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New Features posts:

New: The Harvest Power-Up for Trello

The Harvest for Trello integration just got a whole lot better! We’re delighted to be one of Trello’s first Power-Ups for Business Class, which makes Harvest time tracking a native feature in Trello. Once you enable the Harvest Power-Up on a board, your whole team will be able to track time right inside Trello. Simple as that.

Track Time from Trello Power-Up

Trello’s a great tool to manage your team’s projects. The Harvest Power-Up gives your team a quick way to get a timer going without ever leaving Trello. You’ll be able to see the total time tracked to each card in Trello. And better yet, all of your Harvest timesheet entries will have a link back to their Trello cards should you need to reference the details:

Trello Timesheet Entry

But this is just the beginning! We plan to surface more Harvest data right inside Trello so that you can have key information at your fingertips while you manage your projects. Have something you’d like to see added to our Trello Power-Up? Feel free to leave a comment here, or drop us a line.

For more information on how to set up the Power-Up and track time, check out our Help Center.

Project Exports Get A Boost

We’ve made exporting projects out of Harvest quicker with this latest round of updates, hopefully making your reporting process a bit easier.

Export only projects with a budget

Only care to report on projects with a budget? You can now zero-in on your active, budgeted projects by only exporting these from the Projects page.

Export Projects with Budget

Easily see if your budget is in hours or fees in your projects export

When you exported your projects in the past, you may have been confused if you had a mix of projects budgeted by hours and fees. We’ve cleared this up by adding a Budget By column to the export, which gives the units (hours or currency) of your project.

Budget By Column in Projects Export

Quickly export detailed time entries for a project

We’ve made it a bit more convenient to get all the detailed time entries associated with a project. You can export the detailed entries from your project’s page to Excel or CSV in just two clicks.

Export Project Analysis to Excel

Any questions or feedback? We’d love to hear from you.

Be Transparent and Accurate When Tracking Time in Other Apps

It’s pretty neat to never have to leave an app you use everyday to start a timer. Our integrations with various project and issue management apps like Asana, Basecamp, Trello, or Zendesk do exactly this. But there’s another huge benefit to these integrations that flies a bit more under the radar. Your Harvest timesheet entries link back to their external reference–like the Basecamp to-do, Zendesk ticket, or Trello card.

Trello Time Entry in Harvest Timesheets

Exports Now Include External Reference URLs

We spent a lot of time talking to customers who use these integrations and learned that they’re transparent with their clients. They share their Basecamp projects and Trello boards with their clients so that they can see what’s being worked on and what progress has been made. The one key thing that’s been missing is the ability to share how much time has been tracked to each task or ticket with your clients without a big manual effort.

Now, it’ll be much easier to know how much time you spent on specific items in other apps. We’ve added a new column to your Detailed Time export: the External Reference URL. When you prepare your weekly reports to send to your clients, you can now easily group time entries by tasks or tickets from these other apps, or provide a click through to the details.

External Reference URL in Export

Enter Time for Previous Dates

And if you’re going to share this data with your clients it should definitely be accurate, right? Up until now, tracking time from these apps has been a very in the moment thing. But now, you can backdate entries if you forgot to log time from a task or ticket on a specific day. What used to be a cumbersome process of flipping between these apps and your Harvest timesheets is now just one click away!

Changing date from Harvest Button

If you have questions or feedback on other ways we can improve time tracking from your project and issue management apps, let us know!

Zoom Out the Forecast Schedule

The schedule is at the heart of Forecast. It’s where you assign hours to your team and add milestones to your projects. It’s where you can see the team’s availability and overcapacity. Every week, it’s displayed on conference room TVs in meetings all over the world.

Today, we’re introducing an incredibly useful (and oft-requested) feature to the Forecast schedule: Zoom Out.

The amount of weeks you see in the schedule is based on your browser’s width. A typical schedule used to display only ~3–5 weeks at a time. That wasn’t enough… Perhaps you’d like to see the next two months to get clear insight into when a developer team would be freeing up. Maybe you want a high-level view of when you can take on that next project.

Now, with the click of a button, the schedule will show you ~9–12 weeks at a time.

forecast-zoom-out

Everything about the schedule will remain the same when you zoom out. You can still assign time, resize, drag, and split assignments, add and edit milestones, etc. It will simply show you more weeks in the timeline.

We believe this new feature will give you the high-level view you’ve been missing. If you have any questions, don’t hesitate to reach out to the team.


As a reminder, you can still navigate the schedule forward or back in time. Make use of keyboard shortcuts to make this even faster: use the left and right arrow keys to navigate weeks, t to return to This Week, - to Zoom Out, and + to Zoom in.

Topping Off Invoices with a New Graph and Summary Numbers

When we set out improving Invoices Overview, we had a vision of love. Okay, maybe not love. Fall’s just making me reminiscent for 1990s Mariah Carey. But we had a vision, it was pretty lovable, and it was called graphs.

Our vision grew out of a few basic desires.

  • First, we want you to be able to understand the overall story of your invoices at a glance, so you don’t have to run quite as many reports.
  • Second, we know comparing month-to-month activity is useful to understand progress and invoicing trends, and want to offer easy access to this info.
  • And third, we want to offer a visual way to analyze your invoicing data.

Over the next few days, we’ll release the results of that vision: a visual invoice summary at the top of Overview, including a new graph and two summary numbers. Currently, the graph shows the present year, and we’re working on support for other years as well.

overview-graph

The graph itself will show you the invoices you issued in specific months. If you hover over a month’s bar, we’ll show you some details of the invoices issued in that month: you’ll see how much has been paid and how much remains open.

overview-graph-tooltip

 

We also show you two summary numbers:

  • The total open amount. This includes all unpaid invoices for all time, a great way to know what you need to track down.
  • The total paid amount for invoices issued this year. A simple way to see how much money you’ve brought in for invoices issued since the year began.

overview-numbers

Feel free to let us know your thoughts! We hope you find this new graph useful!

Editor’s Note: Changes were made to this post after it was released, to reflect updates made to the invoice summary graph. The graph’s open amounts now exclude written-off invoices, which is reflected in the monthly bars and the graph’s tooltips. 

Create Assignments Faster with Click and Drag

Be frictionless is one of our core principles on Forecast, and today we’re pulling out the WD-40 and going friction hunting. We’re excited to introduce a better way to create assignments.

Simply select the desired start date on the schedule, hold down your mouse and drag it out to the desired end date. That’s it! You’ve now created an assignment without having to open the date-selector or resize the assignment after.

Not only that, it also works for assigning a new project or person.

clickendragon2_v2

Assignments are at the core of Forecast, and our users create more than 30,000 of them each week. At that rate, the time and energy lost to a few extra clicks can really add up. We want Forecast to help you do your best work without getting in your way.

We’ve found this change makes Forecast even more pleasant to use. We hope you will too!

Share a Project’s Budget Progress with Your Team

One of Harvest’s most useful features is the Project Analysis page. Here, you can see reports on your project’s progress–how much time was tracked and how much of your budget remains. In the past, only Administrators and Project Managers could see this page. Over the next few days, we’ll be releasing a change that’ll allow you to open up this report to the rest of the team on a project by project basis.

Why the change? In a nutshell, transparency! You can give non-project managers a read-only view into project progress so that everyone can be more proactive about keeping the project on track. Project Managers will no longer need to update the team on how they’re doing against the budget–the whole team can see it for themselves in Harvest in a few clicks.

All you have to do is select Show project report to everyone on the project in the Permissions section of the project form and the project team will have access to the Project Analysis report.

ProjectPermissionsEdit2

What can your team see with this permission?

  • Total time for the project, broken down by billable and non-billable hours
  • Their own hours, broken down by task
  • Hourly budget progress (for the project as a whole, or their own)

What can’t they see?

  • Breakdown of each team member’s hours
  • Fee-based budget progress
  • Expenses
  • Billable rates and amounts
  • Costs

Here’s an example of what the team will see:
Project Analysis for Regular User

And if you don’t turn this new permission on for a project? Regular users won’t be able to see the Project Analysis page at all. They’ll just see their own timesheets and expenses (same as they do now).

You’ll see this new permission on your projects within the next few days. If you have any thoughts or questions, let us know!

Drill into Tasks and People on your Project

Our Project Analysis pages offer a great way to quickly check the status of a project, but sometimes you may want more detailed information on the time tracked to a project. As of today, we’ve made digging into your project information even simpler, with the ability to drill into tasks and people. Let’s go through an example of how these data points can be useful:

You’re one month into a three month project, and you’ve noticed you’re already close to the end of your budget. When you check things out on your Project Analysis page, time logged to Design has eaten away at most of the budget. What gives?

Now, with one click, you can see all of the people who tracked time to Design. You realize that the person you assigned as backup for design has logged more hours than the primary person – time to have a chat with the team to see what’s going on!

Mid-level Drill-down Blog Post Image

And if seeing the breakdown of people who tracked time to a specific task (or tasks to a specific person) isn’t enough detail for you, you can also click on the Total Hours to see the individual time entries on the Detailed Time Report.

Detailed Reports Image for Blog Post

These changes should help you understand the numbers, and where they’re coming from with just a click (or two)! If you have any questions or feedback, just give us a shout.

Forecasted Project Health now supports Fee-based Budgets

Earlier this year we announced a tighter integration between Harvest + Forecast, combining your tracked hours with your scheduled hours. This update allows you to compare your team’s estimates vs actuals, and also reveals real-time project health, so you know ahead of time if you’ll go over your hours budget.

We’re happy to announce that we recently added two nice updates to this project health portion of our integration.

  1. We’ll now show if you’ll be over or under budget in the Forecast summary for all budget types, including fee-based budgets.
  2. If we are able to calculate the projected fees, we’ll also show that in the summary, even if you’ve selected an hours-based budget.

This means you’ll be able to know ahead of time if you will go over or come under your fee budget right in the summary!

project-health

Note: To calculate projected fees, you will need to select an invoice method of Project Hourly Rate or Person Hourly Rate.

We know that, at the end of the day, knowing where you stand against your projected fees is critical to your business. We think this update will help you run your projects more smoothly and efficiently.

Bonus! We’ve also just rolled out the “money graph”, which means we will show you a graph of your project’s progress against the monetary budget you have set for any projects budgeted by fees. This graph will also includes projected budget data from Forecast.

Introducing Harvest for GitHub: Track Time on Issues and Pull Requests

Our developers at Harvest spend a majority of their time in GitHub. As someone who organizes our projects, I tend to live in Basecamp or Trello, so the fact that I can start a Harvest timer from those apps is great. But for developers who actually do their work in GitHub, it’s been a bummer that they haven’t been able to start a timer from there. Today, we’re excited to add GitHub to the list of apps you can track time from with the Harvest Chrome extension!

If you already have our Chrome extension installed today, you’ll now see a Track Time button at the top of every GitHub issue and pull request. If not, just install it here. The highlights of the integration:

  • Quickly start and stop a timer from GitHub issues and pull requests. There’s a button at the top of the page, but also down near the comments.
  • The ID and title of the issue or pull request will populate into your Harvest notes.
  • Your Harvest timesheet will have a link back to the GitHub issue or pull request associated with that entry.

harvest-for-github@2x

The Harvest for GitHub integration will make developers and project managers happy. It’ll be easier for developers to get a timer going, meaning they’ll be more likely to track time. For project managers, that translates to not having to remind your team to track time and having more accurate reports. Win, win!

If you have any questions or feedback, just get in touch with us.