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Posts by Daniel Marino:

Two New Features to Help You Prioritize Info

Reviewing projects, teammates, and pending timesheets can sometimes be a bummer when it comes to quickly finding the information that matters most to you. You don’t need to see everything all the time. And nobody wants to scroll through a long list of projects or teammates to find the handful that are important now.

If you’ve found it difficult to focus on what you need, when you need it, I’ve got some good news. We’ve just made it a little bit easier to find the projects or teammates that’re most important!

Pin Projects and Teammates to Prioritize Your View

Most of the time, most people want to report on only a handful of projects or people. And those may not necessarily be the same projects or people your teammates focus on. Plus, the rest of Harvest’s data might be important every few weeks or months, but not every day.

On the Projects and Team Overviews, we’ve added the ability to pin projects and teammates to the top of the page! The great thing about pinning is that it’s personalized to you. Check out how easy it is:

  • On the Projects Overview, click Actions > Pin on the project you’d like to pin. Now this project will always appear at the top of the Projects Overview until you unpin it.
  • The process is similar for teammates. On the Team Overview, click Actions > Pin on the teammate, and then they’ll be listed at the top of the Team Overview until you unpin them.

Filter Pending Timesheets to View Just Your Team

It’s Friday afternoon, and you’re itching to get out of work for the weekend. The last thing you want to do is sift through 50 pending timesheets to find the few that actually matter to you!

To make your life a little easier, we’ve added a filter to the Pending Approval page to let you sort and approve timesheets by team roles, contractors, your pinned projects, or your pinned teammates.

Save Time in Harvest

We know you’re busy—the last thing you want to do is spend time trying to find the projects and teammates you need to see on a day-to-day basis. With these time-saving additions we’ll show you the right information at the right time.

Update Your Team’s Billable Rates While Retaining Accurate Reporting

We recently introduced the ability to update your team’s cost rates without tainting historical data. On the heels of that, we’re happy to let you know you can now easily update your team’s billable rates—all while keeping historical data intact! This new functionality will even be accessible from our API!

Previously you had to use tedious workarounds to make sure you used the right rates at the right time. But now it’ll be easy for a teammate to have various rates over time, even on the same project!

Setting Up a Teammate’s Default Billable Rates

So how does it work? Each person can have a set of Default Billable Rates, which you can apply to specific timeframes. For example, one rate for last year, and a second rate for this year.

To set this up, head to any teammate’s profile. In their Billable Rate section, you’ll see a new Edit Billable Rate option with two choices:

  • Apply a new rate on an effective date. We’ll apply the new rate starting on the selected date, to projects that use default rates (more on that below). For example, if your teammate got a raise on January 1st, select that date to apply it to time tracked on the 1st and onward.
  • Apply a new rate to all time entries. We’ll apply the new rate to all time tracked by your teammate, on projects that use default rates. We’ll also apply this rate to projects you create going forward.

What About Custom Rates?

We know that not all projects are the same, and you might need a little flexibility for projects that don’t bill by your defaults. As we always have, Harvest will continue to let you set custom rates per project.

For each teammate on a project, you’ll have the option to:

  • Use their default rates – allowing you to use your teammate’s historical rates.
  • Or use a single custom rate – which would apply to all time your teammate tracks to the project.

If something changes, not to worry—you can switch between default rates and custom rates on a per project, per person basis at any time by editing your project.

One Important Thing for Projects That Existed Before This Change

There’s one catch: you’ll need to edit your projects if you want them to use your teammate’s new default billable rates. For example, let’s say your teammate has one rate last year, and a second rate this year. You’ll first need to set up those rates as their defaults, and then update your project to tell us to use those defaults.

To update your project, just edit it, then click Edit Rate beside each person, and specify if you want the project to use their default rates or a custom rate.

Why do you need to do the second step? When building this feature, we didn’t know if the rates on your existing projects were intended to be default rates. We didn’t want to make any assumptions about what you intended, because that could lead to misbilled clients or messed up reports!

The good news is, you’ll only have to do this once for each project. Also, if you’ve got a ton of projects to update and it’s going to take a long time to edit each person, we’ve got your back. Just contact us and we’ll help you out.

Save Time with Even More Accurate Data

Gone are the days of using time-consuming workarounds just to accommodate a rate change. And no more having to sacrifice accurate billing and budget info just to keep your team’s rates up to date. Now you can update those rates in seconds. You’ll always be able to rely on Harvest’s data for your billing and reporting. And you’ll have even more valuable insight into past data, so you’re fully informed for the future.