not friends. Basically, every color you selected would erase the description, but that doesn’t happen now.

February 14th
Fixed

  • We have lot's of fixes this week; we had an eagle out searching for all the critters in the system.
  • We fixed an issue where the "View work for" drop-down in the upcoming page was always sorted alphabetically so "All People" option was not always on top. It was so alphabetical that someone named “Adam” would be above “All People.” The option will now always be on top, and the rest of the people will remain sorted alphabetically. 
  • Changing the color of your project in a Halted or Done project would pretty much break the system. You still cannot change the color due to it being Halted/Done, but the application no longer breaks when you try. Cool tip: if you want to switch the color to let’s say Pink, change the project stage first. 
  • If you used the + button to create a new Connected Project while currently being on the Project Overview page of one of the projects you select, the application broke. It no longer does that. That was a particularly annoying bug, so if you click Add Now, now, it works! 
  • Project Sprints page was showing Capacity for Task Allocation projects. This does not make sense and was always showing 0. We’re trying to be more logical now so, and Capacity is now only visible for project allocation projects.
  • We have a theme this week, with the application crashing under particular circumstances. For example, with time tracking, if you input a number that is not a multiple of 0.05 into your working hours. Now the number will be rounded to the nearest 0.05, and the application will no longer crash. 
  • People list on both Portfolio and Project Insights are fixed - the remaining calculation is accurately calculated now.
  • This next one wasn’t really breaking anything, but you just had a drop-down with zero options, weird, we know. So what happened was, when you were adding a client user to a client which is not assigned to any projects, the drop-down for selection of projects you want the client user to have access to was there even if the client was not assigned to any projects which resulted in the drop-down being empty and confusing. Now the drop-down will not be there if the client is not assigned to any projects. 
  • On the Upcoming Page, the results were not always correct, (as in they were only correct if you were really lucky), when you selected a team in the "View work for" menu. The results will now be accurate.
  • Fixed an issue on the My Profile page where if you tried to change the working hours while having English (US) selected as your language setting, the hours would shift one day forward every time you tried to make a change. You can change those hours without the jump, to the wrong day.

 

February 7th 
What's New

  • Who is working on what? Now our motto is being improved! If you assign a person to a task with no role, the task's role will be set to the role of an assigned person. Example: A designer in a project is just added to a task, so it means that the task will inherit the role. If a client creates a task, all project contacts will be automatically assigned to the task.

Fixed

  • If there is only one project left in the connected project (which obviously means it’s not a connected project anymore) and it's deleted, then the system would crash. That crash will not happen anymore. The connect project still disappears as it should.
  • Sometimes when typing in a rich text field (i.e., task description), the system would freak out and crash. That is also fixed, no more rich text freakouts on our watch.
  • When you duplicate a project and choose to duplicate the project's settings, it will also copy the allocation type that the project has. Before it automatically set to task allocations, but now it inherits the duplicate, as it should.
  • Holiday calendars are changing, mostly in the way they are reflected in Scheduling, so it’s easier for you to plan your team members’ time. If you have a project allocation or non-project time allocation that spans across a holiday, the holiday time is taken into consideration, meaning that the allocation hours on that day will be ignored.
  • As for the heatmap in Scheduling, holidays reduce the person’s availability by the number of hours for that holiday. For example, one day is not included in the available hours. So, it sets the person’s availability to zero on that day. Basically, it makes more sense when you look at the heatmap now, as it’s a holiday, woohoo!
  • Portfolio insights update! Utilization bar chart looked, well, unpleasing with a lot of people, but now the chart is situated vertically, so it should help. This allows for a more visible data set. Monthly utilization graph and Utilization list calculations are updated and reflect what you see in scheduling. Jazzy. 

The Month of January 2019

January 31st
What's New

  • Parlez-vous français? Oui! Or we do!! Our platform is now fully supported in French. That also means that we now provide customer support and onboarding in French.
  • Insight update on the Portfolio Task List you can filter by status column, on all projects. If for example, you make a status column called “ready for release” then you can always see what is ready for release, naturally.

Fixed

  • A bug might have been cramping your non-project time. If you had an allocation to non-project time, you couldn’t delete the time. Now there is a warning before you delete the time if you were also allocated.
  • Faster is better, especially when it comes to loading time. Insight components load a lot better or at least it’s a bit faster for individual components.
  • Xero integration is updated for a “smooth as butter” experience. In the app settings in Forecast, you can see which the Xero organization you have linked. Also, newly created invoices have a “Go to Forecast” invoice button, so the two-way sync is a bit more obvious now.

January 24th
What's New 

  • Price and Profit Insight is the talk of the town, or around the office at Forecast. Price and Profit Insight now includes Connected Projects. If you  want to view this insight, just group by "Projects." 

Fixed

  • The Calendar integration is updated, so if there was a minor annoyance with meetings creating in separate calendars, but that’s fixed now. Besides the minor bug fixes and the overall polish to this integration, more logistical updates include: If a task/project has started, the meeting is prefilled to begin in the next full hour. If a task/project has not started, the meeting is prefilled to start on the starting date at 8 AM.

Coming Soon

  • Continuing with our UI rollout, we're focused on the collaborators! We will be launching the Time page and Task Modal next. Soon it will be more intuitive to track and add your time to your tasks and organize your tasks.

January 9th
What's New

  • A new year means new Forecast, well not entirely. We’re at a steady pace with rolling out the new UI, and this week we’ve launched the new Overview page. The main changes are for projects that use Task Allocations. The Overview page shows you: Project Details, a Task Allocation Graph, your current Sprint, your Task Overview (i.e., the Estimates vs. Time registered on a graph), as well as the Task Status Columns. Now you’ll have a better Overview, literally. Note: If you use Project Allocations the Overview page remains the same.
  • Time is on our minds, and we’re saving you some with an update to the calendar integration. Integrate with your Google, Outlook or Apple Calendar, and now book meetings directly from a task, or book team meetings with everyone on the project. If you’re on the calendar view, you can now quickly add time registrations.

Fixed

  • Export to CSV is improved in Insights. Before numbers would have a value attached, but now you can export the lists as raw numbers. So now Excel won't freak out, because it can read all your numbers correctly.
    We've improved the load speed of insight components. Basically, we're saving you a noticeable fraction of time- back to your busy day.

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