projectfacts 2023.3

Highlights of the new projectfacts version

The new projectfacts version offers you more automation and new options for both your time tracking and your accounting.

All further new features and improvements can be found in this changelog.

Define working hours, vacation, and capacities to the minute

The system has always offered a wide range of configuration options for contract and working time data. With the new extension, working time, vacation value, and plannable capacity can be set to the minute per weekday and employee.

About “Working hours, vacation, and capacities”

Extended functions for attendance times

If an employee records times within a specific attendance category, the system can automatically generate cost elements (e.g., for surcharges or commissions). Setup times, travel times, and similar items can be compensated using flat-rate delta values. Access can also now be restricted to user groups.

About “Extended functions for attendance times”

Unbooked working days at a glance

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 “Unbooked working days at a glance”

Create and send invoices automatically

With projectfacts, invoices can now be generated, validated, and sent automatically. You can control the automatic invoice runs both via the contract and via multi-selection in the contract billing view. Instead of tedious manual work, an occasional check is now sufficient while your invoicing takes care of itself.

About “Create and send invoices automatically”

Changelog 2023.3

Please note

• The function to display Twitter accounts in the news tile has been removed. Instead, the tile now provides an RSS feed of our blog by default.

New features

• The working time configuration now supports entering the duration of individual weekdays.
• Instead of a monthly close, a weekly close can now be used (configuration required).
• A dashboard tile / working day list alerts the user to unbooked working days (configuration required).
• In cost types and articles, tax codes and account numbers can be configured for the export of expenses and incoming invoices.
• With automatic cost element creation in attendance/absence categories for the monthly or weekly close, certain surcharges (e.g., for on-call duty) can be mapped.
• A delta value can be defined for attendance/absence categories that influences the credited working time.
• A custom billing cycle can be stored per customer, overriding the rules from area and category (configuration required).

Improvements

• Vacation days can now be automatically released upon sick leave (configuration required).
• Menu notifications display multiple events for one element in a bundled view.
• Working time reports are possible for the monthly close (layout adjustment required).
• Active column for cash discount in document lists.
• When an appointment is created from a ticket, the sales opportunity and project are transferred from the ticket to the appointment.
• Capacity calendars now show the plannable capacity instead of the employees’ contract time.
• The line break used for file export interfaces can now be configured.
• Retroactive editing of ticket elements can now be configured more precisely.
• New article unit “Messages”.
• Warning when submitting a vacation request if the deputy is also on vacation.
• The general service note for the customer is now displayed in the sales opportunity detail manager.
• When creating a quote or order confirmation from a sales opportunity, CRM status and sales phase can be set.
• The activity report can now be split by month and week.
• When booking time on calls, start and end time are automatically filled in if the configuration works with these.
• Work packages can now be created directly in the backlog from milestones.
• The document name (invoices, quotes, …) can now contain up to 255 characters.
• Price list and bank details (customer, supplier) of the organization are now inherited by departments.
• Recurring appointment exceptions can now be deleted more easily.
• Inheritable field DATEV client number added for departments.
• The automatic creation of files for “printing on letterhead” can now be deactivated.
• In project roles, multiple inherited “roles in sub-projects” can now be defined.
• The “My workspace” and “Vacation requests” lists can be exported as Excel reports.
• In the project framework conditions of projects, there is now a date suggestion for “Planned completion” when agile project management with milestones is used.
• Default area and category of a ticket can already be specified when creating the ticket (configuration required).
• Merging tickets now has a clear dialog that also auto-fills fields.
• Detection for automatic replies in the ticket system improved.
• Twitter news has been converted to a configurable RSS feed.

Bug fixes

• Value updates during data entry in a dialog no longer reset the cursor.
• The cost center column in the employee overview now shows all cost centers within the time filter range.
• The page navigator in project time lists is hidden in the cumulative view.
• Sorting of the supervisor and cost center columns in the HR employee overview is possible again.
• The salutation in the greeting formula is no longer replaced when it is part of a word.
• Alarm emails were sent multiple times in some cases.
• Fixed capacity plans are now marked with a symbol again.
• Export of the overtime forecast and overtime account columns now takes into account the export settings.
• Names in the “My colleagues” tiles are displayed in alphabetical order.
• The vacation column in the working time analysis report can be exported again.
• Vacation taken in the vacation report can be exported again.
• The category in the time booking dialog is correctly loaded when selecting a template.
• The “Reason” input field is no longer displayed when removing campaign contacts.
• Column “Gross amount” is available again in the invoice positions report.
• Data from the group “Contract and billing data” is now transferred when creating a purchase order from a template.
• When changing the billing type in articles, obsolete values from the no-longer-selected billing type are removed.
• Sales phases in the sales opportunity analysis are correctly sorted again.
• Columns area/category in project lists now observe the configured time unit when exporting.
• Protected attendance/absence entries of type “Standard” that the employee is not authorized to view are no longer displayed as “Sick” but as “External”.
• Expired overtime is now displayed on the first day of the month instead of the last.
• The relevance of pinboard entries in sales opportunities that point to a project is no longer set to “None” when saving a project assignment in the sales opportunity.
• The “Purpose” column in the admin article list is again displayed correctly.
• In the “My goals” tile, “null” was displayed in some cases.
• Workplace planning: The employee and workplace overview tiles no longer take into account deactivated employees.
• The “New message” action in a ticket now correctly uses the ticket’s subject instead of the last status transaction’s subject.
• My capacity planning: The dividing line between participants and broken-down capacities is now back in the correct position.
• Content assist in input fields is now displayed at the correct position again.
• PDF reports generated via multi-selection can now be downloaded with the correct file name.
• Error with synchronization of inherited email addresses fixed.
• When reducing weekly working time, the plannable quota is reduced accordingly if necessary.
• Delete warning in time matrix is active again.
• MS login graphics revised so they also work correctly as a background image.
• Entry of monthly targets now takes into account the employee’s plannable quota.
• Capacity planning for subsequent weeks via quotient (available, remaining capacity, or plannable quota) now works correctly.
• Capacity planning for subsequent months via quotient remaining capacity in a month with no remaining capacity no longer forces scheduling with a fixed minute quota.
• If a group has been deactivated, the derived roles are also considered deactivated.
• When creating a document position, the currency abbreviation is now displayed again.
• When copying documents, the current exchange rate is used.
• Bullet points on wiki pages are displayed without unnecessary line breaks.
• The admin mail account list was in some cases displaying errors that are no longer current.
• The “Billing” column in project views is also loaded correctly when the main project is not displayed.
• In the “Goal achievement” column in HR, the target billing ratio was unnecessarily rounded.
• Meeting links were lost in certain cases when editing an appointment.
• More robust positioning of the break/check-in popup when the browser window is resized.

Image credit: © freepik (2023)