Comments on: Recent Harvest Updates: Discounts, Duplicate Estimates, Export Contacts, Etc. http://www.getharvest.com/blog/2009/10/recent-harvest-updates-discounts-duplicate-estimates-export-contacts-etc/ Time is money. Track it wisely. Wed, 08 Feb 2012 23:15:18 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Karen Schoellkopf http://www.getharvest.com/blog/2009/10/recent-harvest-updates-discounts-duplicate-estimates-export-contacts-etc/#comment-833 Karen Schoellkopf Thu, 15 Apr 2010 22:12:51 +0000 http://www.getharvest.com/blog/?p=1697#comment-833 @clint Thanks for the feedback, and yes, we agree, a more seamless way to turn an estimate into a project is definitely a feature on our list. @David Thanks for all of the details, we'll make a note of your suggestions. @clint Thanks for the feedback, and yes, we agree, a more seamless way to turn an estimate into a project is definitely a feature on our list. @David Thanks for all of the details, we’ll make a note of your suggestions.

]]> By: Clint http://www.getharvest.com/blog/2009/10/recent-harvest-updates-discounts-duplicate-estimates-export-contacts-etc/#comment-830 Clint Thu, 15 Apr 2010 02:23:02 +0000 http://www.getharvest.com/blog/?p=1697#comment-830 Estimates are nice, but it would be nice if I could click 1 button and create a project for estimate after it has been approved. Estimates are nice, but it would be nice if I could click 1 button and create a project for estimate after it has been approved.

]]> By: David http://www.getharvest.com/blog/2009/10/recent-harvest-updates-discounts-duplicate-estimates-export-contacts-etc/#comment-576 David Sat, 17 Oct 2009 04:09:51 +0000 http://www.getharvest.com/blog/?p=1697#comment-576 1. The project managers should be able to send email reminders (from the unsubmitted tab). Currently only the administrators can do this. The project managers should have this functionality as they are responsible for their projects. It should not need to be escalated up to the administrator level (who typically) don’t supervise the projects anyways. While we could give project managers admin status, this would not be conducive to maintaining a strong internal control based environment. Administrators are typically IT managers or in G&A and don’t work on the operations of the project. 2. In a managed professional services organization, rates per hour are constantly changing. The tool should enable a user to set rates for specific time periods, for example $100 per hour for John from Sept – Nov. and $120 from Dec – March. Currently, updated rates are retroactive through historical data. This would foul up our historical cost/pricing information if rates were to change. This means that the data has to be taken offline to MS Excel which is inconvenient. It negates the reason most people migrate to an online tracking system, to avoid manually doing things on Excel. 3. The lead administrator should be able to allow certain information to be viewed by others and some to not be. (For example, the rates). 4. Editing time: Lets say someone put in the wrong task within a project and wants to correct this- currently they have to delete all time in the week for that particular task. They should be able to switch the hours by switching the task. Otherwise, when deleting the entire row, its easy to forget what they booked altogether. 1. The project managers should be able to send email reminders (from the unsubmitted tab). Currently only the administrators can do this. The project managers should have this functionality as they are responsible for their projects. It should not need to be escalated up to the administrator level (who typically) don’t supervise the projects anyways. While we could give project managers admin status, this would not be conducive to maintaining a strong internal control based environment. Administrators are typically IT managers or in G&A and don’t work on the operations of the project.

2. In a managed professional services organization, rates per hour are constantly changing. The tool should enable a user to set rates for specific time periods, for example $100 per hour for John from Sept – Nov. and $120 from Dec – March. Currently, updated rates are retroactive through historical data. This would foul up our historical cost/pricing information if rates were to change. This means that the data has to be taken offline to MS Excel which is inconvenient. It negates the reason most people migrate to an online tracking system, to avoid manually doing things on Excel.

3. The lead administrator should be able to allow certain information to be viewed by others and some to not be. (For example, the rates).

4. Editing time: Lets say someone put in the wrong task within a project and wants to correct this- currently they have to delete all time in the week for that particular task. They should be able to switch the hours by switching the task. Otherwise, when deleting the entire row, its easy to forget what they booked altogether.

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