Rosalie Chassat: Good morning, good afternoon, everyone. Welcome to our August product update webinar. Thank you, everyone, for joining us. Today, we will be presenting version 50.6.2, which was just released, like, this morning. So our timing is just perfect.
Rosalie Chassat: My name is Rosalie, I’m Customer Success Manager at Client, and I will be your host today. And as always, we have Yannick. Hi, Yannick, our CEO.
Yanick Abraham: Exciting, yeah, it’s been just out for everybody today, but we’ve been playing around with this release, and it’s quite feature-packed and exciting release, so it should be a good one.
Rosalie Chassat: Yep. And our Customer Success Manager, Isabel, will be answering your questions in the Q&A and chat, as always.
Rosalie Chassat: A little reminder, if you want to make the most of the webinar, just make sure you participate to the polls, use the React buttons, and ask questions in the chat or Q&A, whatever you prefer. Before we move on, we want to do a little poll to get started.
Rosalie Chassat: And get to know who’s joining us today. So, is this your first client webinar? Yes? No, I’m a regular. No, I’ve been to a couple. I’m expecting maybe some people that joined client a couple of weeks ago, and now the summer is over. Maybe we have a couple first-time attendees? Or not?
Yanick Abraham: I’m in.
Rosalie Chassat: Alright, so…
Rosalie Chassat: Perfect. It looks like most people are regular, but we do have a few new faces, so welcome to you if this is your first time, and thank you for answering the poll.
Rosalie Chassat: And let’s move on. Perfect, so what do we have on the agenda for today? We’re gonna… well, Yannick is gonna demo most of our notable new features and improvements from this new version, and then we’ll talk a little bit about our product roadmap and what’s coming up in the next release.
Rosalie Chassat: And then, just to talk about, yeah, the release notes. Because the version we’re presenting today was actually released today, I don’t expect anyone to have already gone through those notes. If you already did, great job, I’d love the motivation, but otherwise, you can always check up our release notes from the community. Isabelle is gonna drop the link to our release notes in the chat.
Rosalie Chassat: And then also, just a reminder, always look for those, red light emoji, as you can see. For this release, there’s 6 upgrade considerations, so that’s quite a lot, don’t be scared. But, just make sure if you’re a system admins to really read through those upgrade considerations. It means you have to actually do something special, too.
Rosalie Chassat: … It’s true.
Yanick Abraham: It’s really just that if you want to benefit from the new functionality, which there’s a lot that we do recommend, so… but if you don’t do something here, it won’t break anything, so you should be good to go.
Rosalie Chassat: Nope.
Rosalie Chassat: Perfect. Okay, so let’s actually get started. So these are our new, notable new features and improvements.
Rosalie Chassat: Most of our new features, you can see, are in the timesheets and related to Resource Planner, and then we also have a small improvement in the workspace, as you can see, and then we have quite a big one, Project Status Report, which is now customizable. We’ll spend a little bit of time on that. And that’s kind of it, so very focused.
Yanick Abraham: Super focused, still a lot to show, and.
Rosalie Chassat: Yeah, yeah, it’s a lot, but it’s both if you don’t have it.
Yanick Abraham: Yeah, yeah, a lot of ideas delivered for the customer, so that project status report, it’s one of the first ideas we picked up from the idea exchange, so exciting about this.
Rosalie Chassat: Perfect. And as we’re gonna start talking about our very first, feature, which is the Salesforce Events Calendar Sync, we just wanted to start with a quick poll, just to know where our people are at. So, is your Google or Microsoft calendar already synced with Salesforce?
Rosalie Chassat: This is just gonna help us, …
Rosalie Chassat: you know, know where you’re at right now. I’ll just leave you a couple more minutes, and I’ll actually share the results for that one. So it looks like, no, most people, the majority of people said, no, it’s not synced, but we do have a couple of customers that have it synced.
Rosalie Chassat: With me.
Yanick Abraham: Yeah, and they changed a little bit the model on the Salesforce side about that sync, so it’s getting more powerful with AI on top, but some of the previous interface we had, some don’t exist anymore.
Yanick Abraham: This being said, it doesn’t matter for this release, it does matter, but for the future I’m gonna demo, it’s gonna be pretty much calendar agnostic, whatever you are syncing to Salesforce or not.
Yanick Abraham: Okay, so, time to go, Rosalie, on the… to demo that first functionality. So, you are… this is our My Timesheet. What we’re going to be looking at, it’s really the calendar integration, so it’s a new component that we’ve dropped.
Yanick Abraham: So far, the best way that we surface information for you to know what you should be logging time on, and you must be familiar with this button, is the copy from schedule, which is looking at your assignment schedule, and it’s bringing you up all the projects or tasks that you’re assigned on, and with our different columns here, you can see, for example, that I’m scheduled 6.6 hours on this specific reporting and scheduling task.
Yanick Abraham: So far, how much hours have been logged, etc. And also, if you want to see the breakdown of those hours across, so that security risk assessment should be on Monday, Tuesday, Wednesday, we have that task component that we trigger. But we know that schedule doesn’t always represent reality, right? So, quite often, you’re gonna be, your calendar is gonna be driving some of your
Yanick Abraham: to-do list, and as your calendar is going to be also driving what you should be logging in your timesheet. So, we’re bringing up this new functionality, that, calendar sync on the My Timesheet UI. Let me just refresh my page.
Yanick Abraham: Real quick, and go back one week.
Yanick Abraham: And we can look, and what we can see in here is that we can see all our different calendar events that we have. Now it’s syncing with the Salesforce calendar, so for the people that have that sync with their Google or Microsoft calendar, you’re going to be able to benefit from it.
Yanick Abraham: In our next release, we’re going to be able to connect to Google Calendar, and the release after is going to be Microsoft Calendar. This being said, this is a representation of your calendar. You can see those meetings in blue that you add, or that you have, and the one in green, it means that it’s been added to your timesheet. So what’s cool with this is, let’s say I had that pre-sales meeting, just to help one of my colleagues, but I need my company, the
Yanick Abraham: me to log even my pre-sales call, so I’m gonna pick up my Acme pre-sales project. As an architect, it’s a non-billable hours, and you can see from the bottom as well that the note has been pre-populated with the name of the event, plus the duration as well has been pre-populated with the length of the event. And just like this, I can easily add this line to my timesheet here on top, and you can see in yellow, because I haven’t saved yet.
Yanick Abraham: But let’s go ahead and just save it, and as soon as I save it, it reverts to green, meaning that now I have my new line of work being tracked and recurred, meaning it’s going to be a lot easier for you to do that conversion. I know a lot of people are tracking with Calendar what they’re doing, they’re looking at their meeting, but now it’s going to be in one simple screen.
Yanick Abraham: Pretty cool, huh?
Rosalie Chassat: Yep, I think during our internal webinar, Yannick, you were really excited about that one and called it a beautiful piece of art!
Yanick Abraham: Yeah, it does look pretty. And if you add to delete, for example, this specific line, and everything follows, right, so the line is going to be delete, reverted to blue.
Yanick Abraham: And we’re gonna bring… this is our first release, we’re gonna add those two connectors I’ve mentioned, so Google and Microsoft, so we’re gonna talk about it again. But also, we’re gonna add functionality, on top, so, first exciting release.
Rosalie Chassat: Yeah, and for those few people that said their calendar is synced, you’ll have a chance to test it out. Let us know, like, if you have any feedback, we’re really geared to, hear from you. So, yeah.
Yanick Abraham: Okay, next one, you might have, seen here, there’s a new button, View Rejected Times, that’s showing with, number 3, so let me go back one week.
Yanick Abraham: And you can see here in my timesheet, I’m just gonna remove some of my components.
Yanick Abraham: You can see here from my timesheet that I have two red cells. And if I over on top of it, there’s a note, meaning put a meaningful note on it, meaning those timesheets have been rejected. You can see from the icon here on the left, too. So they’ve been rejected. I have two of those in this specific timesheet.
Yanick Abraham: But you can also… oops, I have an error, it seems.
Yanick Abraham: So, let me go back now again, very sorry about that.
Yanick Abraham: Okay, so you can see here that I have my, my red lines here, and I have review rejected time, which is number 3. So for those two, I can just go ahead, and instead of having the test, change it to something else.
Yanick Abraham: But I have that button now that I can click. That’s gonna bring you all those three, lines, the 2-1 with test here, with the put a mini phone load.
Yanick Abraham: But also, anyone
Yanick Abraham: other lines that you might have in the past, that’s been rejected. So, for example, in this one, the notice, the customer said, we can’t work on this anymore, I’ve logged 8 hours, so let me switch it to maybe my, my internal project for, …
Yanick Abraham: That’s not here. Let me do a… put it again on my Acme pre-sales, let’s say, and as a non-billable, and then I can just go ahead and resubmit it, resubmit that specific line, to be able to, to track that, that, that new information and that new line, via that rejected button. So, now we’re back to two, those two lines that I need to, resubmit.
Yanick Abraham: This work with our approval process on top, and it does help you really try to figure out if you do have some splits that’s been rejected. So, maybe a quick comment for customers. This works with the split mode of approvals.
Yanick Abraham: Which is enabled by custom settings.
Rosalie Chassat: This is also a good reminder that you should definitely have approval processes set up in client. If you don’t have those yet, please go set it up. It is a best practice. We even have a course, e-learning course, on approval processes. So this, of course, only works if you have that in place.
Yanick Abraham: Perfect. So, this is the approval side of things, and you saw me play with some of the toggles. Now we’ve introduced this toggle as well that’s gonna allow you to remove or show that schedule versus bill information in your timesheet. Before, it was only controlled by a custom settings. Now we are giving you the ability to just toggle it, so
Yanick Abraham: If the custom setting is on, you’re gonna be able to have that button on your page.
Yanick Abraham: And again, those are kind of matrix and columns that we’re bonifying, so…
Yanick Abraham: The timesheet is going to be receiving a lot of love in the next few releases, a little bit on every release, but those control fields are going to be very useful also.
Rosalie Chassat: Yannick, just to mention, to go back to the approval, the splits, we have a question, which, someone is asking, like, will it eventually be possible to review rejected times if we don’t have approvals by split?
Yanick Abraham: This could be a possibility. It’s not on the roadmap yet. For now, it’s enabled by split. Maybe, yeah, we can double-check if there is something already available, otherwise it could be one of the ideas to vote on.
Yanick Abraham: We’re not too far away. We can also just evaluate the effort and see if we can make it easily. But yeah, good point, good question.
Rosalie Chassat: Alright.
Yanick Abraham: Okay, … On the My Timesheet side, if I’m going back to the deck.
Yanick Abraham: It’s a bit, full slide, but if we’re… there’s a few, things that have been delivered, so…
Yanick Abraham: In the last release, when you, if you recall, if you have a full week of vacation of PTO submitted, it was auto-submitting it.
Yanick Abraham: So, this way, there was nothing falling into the cracks, so if you were not there during that week, during your holiday, you didn’t have to come and submit it. So, some customers said that they didn’t want it to be this way by default, so we just added the custom settings to have it on or off.
Yanick Abraham: So, by default, it’s going to be off. If you want to put it on, you can go to auto-submit Timesheet on TO approval, and we’ve introduced that custom settings.
Yanick Abraham: And the other one that we’ve just introduced is that, and I’m not sure if we have some APR folks on the call today, but this is for them, it’s one of their ideas. So the missing timesheet notification, now you can use custom emails template.
Yanick Abraham: You can see here on the left side, there’s another configuration, custom setting that you can change the ID of your email template.
Yanick Abraham: So, if you look on the right side, this is our standard email template. You can clone it, make some change to it, change the image, change the text, and then just take the ID here, and put it in the custom settings, and the missing timesheet notification, the send-to-sender, and the incomplete timesheet notification.
Yanick Abraham: Can be controlled by those email templates.
Yanick Abraham: Cool.
Yanick Abraham: It’s finally deliverable.
Yanick Abraham: Okay, next.
Rosalie Chassat: Nope.
Yanick Abraham: Resource Planning.
Yanick Abraham: So, we, we did add a few, functionality on the resource planner, on the Global Resource Planner, but also on some of the project resource planners. If we were going to our global one.
Yanick Abraham: And let me just go back one month…
Yanick Abraham: We’ve added a few toggles, so… toggles… the intent of this scheduled mode of Resource Planner, it’s really to see what’s been scheduled, mainly in the future, but we’ve added functionality to also see the past very well, so past scheduled utilization, but also actual hours, so we have those toggles.
Yanick Abraham: And now we’re adding more, because, just to control a bit more, the visibility. So, for example, if you focus on those cells here on the left side, July, the bottom part, so if you’re looking, and I’m toggling the IC completed task.
Yanick Abraham: You can see that the total of hours is changing, because in the past, you would only see the open task, because it was for mainly future scheduling. But now, because we want you to see the past, we have those toggles, so you can hide completed project, but you can hide completed tasks now, so this is new in this release.
Yanick Abraham: The other toggle we’ve introduced, and this one, I’m guessing it might be a temporary toggle, but because now you can realign the schedule with what has been work, and also because we’re tracking timesheets split now with the schedule, sometimes it happens that you have some zero-hours schedules in your view.
Yanick Abraham: And by default now, this hide zero hours will be on.
Yanick Abraham: This being said, we have a few customers that take notes on the schedules, so we cannot just hide them forever. We need a way for those customers to be able to see it, so that’s why we introduced that ID 0 hour toggle, but usually, in main scenarios, it should be left on by default.
Rosalie Chassat: And don’t forget, like, all these toggles can be saved as presets, so… As always. As always.
Yanick Abraham: So the next one, let me just use one of those toggles to display my actual hours. So you can see now that I have my hours showing next to my schedule hours, and if I’m opening up my resource, Roxanne Green, now I can see that I have the schedule hours, 16, but now I have my 38 hours.
Yanick Abraham: We can now configure the color of this logged hour. So this is now part of our color configuration, so you can now configure it the color you want, so it’s going to be better for you to just align everything in terms of your color coding for your business.
Rosalie Chassat: Yeah, and on the last release as well, a couple, a few releases ago, we talked about color mapping, and we’ve kept adding new things in there. We actually have an article that we created, and Isabella’s gonna share it in the chat, but it shows you the recommended default value for all the color mapping, that we’ve mentioned, so…
Rosalie Chassat: If it’s still all white for you, or if you’re just looking for…
Rosalie Chassat: Model, just have a look at that, article.
Yanick Abraham: So it’s not… the default was not white, it was aggressive red, aggressive orange.
Rosalie Chassat: Whatever it was.
Yanick Abraham: Okay, the next functionality in terms of the resource planning, is the distribute schedule event lead. So, when you’re planning on the Gantt and in other UI, you could do it, distribute event lead the number of hours, and we brought this functionality back on this specific interface of the planner. So, let’s say I have, my, …
Yanick Abraham: Managed services here, my project managed services. I know I need for the month of October and November, I’m going to need to work 100 hours on this project, so I can just easily create my range of dates.
Yanick Abraham: select that I wanna… I’m gonna work 100 hours, and now I’m not sure about the exact schedule, but I would just want a peanut butter spread that, those hours across those two months. So on an existing task, I can just go ahead and do it. In the past, you could do it when you initially created the task, but you cannot do it on the spot like this.
Yanick Abraham: It does show me 56 hours and 43, because actually what it’s scheduling on, it’s on a week.
Yanick Abraham: basis, so if I’m going back to those weeks in October, let’s say I’m starting October 1st, you’re gonna see that I have 12.20 every week up to the last day of November, with a few hours on Wednesday, Thursday, Friday of the week before, but everything has been split across daily, actually.
Yanick Abraham: So this is the new mode, align, distribute evenly, directly from the, the planner.
Yanick Abraham: Don’t forget as well that those are groups now, right? So you can move groups, you can delete groups, you can unbreak your groups, so don’t forget that the right click is very useful in a lot of places in the software.
Rosalie Chassat: Yeah, like, if your organization is using the resource planner a lot, and you haven’t upgraded since, like, a couple of months, like, go do that. It’s definitely worth it with all the stuff we, like, release every version. Yeah.
Yanick Abraham: Yeah, a lot of change, a lot, still coming, but, those are very, …
Yanick Abraham: Efficient and, tools that’s gonna…
Yanick Abraham: save you a ton of time, but also give you a clearer picture of the reality, future reality.
Rosalie Chassat: Nope.
Yanick Abraham: Okay, …
Yanick Abraham: The next one is the compare. We do add a compare schedule and a compare skills interface, but it was kind of hidden in the…
Yanick Abraham: project resource planner. So now you can see, for example, that in my schedule, I can see that I have this pink project in pipeline that’s been assigned to me for the month of December and January, but actually, I’m planning to be off the entire month of December. I didn’t tell my boss yet, so they scheduled me, so before going to see my bus, probably it’s better to see if somebody is available
Yanick Abraham: available to cover me instead. So now we brought that new icon that you’re gonna find here in the Global Resource Planner, but also in the Project Resource Planner.
Yanick Abraham: So this is gonna be the new way to access to this interface, which brings you all your different project managers in your system that you can, if you recall, filter and add more resources to it.
Yanick Abraham: the effort that’s required for the project we just saw, and then the schedule of your colleagues to see who can do it or not. From the get-go, we see that Tracy can do it, and that’s a neat feature as well, that if you use the remaining availability.
Yanick Abraham: It’s gonna subtract what they had available minus what is required to tell you how much is gonna be left after you
Yanick Abraham: book that resource. So, as you can see, everybody’s tight. I should go see my boss right now to ask for my month vacation, otherwise the team might not be able to tackle this project at all. So, this is what the compare resource does. You were not able to do it from the Global Resource Planner in the past, and now we brought it on the project level of the different assignment
Yanick Abraham: Of your resources.
Yanick Abraham: This is also a pretty cool interface. I didn’t show you skills, I think we showed skills enough in the past webinar, but …
Yanick Abraham: Okay, while we’re still on this…
Yanick Abraham: interface, let’s just go through looking at the filters. So, if you have that filters list, if you recall, there’s different things that you can filter around, so, but there is some value that are lookups, but some are based on pick lists.
Yanick Abraham: And you need to… needed to remember what was those values. Now, when you’re gonna click on some picklist value, you can just select which project you want to see, or if there is, the project status is going to be the same thing. You don’t need to recall what were your projects, but you can just select it from a picklist instead of a, …
Yanick Abraham: trying to search for it. It’s still the case for a lookup value, so accounts, you still need to start and search, but for at least the picklist, it’s simpler than ever to use our filters.
Rosalie Chassat: And we’ve added so many filters in the last releases, so that’s actually good timing.
Yanick Abraham: Yeah, exactly.
Yanick Abraham: I’m always zooming in and out, so that’s why I’m sorry I’m refreshing my interface often. The next one would be to be looking at something outside of the planner, but still that relates to scheduling. So it’s our functionality about
Yanick Abraham: aligning the schedule with logged hours. That’s available from here in one of the buttons. So now we’ve… this UI existed, but now we’ve added the availability to select your date range.
Yanick Abraham: So, if you recall, what this does, it looks at what you’ve logged in terms of hours, and it’s gonna align the schedule hours, and if you were scheduled and you didn’t log any time, it’s gonna wipe it to zero, like we were discussing before.
Yanick Abraham: So… but now you can say that I’m gonna do it, but from the beginning of the project, which is the start date, and I can do it up to today, if I just want to keep my future intact, but I could also wipe it for the future as well, so now you can select it.
Yanick Abraham: Plus, when you’re using the per task, because this was for the entire project, if you want to do it per task, we’re already… we’re going to show you in yellow which… which ones are not aligned in terms of what schedule and what’s got logged.
Yanick Abraham: So, we have that layout that’s gonna help you as well to align schedule versus log.
Yanick Abraham: With the visual representation of those ones.
Rosalie Chassat: Yeah, so what’s new is the color, yeah, the color bit.
Yanick Abraham: Okay, so I think we’ve done pretty much everything on this one, with the highlight mismatch and making gesture.
Rosalie Chassat: Yep.
Yanick Abraham: We’re well on time as well, so we have the workspace left, project status, and then I have an important… you have an important question that we don’t want to know about your social media consumption, so I’m going to make sure that we have some time left for this.
Yanick Abraham: This one is, pretty neat, but very simple. In our global workspace, so let me go back to our workspace.
Yanick Abraham: In the global workspace and every workspace, in the past, there was a few filters that you could right-click and do a few fields that you could right-click and do a filter, so let’s say I just want to see my in-progress or a few of my task type, I can just filter it this way. Now we added the support of checkbox as well, so if you want only to see the billable project.
Yanick Abraham: you’re gonna be able to see and use those filters. You can always clear your filter. There’s an icon here on the left side as well to clear all your filters. But, yeah, we added the support to… for any checkbox,
Yanick Abraham: or Boolean field that you add in the platform, to be able to easily filter through those.
Yanick Abraham: So we also, depending on what you want to do, it might be… give me only the over budget, only the one that have some hours logged, but not hours logged, but overdue. So, you can play around with that new filter.
Rosalie Chassat: Perfect. And I think we’re at our last, very last feature, and for that one, we actually want to do a quick poll that’s going to help us.
Rosalie Chassat: There, so the last feature is about the project status report, so we just want to know, if you’re using it.
Rosalie Chassat: So yes, you’re using it in client, or yes, you’re using it, but you’re doing it some other way outside of client. No, you’re not using it, but would like to. No, you don’t want to use it, or you don’t even know what project status reports are. I think you do, but hopefully everyone does, but… Alright, so that’s kind of the introduction. I’ll pass the baton to you, Yannick, but, it looks like most people said they’re not using it, but they would like to, so hopefully after
Rosalie Chassat: After today’s demo, everyone is gonna be convinced that they should set that up, in client.
Yanick Abraham: And that’s actually why we went ahead and developed this functionality, because people are not using it because there was lack of configuration possible, but now you’re gonna be able to pretty much do everything. And this release, it’s all about the configuration. Next release is gonna be about the look and feel of the PDF, so we’re gonna even increase or beautify
Yanick Abraham: our PDF, … of project status in the next release. So, for this one.
Yanick Abraham: You have a new object now, that’s gonna be called status… Project Status Configuration, so if you open up this new object, it’s gonna be empty when you start, so by… if you don’t have anything, we’re going to use the default value that we were using, in the past, so you don’t have to do anything with that upgrade consideration.
Yanick Abraham: If you were not… if you want to start using it, you need to create new records for this, okay? You can see here that I have a few that I’ve created in this example. So, for example, the different project types are, for example, internals, or customer full transparency, and customer limited visibility. So, depending on if it’s an internal project, I have two project statuses.
Yanick Abraham: But for a project type of customer, full transparency, and the limited visibility, you’re gonna be able to pick those, and you decide what you want to show.
Yanick Abraham: Let me zoom out for this one.
Yanick Abraham: So, all those checkboxes, for example, display last week task, so those are all the different components that we already had in the system, so display current week task, but also there is the issue, the milestone, so you can say if you want to see it or not.
Yanick Abraham: But also, you’re gonna be able to define which field set per project type you want to use for your project.
Yanick Abraham: But not only for your project, you’re going to be able to define the field set, so which column you want to see for the project, which column you want to see for the current week task, last week task, the issue, the milestone, and the rest, so you have full control of what you’re showing, in terms of your project statuses.
Yanick Abraham: And the way it works, if we open up one of our projects, that ACME SaaS implementation project, which is defined as a time and expense project, but with customer full transparency.
Yanick Abraham: It’s a billable project. When I’m gonna generate the project status report, based on my configuration, it’s gonna show me a subset of fields, and here at the bottom, it’s gonna show me a subset of groupings or related information, including the milestone, the issue, and the rest.
Yanick Abraham: Yeah, so let’s say, this is… this project is, … actually, we don’t want to do the full transparency with this one, we want to provide only limited visibility, so I can change the project type, and if I’m going back and regenerate that project status report, you’re gonna see now that it’s not
Yanick Abraham: at all the same project status report. There’s a lot less fields that we’re seeing here. We’re only seeing milestone, issue, and risk. We don’t see the current task, so this might be more relevant for a fixed fee project, for example, because you don’t want to show hours, you don’t want to show budget, you don’t necessarily want to show which task you’ve worked on.
Yanick Abraham: But you just want to show overall the different dates, if there is any blocker. So, this is a good example for a fixed fee project.
Yanick Abraham: Okay, all this is going to be also reflected in the PDF. We’ll talk about the PDF in the next release.
Yanick Abraham: So far, so good. I didn’t see any thumbs up. I’m hoping that you guys like the flexibility on this interface. Now, let me show it on a…
Yanick Abraham: an internal project, a non-billable project, because if you recall, I had two project statuses related to internal type projects, so if we’re looking at a project type, it’s internal. So for those two, when you have more than one project status report.
Yanick Abraham: it’s gonna tell you to the one that you have, so we had two, and I can select which one I want to show. So for internal, we’re giving the availability to have a few options, for example. So if I want to show what is a non-billable customer work internal project, I’m going to show the project summary, current week task, and last week task, but not the rest.
Yanick Abraham: Well, if it was a training, or I want to see the training view for the project, I could do it. So this means as well that you can use the status report for internal projects as well. So you can see there’s 3 hours that’s been logged on non-billable customer work, so you can play around with those, those values as well as even for internal projects, but I wanted to show you that interface that allows you to… asking you to pick up
Yanick Abraham: which…
Yanick Abraham: Project status you want to… if you have more than one for a time and expense project, you might have a different version, so your project manager can decide which one to send.
Yanick Abraham: So you’re not limited to only one per project type.
Rosalie Chassat: Which is one of the complaints we had gotten from customers. So now there’s no excuse anymore not to use their project status report.
Yanick Abraham: Is that okay?
Rosalie Chassat: And…
Rosalie Chassat: I can add as well, for those that says they want to set up Project Status Report, in the release note from this version, like, there’s really good release, detailed release notes for the customizable project status report with screenshots and arrows and everything, so it’s really well done. Our product team always does a good job with the release notes, but these ones are particularly very good, so have a… have a look at it.
Rosalie Chassat: Definitely.
Yanick Abraham: Excellent.
Yanick Abraham: So, this is in terms of bigger functionality. This is what we had for this week, this month. Still a lot for only a month, but we also have a lot of other improvements, Ali?
Rosalie Chassat: Yep, so yeah, we have a couple of those that we’ve added in the line. These are all the ones that are also available in the release notes, and you have direct links to all of them as well, and I think the next slide is for the fixes, I’m pretty sure. Yep, there you go. So you have the full list. As always, we won’t go into details, with those.
Rosalie Chassat: And then just a quick poll, just because we want to know which ones were, everyone is most excited about, which feature we presented. So you can just go and quickly, like, select the ones that you’re excited to check out, so coupled with timesheet, coupled with resource planning, we have a little bit…
Rosalie Chassat: have a less complicated poll than usually. And we also want to know if you already upgraded to our latest version, which I’m assuming nobody did yet, because it was released this morning, but you never know.
Yanick Abraham: Very awful.
Rosalie Chassat: really eager people in the webinar. So, I’ll just leave the poll, a little bit there.
Rosalie Chassat: And then we can start talking about the ideas, but I’ll just leave that one on the side.
Rosalie Chassat: All right, so ideas voting and product roadmap. So, as a reminder, as always, we invite you to vote for your favorite ideas. Right now, we have 25 ideas that are up for voting in our community, so it’s, again, very well indicated, but you just need to go in the ideas tab, and you can sort it by the most recent, if you want to see the most recent ones.
Rosalie Chassat: This month, our team actually retained two ideas,
Rosalie Chassat: So, the project import wizard, create project and test template without assignment, and, shocker, another feature, another idea related to project status report.
Rosalie Chassat: So issue list improvements. So, yeah, you may get the hint that we’re trying to improve our project status report from this. So this is what our team has selected from the ideas and will be developing in the coming, weeks or months.
Rosalie Chassat: Alright, and then if we move on to our roadmap, yep.
Rosalie Chassat: So, again, you can access our product roadmap anytime from the community from the roadmap tab. It’s always updated just before the webinar, every month. And there you can see what’s coming up. So, in the little blue rectangle is what’s coming for the next release, which will be around September 19th.
Rosalie Chassat: So these we already talked about in other webinars, the one coming on the next release. They’re all from ideas that were, quite popular. A couple of other things that are coming up, in following release, just in a nutshell, we have optimization with,
Rosalie Chassat: QuickBook purchasing, so we did a little bit in the past release, we just continued our work. Our team is also working on a client Jira app to log time. I don’t know if any of the Jira people are on the webinar. If so, I would expect some, like, thumbs up and hearts, but this is something that comes up from customers.
Rosalie Chassat: The project status report, general look improvements, so Yannick mentioned it earlier, we’re working on that. Last time we talked about, mass update fields in the workspace, which this one I’m really excited about, that’s coming up. And then, of course, the timesheet calendar, Google Outlook, sync, and then more Resource Planner color, improvements,
Rosalie Chassat: Yeah, so we have a little bit from every interface, I think, from there. I don’t know if there’s anything.
Yanick Abraham: We had a question about how many votes does an idea need in order to be implemented. We know, and I’m wondering which one it is, but we know that we have a few ideas on top that have a lot of votes. They will be implemented, but those are more, …
Yanick Abraham: effort-driven in terms of what it requires, so it needs to have a proper timing, to be able to develop those efficiently. So, they are on our mind. We know customer and our CS team are pushing for those top ideas to be developed right away. It’s just we need to find a proper timing, they will be. But, yeah.
Rosalie Chassat: Yeah, but to be clear, like, if one of the top ideas was, like, not that much work for the dev team, for sure it would be implemented, right?
Rosalie Chassat: It just happens to be the ones that are on top. It takes a little bit more time, so…
Rosalie Chassat: Perfect.
Yanick Abraham: There’s another question about prompt-based scheduling. It’s a new, kind of a schedule… it’s not a new scheduling mode, but it’s to remove some conflicts or friction between the planner and the Gantt, or the workspace.
Yanick Abraham: So, meaning that if you move something, we’re gonna prompt you and say, watch out, you’re gonna also… you wanna reschedule, you only wanna reschedule this, so this is a bigger, a bigger one.
Yanick Abraham: So, yeah, there’s a few good ideas as well in this. Plus, I’m not sure if you have another slide about AI, Ozeali, but in the next webinar.
Yanick Abraham: We’re gonna be able to talk a bit more about where we’re going with AI. It’s been on our mind, we haven’t released anything yet, but it’s coming. So we, most likely, next webinar, we’re gonna be about, able to talk about our AI roadmap also.
Rosalie Chassat: Perfect. That’s the… now we’re… yeah, moving on. Yeah, just a little reminder, the next webinar is on September 25th, but now is the time that is very… that’s the moment you were waiting for, Yannick. You want to know about the content from customers? So, if you can just take a couple of seconds, we have a lot of content, we develop a lot of content, this webinar is, like, one thing we do every month, but other than that, we’ve been trying a couple of different things, and we just want to make
Rosalie Chassat: sure, as a team, we put our energy to the right place when it comes to, like, client content. So we want to know three things from you. Where do you want to follow us on social media? So we have, like, a full list, but if you’re eager to follow us somewhere else, just let us know in the chat. So just select what applies to you. We also want to know what would be your preferred format, so do you prefer video, webinar, podcast, blogs, etc.
Rosalie Chassat: Whatever you prefer. And then the last thing we want to know is the content type.
Rosalie Chassat: So, are you looking for customer success stories, how-to, release notes, etc. We’re open to doing all of these, if there are the choices.
Yanick Abraham: Yeah, we’re trying to do all of these, it’s a lot of effort, but I was thinking that before trying to go crazy and build our Reddit page, if there’s no one of our customers on Reddit, maybe, …
Yanick Abraham: or Discord, then maybe we should not be there. But, yeah, looking forward to seeing your results. This is going to help us decide what we want to do content-wise.
Rosalie Chassat: Yeah, and some of these things we’re already doing, and we already have a presence, but some of them is just, like….
Yanick Abraham: We have nothing, so….
Rosalie Chassat: Yeah, would be good to know. So I’ll leave that one on.
Yanick Abraham: Spring.
Rosalie Chassat: And then, otherwise, like, for the webinar, that’s… that’s pretty much it. The next thing will be, like, when you close the webinar window, you’ll have, like, a prompt to fill in, webinar feedback, so we just want to know, like, how we did today, anything we can improve.
Rosalie Chassat: And yeah, we’ll hopefully see you in September. Now, there’s no excuse, summer’s over, so maybe there was a little bit less people in the summer, but we hope to see, like, a lot of you in September.
Rosalie Chassat: And that’s kind of it. Anything else there, Yannick, you want to add?
Yanick Abraham: No, it’s been great, thanks to the team, thank you, Roselli, and thank you for our customer to be here and listening to our new functionality.
Yanick Abraham: Philippe is gonna help you streamline your business.
Rosalie Chassat: Perfect. So I’ll end the recording, but I’ll leave the webinar open if you want to, finish answering that poll that’s very crucial to us.
Yanick Abraham: And Google.