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Polishing Projects

Since we released Projects a few months ago, we’ve made several small but important improvements. You may have noticed the start and end dates we added in April. But we didn’t stop there. Our team’s been hard at work polishing Projects to get it working its best.

The most significant update is to the Tasks and Team tables on the Project Analysis page. If you budget your project by task or team hours, that table used to look like this:

tasks-before

Some items might have a budget and some might not, which made the table hard to read. We updated the design to separate items with a budget from those without, making the information much easier to scan and understand:

tasks-after

While we were at it, we also made two other useful improvements to the tables:

  1. If you specify billable rates, Harvest can show you the budget’s progress in both time and money.
  2. We brought in some pretty bar charts to make it easier to visualize each budget’s progress.

Clearer Graph Tooltips

Some of you found the Project Progress graph’s tooltips confusing. That’s because the tooltip header displayed only the week you were looking at, as if the data you saw were for that one week only. However, each data point on the graph is a cumulative of all the hours up to that week. Still with me? These screenshots should clear things up:

budget-tooltip

Much better!

Improved Interaction for Editing Tasks or Team

In the past, if you removed a person or task from your project, Harvest would simply hide that item on the screen. We made that decision with good intentions, thinking that it would simplify the design. But there are two problems with hiding info that we didn’t consider.
First, if you removed a person or task from your project, the related budget would be hidden. That made the budget total at the bottom of the Edit Project table wrong. Second, the information on the Edit Project form wouldn’t match the Project Analysis page:

polish-4

That’s not good! We fixed this problem by updating the Project Edit form—it now shows the tasks or people that have been removed from your project:

polish-5

We hope these small polishes make your job easier when reviewing projects in Harvest!

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This was posted in New Features, Product News, Project Management.
  • We think these updated are very good. We recently started using Harvest to track internal project costs. There are still a few items that would be very helpful from what a Project Manager can and cannot see.

    It would be nice to have the ability for the PM to have a Permission to View Billable Rate and Budget Summary. Manage > People > Basic Info > Permissions http://screencast.com/t/ywtmmkDGwo. Which would allow on the project dashboard to see those summaries. http://screencast.com/t/GdZjk66vn.

    Cost is delicate since it involves employee confidential payroll information, so it would be nice feature to keep that excluded, but all them to see the budget and billable data.

    Looking forward to future enhancements!!

  • Jeremy Massel on May 7, 2015

    +1 to Dawn’s comment!

  • Christine Maskell on May 11, 2015

    It would be useful for us to be able to create the task in “projects” rather than in “tasks” Our tasks are mostly not common so there are hundreds of them.

    We also would like to have staff create an estimate without full admin rights.

    It would be good to click on the subject line of an estimate and from there open up projects to create a job with that line as the name.

    When an estimate is invoiced the estimate number needs to be retained for tracking for the customer.

  • Hi Dawn & Jeremy, you can do that today by checking the “View billable rates and amount” option: http://cl.ly/image/2E0a3T422S1W

    Project managers cannot see costs – only administrators can, so that option should do exactly what you need!

    Christine, I agree to all your suggestions! You can actually create tasks today in Projects–just type in the task name and hit enter! http://cl.ly/image/3M413p2d3L0j

  • Jeremy Massel on May 11, 2015

    Oh – awesome. Now just need them to be able to see all projects and they won’t have to be admins anymore :)

  • Paul Ferguson on May 12, 2015

    small thing but if the webpage headers didn’t scroll away that’d be nice.

    thanks.

  • Hi,

    Billable Tasks do not stay selected when I edit a project.
    I select ‘all’ tasks as billable, update project, then when i come back to edit the project all tasks are unselected billable.

    Why is that?

  • HI Phil, I’m writing you directly to see what might be the problem there…

  • Hi Shawn,

    Thanks for the fast reply. I figured out the problem. (User Error). I did not select ‘This job is billable’ towards the top.

    Love Harvest. Thanks for the Fast Reply

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