projectfacts 2023.2

Our highlights in detail

Product management for service providers

Service companies, especially in the IT sector, frequently sell recurring products with periodic billing — for example, maintenance contracts, licenses, or managed services. These services can now be classified as products, displayed per customer, and their success evaluated.

About “Product management for service providers”

Intelligent product workflows

In addition to better clarity and improved evaluability, products in projectfacts offer further advantages. For example, generate a purchase order directly from the contract when an item first needs to be procured, or create a maintenance position when you want to account for upkeep and maintenance.

About “Intelligent product workflows”

Billing according to HOAI

For construction services, the German fee schedule for architects and engineers (HOAI) has applied in Germany for almost 50 years. It provides a framework for calculating fees for construction and planning work based on fee tables. Bill these quickly and easily using percentage positions in projectfacts.

About “Billing according to HOAI”

Changelog 2023.2

Highlights:

• Smart product management for service providers: View sold products in an overview and make their success measurable.
• Intelligent product workflows in contracts: Create purchase orders or maintenance positions for your products and move contract positions.
• Bill architecture and construction services according to HOAI using percentage positions.

Improvements

• When creating projects, a capacity can be created directly at the same time.
• New synchronization options from project to capacity.
• Many small changes to the purchasing workflow (inquiry, order, incoming invoice) make operation easier.
• New column “Element details” for project times.
• For new user accounts, the account email address is adopted as the preferred contact email address.
• The service note shows the current highest dunning level of a customer on request.
• New position types in documents: “text position” and “hidden position”.
• Free fields can be transferred to follow-up elements (e.g., from the quote through the contract into the project).
• Follow-up column in sales opportunities.
• Columns for street/number, city, postal code, state, and country in contact lists.
• Many employee filters now allow the selection of user groups.
• Collision detection for appointments now also takes into account vacation, public holidays, working time contracts, and vacation requests.
• The mini calendar in the calendar overview now shows your own public holidays.
• Cancellations are now also possible in XRechnung format.
• Teams appointments are now only updated at Microsoft when relevant data has changed.
• Article selection greatly improved (number of sub-elements is displayed, no more passive articles in the navigator, …).
• User interface: Dialogs behave more user-friendly when their size is changed.
• User interface: Multi-input fields (e.g., email recipients) now also accept comma-separated values via copy&paste.
• User interface: The action bar is displayed more compactly on small screens.
• Significant performance improvement for capacity reports, area & category analysis, and other reports.
• API: Via API, ticket transactions can now also be created that are to be sent by email.
• API: Sales opportunities are now available in the API.
• API: Reference documents for documents can be uploaded.

Bug fixes

• Chips (current values in a multi-input field) can be edited again.
• Export of the invoice positions report now follows the selected columns.
• Unplanned working days could not be booked via “My capacity planning”.
• Various sum columns in analysis reports can now be sorted.
• “Edited yesterday” in “My tickets” now filters tickets correctly.
• Scanned documents in cost lists are now also displayed when the list is first loaded.
• The column “Billable time” in project time lists can now be sorted.
• Primary contact from the ticket is correctly carried over when booking time via a transaction.
• Add actions in document lists of organizations now use the correct contact assignment.
• Order of added documents when sending invoices is maintained.
• CRM status in CRM transactions continues to be displayed when the priority is hidden.
• Color markings from sub-project and work package templates are now correctly applied.
• Column headings in the Scrum board fixed.
• Certain quick filters (in the quick filter dropdown) were no longer working.
• The ticket list showed no content preview when the current status transaction was hidden.
• The display of toolbar buttons in dialogs has been corrected.
• URL display on public pages has been corrected.
• Menu notifications for sick notes can now be hidden in the personal settings.
• Setting a value for SSO via the employee multi-selection works again.
• Pseudo-appointments (“Relevant” attendance times such as vocational school) were in some cases synchronized back as real appointments during appointment synchronization.