Rosalie Chassat: Good morning, or afternoon, everyone, and welcome to our December product update, webinar. I’m Rosalie, your host for today, and joining me as well is our CEO, Yannick. Hi, everybody!
Yanick Abraham:  Hi, everyone!
Rosalie Chassat: Good evening.
Yanick Abraham: Last one of the year.
Rosalie Chassat: Alright, I see some people are still coming in. Let’s get to our first slide.
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Rosalie Chassat: Perfect, so I will be hosting the webinar today, we have Yannick, our CEO, and we also have Natalie that is in the chat today. Today is gonna have a… we’re gonna have a lot of things that we want to cover, so please participate as much as you can. Participate in our polls, it helps us know what you’re thinking. You can use the React button at the very bottom as well, and you can ask questions in the Q&A or in the chat.
Rosalie Chassat: And let’s get started with our very first,
Rosalie Chassat: Our very first poll. Let’s… Alright, let’s…
Rosalie Chassat: All right, sorry. Is this your first client webinar? Yes, no, I’m a regular. No, I’ve been to a couple, so just take a few seconds to answer that. And in terms of what’s on our agenda, while I let people answer, let’s… yeah, perfect. So we’re gonna cover major features and improvement, we’re gonna do a little demo for all of them.
Rosalie Chassat: We’re gonna show you our product roadmap, talk about your ideas that were voted, and then we’re gonna dedicate a portion of the webinar to a 2026 sneak peek. So we’re gonna show you the project agent, the Snap workspace, and the Jira integration, all on today’s webinar, so make sure you stay all the way to the very end.
Rosalie Chassat: Perfect, and thank you for answering. It looks like half the people that are joining today are, first-time webinar attendants, so welcome, everybody!
Yanick Abraham: Hi, everyone.
Rosalie Chassat: Alright, perfect. All right, so…
Rosalie Chassat: Today, please pay special attention. You will hear us mention upgrade considerations, which means when you see a new feature that has an upgrade consideration, you have to turn on something, add a button, change a setting for the admin to do that. On this release, so 50.9, we have four upgrade considerations. We will talk about them afterwards, but we share the presentation after, so you can always go back.
Rosalie Chassat: Today we will be covering a lot of different functionalities. We have the full list here, so we’ll talk a little bit, project workspace Task Panel, my timesheet, resource planning, my deadline, and we’ll end with the QuickBook, functionality. So, Yannick, shall we jump into it?
Yanick Abraham: Yes, we have a ton to show, so let me jump in the first trip. So we’re going to be looking at the mass update fields in the workspace.
Yanick Abraham: Plus the task side panel, and after that, the read-only access to, the project workspace.
Yanick Abraham: And we’re gonna jump right in in the project.
Yanick Abraham: And now, in the workspace, you are able to select multiple lines and change the value of the fields with a single click.
Yanick Abraham: So, for the ease of use, you can just right-click in a column when you multi-select with the control button of your keyboard, and you can see here we have a mass update, milestone payment value, so I can update to
Yanick Abraham: For asking for $10,000 for each one of those milestones.
Yanick Abraham: And you can see that they’ve all been updated. I can go ahead, I can, for example, select those three tasks here. You can do Shift, or you can do CTRL, right-click again, and update the percentage complete, so I’m 80% complete on those tasks.
Yanick Abraham: And I can even update dates, so my due date, let’s go ahead and update my due dates. I’m gonna be done a bit earlier, so let me just go ahead and change dates, and depending on dependency, they’re gonna readjust, and I might have an error.
Yanick Abraham: I might be going too fast. And you can also do the things, I’ve shown it on the currency fields, on percentage complete field. You can also do it on the next step, which is a text field.
Yanick Abraham: So you can update text field as well, so waiting for customer, or maybe validation, so let me just save that.
Yanick Abraham: And you can even update, also, checkboxes, so, for example, billable and non-billable.
Yanick Abraham: The only two kind of fields that you cannot update for now are the rich text area, so the description field, for example, the one that have HTML and a rich text concept of bold and those things, and the lookup fields. Those are the two that you’re not able to update at this one.
Yanick Abraham: It’s a gain of efficiency over the year, right?
Rosalie Chassat: I think since I started at Client, I’ve been asking for the bulk update, so I’m so happy it finally got delivered, especially the time one. Historically, you can drag the timeline on the right, but being able to bulk update the dates is incredible.
Yanick Abraham: Perfect. So, this is the first of the three topics. The next one is the test side panel.
Yanick Abraham: Task site panel, from the, and this is a new feature we’ve introduced in 2025, that task indicator that’s telling you which ones are overdue with that red circle, but also which tasks do have times logged on it, or checklist item that needs to be completed.
Yanick Abraham: And as you can see, I’m just gonna jump in into that task and look at my checklist, and you can see that we’ve updated here with some cool indicator that’s telling you how many open checklists there is for that specific task. But also, on the time side of things, you can see that there’s 3.5 hours that’s been logged.
Yanick Abraham: We’ve also updated and created that modern look that we are doing pretty much across the platform, so updated a little bit the look and feels of some of those tabs, including the schedule tab with some editors, but also you can now sort, so you can sort by the different columns, and you can sort pretty much all the table the same way if they have some value.
Yanick Abraham: Including… including those, search here that you have for the, display resources with, let’s say you want to search by the available hours.
Yanick Abraham: you are able to do all of this, so we’ve improved those tabs in the task panel, and we’re going to continue with some of the other ones. This one has been beautified as well.
Rosalie Chassat: And just out of curiosity, because I know not all the customers are using the task site panel, so we’re just curious to see if you’re using the task site panel all the time, sometimes never have no idea what we’re talking about. There are other ways to get to that information, but we were just curious. And I think, yeah, the task indicators, if you’ve never heard or seen those, by the way, just make sure you probably don’t have that column, so just add it to your workspace view and make sure you save
Rosalie Chassat: As a preset.
Rosalie Chassat: Perfect. Okay, it looks like most people I’ve heard are using the task icon.
Yanick Abraham: If you are using the workspace, usually you are aware of that task panel. The options may vary depending on how you set up, but it’s all it is.
Yanick Abraham: Next one, was that it?
Rosalie Chassat: Yeah, so the next one, yeah, really nice. So public project workspace, read-only external access. That one is, like, snuck in to that release, but a very exciting one. So, anyone that want to share their project timeline.
Rosalie Chassat: with their customers, you can now share a read-only project workspace externally, and Yannick is going to show you how to do that, and what it looks like, so…
Yanick Abraham: Exactly, so there is a couple of steps that you need to follow in our release notes. They’re well-defined, I’ve read them this morning, and you need to create a site, and if you don’t already have one, and then link it. And then, on the page layout, you’re gonna have two new fields, so public, project, workspace.
Yanick Abraham: where we’re gonna have a URL, and then you have a public project preset that’s gonna define which preset it’s gonna be… who’s gonna be used.
Yanick Abraham: The concept here is, let me open it up so you understand what we’re showing. So it’s exposing our workspace with the presets you want in a read-only way, and this is a unique URL, and actually, I should have done the demo by
Yanick Abraham: right-clicking and doing open in incognito mode, so you don’t need to be logged in to see that workspace, and you cannot do anything with it. You can change maybe the months and the way you’re looking at things, and zoom in, zoom out, but you cannot change any of the data.
Yanick Abraham: within. So this is the public project workspace, so for people that don’t have a customer community, or if you want to share
Yanick Abraham: just a project to someone external, you can just go ahead and share it, and you’ll see that just by changing the, the preset, so any preset that you have access in the system, if you just change it to, let’s say, I’m gonna take this one, the timeline customer, let’s say I just want to show, solely the
Yanick Abraham: the timeline and no grid. I can just, by updating it, now you can see that I don’t have my grid on the left side anymore. I only have that timeline showing. So, the concept is that you can use those as a URL and send it via email, so if you’re using Activity in Salesforce.
Yanick Abraham: This is a merge field you can take and easily send it. You can send it once, the URL won’t change, so you can send it once at the beginning of a project.
Yanick Abraham: And, you can, as well, depending on the project type, you can define which preset you want to share, or after that, the project manager might want to even change the preset himself, so he can do it… you can do that as well.
Rosalie Chassat: And especially relevant if you’re already using the export function on the workspace, and you’re already familiar with, like, export… you’re already exporting the screenshot and then sending it via email, this is just, like, one probably better way, because that, sharing is live, so any update, you don’t have to reshare that project, like, you don’t have to export it every time.
Yanick Abraham: Or it’s like, can be also a bit dangerous, as you said it? So, yeah. This being said, it’s very useful. A lot of customers were asking for that, so this has been…
Yanick Abraham: There’s gonna be some upgrade to it in the next release, so I would recommend maybe waiting for the next release. There’s gonna be fine-tuning for that one, but we said we decided still to demo it today, but there’s a small tweaks happening in the next demo.
Yanick Abraham: In the next round.
Rosalie Chassat: Just another neat one we sneaked in while we’re talking about workspace. We just added a project owner. You can now display the project owner column in the global workspace. So, historically, the assignee column, the person that was in orange was the owner, but it’s not always 100% obvious who that person is, so you can now add that column in your global workspace.
Yanick Abraham: Oh, and in this example, it’s worse than anything.
Rosalie Chassat: Especially there’s no image.
Yanick Abraham: But, the idea is that it’s, you can see it’s a mix of project and task, so there’s a new merge column called owner, so it’s showing whatever it’s… you’re looking at a project, showing the project owner, and if it’s a task, it’s showing the task owner.
Rosalie Chassat: Nope.
Yanick Abraham: Good. Another one that was top of the list, right?
Rosalie Chassat: Yeah, that was, like, one of the most voted ideas. We finally delivered it, hopefully. I already know some customers that tested it and are using it, so…
Yanick Abraham: Perfect. Yeah. So the concept is that, a month can spread across several,
Yanick Abraham: several… across two weeks, so across a single week. So, for example, if we look at our timesheet, and if we go back in September, I have to go back in September to find this, but you can see that the month of September, Monday, Tuesday, is on September, and then, October for Wednesday, Thursday.
Yanick Abraham: The problem we had in the past is that
Yanick Abraham: sometimes you want to approve just a full timesheet, and you cannot approve it because there’s a mix between those two months. So the team at Develop needs functionality that’s gonna simplify the work, so if I just put some hours here across my different days.
Yanick Abraham: And I just save up… oops.
Yanick Abraham: And then just save…
Yanick Abraham: It’s gonna… what it’s gonna do is it’s gonna take, and when the setting is enabled, so this is important, you need to have a setting enabled, so don’t worry if you don’t want that behavior to happen, it won’t happen by default, you need to have the setting, and you can see it’s splitted my lines in two, so one for the month of September and the other one for October. Those ones, it says as well, it’s small, but it says that it’s different.
Yanick Abraham: to another month, so you can add hours in here. You can always come in here and change the number of hours until you submit it, if you needed to. So this is a really simple…
Yanick Abraham: fix for a problem or some, some issue that people had for approving and, for, reporting on data, so…
Yanick Abraham: This was top of the list on the IDEO community, so we’re happy that we’ve delivered a pretty good
Yanick Abraham: You’re welcome. That’s what you say.
Yanick Abraham: Good. Going back to the deck.
Rosalie Chassat: Resource planning.
Yanick Abraham: Resource Plan. Okay, so, this is something we’re going to be introducing across the
Yanick Abraham: platform, so it’s for adoption, it’s for your new users, if when we’re introducing new functionality. It’s a coach mark, so we’re giving you some information, trying to coach you on best practices. The first one that’s going to be shown is that on the resource planner, so if you don’t have any preset, we’re going to tell you to create one, and we’re going to link to our articles and all that
Yanick Abraham: articles. Don’t show again if you don’t want to see it again. If you have a preset, you should not see it either. This being said, we’re going to be introducing those. We have some that will come on the timesheet. We have a new release of a timesheet, and most likely on the project snap, we’re going to see, those are going to be introduced as well.
Yanick Abraham: User adoption is the key.
Rosalie Chassat: Yeah, if you have new people on your team as well.
Yanick Abraham: growing, pretty quickly, but we have a lot to show at the end, so presets on my deadline.
Rosalie Chassat: This is one we got a lot of, the moment we released, my deadlines, my work, like, we had so many questions already about, like, can we have the preset? Can we have the preset?
Yanick Abraham: So, we have presets everywhere in the system, so it was just a question of time of when we’re going to be introducing that preset on the deadlines interface.
Yanick Abraham: So you can see now that we have that preset button, you can… same concept as everywhere else, you can save and create a new one, you can rename it, and you can see, for example, I’ve created one that’s showing just my key account, so that my deadline’s just for my key account, and you can see that the filter is now being applied, and my filter is for the account ACME and Play Around.
Yanick Abraham: So it’s just filtering for those two, so now I can see. So depending on what is open, it’s gonna remember some of those settings on top of that filter. We’re gonna be adding more stuff on top, such as the sorting of columns that’s not stored on the preset yet.
Yanick Abraham: But this is gonna come in the next few releases. For now, it’s mainly used for the filtering, so I’m really able to… next time I’m gonna come back, it’s gonna remember, so it’s gonna load back my key account, so I don’t need to…
Yanick Abraham: Removing some clicks for new users.
Rosalie Chassat: Yep.
Yanick Abraham: Bolden enough.
Rosalie Chassat: Nope.
Rosalie Chassat: Okay.
Yanick Abraham: And the other one, we’ve been regular on our upgrades on the accounting connectors. This one is to sync, now the bill object from QuickBook.
Yanick Abraham: So, in QuickBook, there’s part purchase object, which is quite often some credit card transaction, and you have some bill, which sometimes are made, for example, external consultant that will invoice you, so that might be more on the account payable side of things. So now we’re syncing those and creating expenses linked to it, and there’s the procedure to follow if you want this to be enabled.
Yanick Abraham: It’s in the integration details, and you can decide from when you want to sync, and after that, it’s going to be syncing automatically.
Rosalie Chassat: Perfect. Well, that’s it for our new functionalities. What I’m gonna do is I’m just gonna launch a quick poll, just curious to know, of all the functionalities we just demoed, which one you’re most excited about, and also we just want to know, did you already upgrade?
Rosalie Chassat: Are you planning to upgrade? And as always, we also have this page in our presentation that includes all the improvements and fixes. You can access our release notes directly, and you have a full breakdown with a description for each of each one of those. And yeah, so… just leaving a couple more.
Yanick Abraham: There’s cool things in there, like, it’s all small liners, but there’s, like, for example, now we support queues for projects, so, if you have that concept inside your environment, so there’s still some cool stuff in those one-liners.
Rosalie Chassat: Oh, well, I think everybody answered that the most exciting one is the mass update fields, which isn’t surprising. I think the workspace is used by most customers, so… Alright, thanks everybody for answering. Okay, so moving on to our next section.
Rosalie Chassat: As always, your feedback shapes where we’re going next. So let’s move to the next slide. Perfect. Okay, so right now, again, we’re talking about, the ideas on every webinar, but from our community, on the ideas tab, you can see a bunch of ideas that are open for voting for customers. Some of the ones we mentioned earlier of the features came from that list.
Rosalie Chassat: So this month, we retained two ideas that, were on that list and now have been added to our roadmap. So we have the Enhanced Project Visibility in Resource Planner, which is going to be released, in December, well, at the end of December, so in the next release. That has to do with displaying the project names directly in the Resource Planner.
Rosalie Chassat: And then the second one, the display, sometimes the names are not super clear, but display multi-select pick list as checkbox in New Project Page. This has to do when you’re creating your project at the very beginning, just making it easy to select different options, so having the, the checkbox, there.
Yanick Abraham: That mirror is just very long as a title.
Rosalie Chassat: It’s already super long. And that one will be on the next version. And if you have any ideas, feature requests, be sure to email our team. They may make the list here eventually, and then we pick those to add to our roadmap. And if we go to the next screen…
Yanick Abraham: And we’re looking closely at this one here, the flexible work schedule. Thank you, Jose, for not putting me on the spot, but we’re looking.
Rosalie Chassat: Is it?
Yanick Abraham: It’s the top-boarded one, but it’s, it involves a lot of change on the back end, so not necessarily a lot of change, but a lot of effort.
Rosalie Chassat: All right, and then at any time, you can look at our product roadmap, which is the other tab next to the ideas tab. You can see with the little arrows, those are the two ideas I just mentioned, and you can see they have been added to the roadmap, which means they are happening. And then in blue, it’s the things that are coming on the next release. So we have,
Rosalie Chassat: And then my timesheet, if you had a call with me recently, I talked about the Outlook sync to every customer, but we released the Google Calendar, and the Outlook is coming at the end of the month.
Rosalie Chassat: So, if you are a Outlook user, stay tuned for that. We have a couple more My Timesheet improvements that we made as well. Some workspace, Kanban, and then the last two we will talk about, next. But yeah, at any time you can consult our roadmap from our community. So, speaking of the bottom two ideas, we’re moving on to our next section, which is giving you a sneak peek of what’s coming up
Rosalie Chassat: in 2026. So there’s 3 major functionalities that are coming. We have the client project agent that is coming on our next release, which is December 29th-ish. The Jira time tracker, the time tracker on Jira, also on the same release, and we have the Snap workspace that will be coming, at the end of January.
Yanick Abraham: Just to be a… we’re targeting and December for this official release of the project agents, because we like transparency, but it’s gonna be a January.
Rosalie Chassat: It’s December 29th, so that means, like, when everybody is back from the holidays, let’s put it that way. And for the next portion, really important, these are, like, things that are not in the product yet, they are, like, finalized, or we’re finalizing the build, or there’s still things we can improve. So be sure to, like, use the reaction button, use the chats if you have, like, comments, questions, etc. And yeah.
Rosalie Chassat: So, let’s get started with the agent, Yannick.
Rosalie Chassat: Yep.
Yanick Abraham: Let’s start with our project agent. So, we’ve been talking about how we’re going with AI, so a platform where we’re gonna always be leading, but we’re gonna have agents helping us.
Yanick Abraham: So this is what we’ve discussed in the past. It’s where we stand. We are customer zero, so we’re trying everything on us first before releasing anything for you guys.
Yanick Abraham: We’ve been developing with AI for quite a time now. We’ve released Clara, our support agent, recently. And now, today, we’re announcing, and we’re going to be releasing in January, officially, our client agents. Our first one will be the project agent.
Yanick Abraham: I saw a demo last week of our hybrid delivery, so having agent assigned on our task, and agent delivering tasks by themselves, so we’re close to that, to eventually go to helping you deliver a project even more smoothly with autonomous project delivery. So this is our roadmap where we stand. I think we have a poll, and I’m very curious. I know several, because we have
Yanick Abraham: looking at the stats, several customers are using Clara, our support agent, we’ve talked about the other time.
Yanick Abraham: Do we have a poll, Rosalie, on that?
Rosalie Chassat: Not a poll, but we’re just curious if you have used her, like, let us know in the chat, or send us a message. We’re always keen for feedback, because we keep on improving, her. So, yeah.
Yanick Abraham: So, we’re improving on tree side, we’re improving the source documentation, and then the understanding of questions, so instructions, so yes, please provide feedback. I think it’s improving value, it’s not 100% perfect yet, but definitely proving value.
Yanick Abraham: And what we’re announcing today, and what we’re going to be showing today, it’s our first client agent. It’s based on the Agent Force platform, and you’re going to be able to purchase this from us, from client.
Yanick Abraham: And the goal is that, based on that secure and trust platform, Salesforce, we’re gonna be able to have agent doing project work for you.
Yanick Abraham: And let’s start with a demo and see how it goes. And we’ll see how the agent can help you out. So I’m sure in the,
Yanick Abraham: happened to everyone, like, the sales team comes with, to you on the delivery side and said, I sold that, and it’s coming from an Excel document, and it’s not yet a project template, and you told them to use the template, but they still did it in Excel.
Yanick Abraham: But now what you can do is that you can take that, you can talk to our project agent.
Yanick Abraham: And I’m just gonna paste that CSV file.
Yanick Abraham: And I’ve already pre-written in my questionnaire, so we’re gonna… my prompt here, so we’re gonna read it together. So, create a project name, GoProject GO, using the following grid for task.
Yanick Abraham: Add the column PC and Exec. If I’m just going back to the document, you can see that they had 3 columns for 3 roles with number of hours.
Yanick Abraham: I add also a start and end date columns in here. So add the column PMPC exec to get the estimated hour of the task.
Yanick Abraham: and write a non-agile description in the description field. Told you we’re a customer zero, right? So our team developed first for that, so we’re writing, like, a project manager as a project manager. Non-agile description.
Yanick Abraham: And then this is it. Usually, it takes around 40 seconds to a minute, so let’s look at other few use cases we have identified and that you can ask for. Jose, you wanna… you want me to read it, or…
Rosalie Chassat: That’s fun. Yeah, so we have a couple of things, and there’s more. These are just, like, examples. So, weekly sprint planning, you can ask the agent to show you all your high-priority tasks for a specific project for a specific week. You could also ask questions that are related to time entry, so show me time entries for this specific project.
Rosalie Chassat: It can tell you the logged hours, billable status, rates, all that information, and then when it comes to resource allocation, like, who’s assigned to this specific task, and it can tell you what the role is, the allocation percentage, etc. Let’s see…
Yanick Abraham: So we have the results, so I’d like to look at time, we’re gonna play on this, but 2058, so, like, a little bit less than a minute. So he created that project and task. This is a beta version, so we don’t have clickable URL, but let me just open up that new project that he created, our project agent created.
Yanick Abraham: So, it’s gonna load me in that project, and if you notice at the end, I was asking a description, right? So, just from that, from the understanding of our project, it created a project description automatically.
Yanick Abraham: Then, if I open up the workspace, you’re gonna see that the agent, within 50 seconds, created all my different tasks. It properly did all the total of hours and the assignment. Without me saying anything, he figured out the start and due date, so he already planned everything in time.
Yanick Abraham: And on top, ERA also included a description for each one of my tasks, and created that description that can at least be a good basis for me to come and modify it.
Yanick Abraham: So this is the kind of thing that our project agent is able to do right now, and that’s going to be available to you in January. So, plus all the other use cases that Jose mentioned.
Yanick Abraham: For now, you saw me calling it from an interface, from a one page. This is going to be available as well through Slack.
Yanick Abraham: So you’re gonna be able to, to call it and talk to it through Slack and other means. So, yeah, pretty impressive. We’re still tweaking it, and they’re still making mistakes, but, it’s pretty impressive what you can get, and what you can do with it.
Yanick Abraham: Well, Philippe, you guys will like it.
Yanick Abraham: Definitely.
Rosalie Chassat: Certainly if you would have created a project live on this webinar.
Rosalie Chassat: All right, yeah, so if you are interested in knowing more about, the project agent, and you want to be, you want to be part of our first group of users.
Rosalie Chassat: We have an exclusive offer for you. So, if you buy 100, 100,000 Flex credits, which cost $500, you get 250 credits, 50,000 free credits on top of that. So, all that, you’re paying $500, but you’re getting worth $1,750 worth of credits. So, really nice. All you need to do is, like, sign up before the end of the year. What I’ll do is, I’ll also launch a little poll just
Rosalie Chassat: to gauge interest, please take a second to answer it if you are interested, because after today’s webinar, I will send a follow-up email for people interested in the agent.
Rosalie Chassat: So just let us know if you want to sign up ASAP, you’re interested, but you cannot commit yet, it’s complicated, I don’t know your situation, or you’re not interested. And again, if you have questions after today’s webinar as well, it’s a lot to digest, but you can always email us afterwards.
Yanick Abraham: So the goal here is really for… we made it accessible, so we can really try it in 2026. So, if you plan to try AI with client in 2026, I absolutely recommend you guys to benefit from this offer and just invest that $500.
Yanick Abraham: Those credits are going to be good with all our agents, and they’re going to be good across the entire 2026. So, yeah, if you plan to just try it, that’s gonna be the best offer we’re gonna have.
Yanick Abraham: The idea here is not… we’re not making pretty much any money out of it. We just want to get it out there for you guys to try and test things and help us evolve it. So, yeah, it’s available for pre-order, and it’s going to be shipped in January.
Rosalie Chassat: And in that email follow-up, we’ll include, like, what the agent can currently do, and we’re really keen to know, like, what else you’d like it to do on top of that, because we’re, like, we’re all about that collaboration for this, portion of it. Alright, thanks for answering the polls. If you didn’t manage to answer the poll, but you’re still interested, just reach out to me after.
Yanick Abraham: Alright.
Yanick Abraham: Next one, and we’ve been introducing new products, as per se, and add-ons, so that’s one of our first add-ons in a long time, the Agent Force one. The other one is this one, Time Tracker for Jira, so for people that are using client and Jira, and would like the developer to have a way to easily enter their time against client tasks, we have that time tracker for Jira that is now available.
Yanick Abraham: It’s going to be a two-screenshot for today. We’re gonna be doing a live demo next year, so those are just preview of 2026, right? This one, though, is… the time tracker is already available. We also have a sync component, so it’s going to be able to sync projects from client to Jira, and from Jira to client, and syncing the issue in both ways as well, with some parameters.
Yanick Abraham: So this way, it’s gonna simplify the work for those of you that are using Jira, to have one place to look at project data in client, including actual schedules.
Yanick Abraham: And it’s gonna simplify the work of your developer for logging their time. So, if you’re interested in this as well, Rosalie has been talking about it during their customer success call, but, yes, please do reach out for this offer as well.
Rosalie Chassat: Yeah, we’ll be sending a separate email for that as well, and, so we just have a quick poll if you’re using Jira or not, because if you’re not, then you don’t care about that. And then if you’re interested in Time Tracker, anyone that says yes, or maybe I’ll send a follow-up about that.
Rosalie Chassat: And then if we can just drop, Natalie, the link, we have an actual page where you can read more about that time tracker. The link is in the slide, but we’ll drop it, in the chat as well.
Rosalie Chassat: All right, thanks for answering, and let’s move on to our next one, the Snap Workspace. That’s Yannick’s personal pet project for the last weeks. We’ve had a lot of internal demos about it already, but…
Rosalie Chassat: Now it’s finally ready to be demoed out in the wild… out in the wild. And just to mention, there’s no extra fee for this, so it’s, like, part of the product, so when you upgrade and it’s in the release, you’ll just be able to start using it. So, yeah, if you’ve ever… if you’ve created your projects, you have milestones, you scheduled your resources, which you should, the resources have been logging their time, and then your project is ongoing, and you’re
Rosalie Chassat: looking for, like, more specific data, this is what this workspace is for. So, Yaneng, do you want to show us what it does?
Yanick Abraham: This is the glue that’s putting everything together, so it’s everything that you always wanted to see, your project, not in 2D, not in 3D, but in 4D. This is it. So, like you said, it’s my pet project. It’s my Christmas gift to you guys, our customer, before time. So, the concept here is that we have a snap workspace, so you’re taking snapshot of your project to look at the story
Yanick Abraham: of your project, and you know that Salesforce reporting, there is some limitation. This is to circumvent all those limitations and really dig deep, deep, deep into your project.
Yanick Abraham: So we have a concept of SNAP, of Project Snap and resource snap, so you’re going to be able to create some snapshots of your project, and you’re going to be able to plot those proj… so those projects within our interface. You can see that by selecting a project, it gives me a list here of KPIs, so key performance indicator.
Yanick Abraham: Including, for example, if the project is on track. You will see as well that we can group
Yanick Abraham: And plot different projects at the same time in this, and having some indicator as well that, oh, you can see that we are 3 overdue milestones, so it’s not something for the past, it’s something that you can act on.
Yanick Abraham: We are introducing new performance indicator and new, things that are gonna help you understand if you’re on track or not.
Yanick Abraham: And you can see here that we have some pills or some cards that’s showing you where you differ between your plan, your schedule, your lug, and your invoice.
Yanick Abraham: Because this is what it is about. You can see as well, we’re missing the estimated part, so there’s going to be phase two, with the kind of the task snap that’s coming in a later phase.
Yanick Abraham: So, so far, it’s interesting, right? But, I’m guessing everybody is looking more for this portion here, which is the graphic component, so being able to plot, in this case, our schedule versus log, schedule being in dash, and the full line is the log, and you can easily see your project within that lens.
Yanick Abraham: But what you want to see is quite often, it’s another layer, so you want to see what’s been invoiced as well, so you can add other dimensions, so you can see when the hour got invoiced for.
Yanick Abraham: In hours, but maybe you want to see them in the, in cache. Let me, let me do something here. Let me put it full screen. So maybe I want to see it in cache, instead. Now you can see I have another, axis on the right that showed, so I can see my logged even hours in cache.
Yanick Abraham: Maybe I want to see my costs, my logged costs, and all this can be date sensitive, so I can filter out across my dates. Okay, so let me reset my filters.
Yanick Abraham: And now maybe what I’m interested in going back to what’s schedule versus log, actuals versus schedule, so maybe I want to see my variances.
Yanick Abraham: But, this is giving me a great idea to see, but maybe I want to see it in another lens with a bar chart to see how far I am for my target. I might want to add some labels. This is something we’re going to improve, the numbers are very small, but I want to… maybe I want to show labels. I want to hide or show my milestone across my project.
Yanick Abraham: We even have a FTE graph that we’re working on, so full-time effort per employee across your project. You can see it in a schedule lenses or in a lug lenses.
Yanick Abraham: I’m gonna take questions after. Different ways of looking at your data, so, like, if you want to see it with these steps, or maybe if you prefer a DART mode, so improving that one as well, and you will be able to export it.
Yanick Abraham: So, all this, it’s, from that specific multi-layer, look, that we’re looking at, that we’re talking about. But we have other levels as well. So, this one is called the, heat map.
Yanick Abraham: So you can see for this project that I’ve selected in my snap, so I’m looking now at that… I was looking at that, like, May project here, I can see now a resource heatmap of if people got… if they were on track in terms of their utilization of hours logged versus schedule.
Yanick Abraham: I can have it grouped by resource, but I can have it grouped by role.
Yanick Abraham: or even by task, I can group it the way I want it. Let me go by resource, but what’s cool, too, is that we have an aggregation, so you can see it by month, or if you can see it by quarter, so you can have, like, grouping instead of smaller increments, so it’s give another perspective.
Yanick Abraham: So I have all of this, plus you have other dimensions, including the logged hours, and other dimensions.
Yanick Abraham: We have, fear…
Yanick Abraham: Estimated versus log, or schedule versus log, in a bar chart format, but also you can look at it with different angles, so the resource angle, or the role angle overall in your project.
Yanick Abraham: Something we add in reports and dashboards, but we’re trying to put everything in there. Utilization, again, so you can smooth your utilization curve, and we have variation, so looking at what was scheduled versus what got logged, and the variation of it across your entire project, or the data lens you’re looking into.
Yanick Abraham: So that’s what the Snap workspace and the Snap visualization tool does. Hopefully you guys see some value to it.
Yanick Abraham: It’s a lot, I’ve been talking a lot.
Rosalie Chassat: But maybe you want to rewatch that portion of the webinar afterwards in a more calm setting, or share it with your team. One thing we do want to know, just out of curiosity, based on the demo that Yannick did, do you think you’ll be using the Snap workspace? Absolutely, I’m not sure, no. It’s okay, like, there’s a lot in there, and we’ll talk about it again on the webinar when we do release it in January.
Rosalie Chassat: So stay tuned for that. And from what you’ve seen, if you, like, after digesting, you have some questions, feel free to email us, like, oh, is it gonna do this and that? Am I gonna be able to see this information? Just, send your question to us, that’s no worries.
Rosalie Chassat: And one thing…
Yanick Abraham: Yeah, I forgot to mention, Jose, because it’s about the story of your project. So now I’m looking at my latest snap about my log versus schedule, so this one is tracking pretty good. My L-score is not too bad, but what I can do is that I can compare it against my baseline. So you can see now that blue, small blue dot here, this is my baseline, so I can compare.
Yanick Abraham: it.
Yanick Abraham: And you can see as well that the other, there’s a lot of information in the other, pills, but when there’s a data point, you can even click, and you can see the details of what happened.
Yanick Abraham: across the board. So, those are also, like, a hidden gem that you can easily see and click, so there’s other places you can click with the added value and added dimension, so…
Rosalie Chassat: Can you show them the view that is showing the today and you’re seeing the future? I don’t know if you’ve.
Yanick Abraham: Yeah. I’m not sure if my project is working well for this one.
Rosalie Chassat: So that’s one thing that’s pretty cool about the snap. You can choose which time frame it’s selecting, but…
Yanick Abraham: So you see, for example, this is my log hours, my solid one, this is my schedule, and based on my different indicators, I’m not sure… it forecasts my future logged hours as well.
Yanick Abraham: So that small dot, it’s a forecasted of future based on my schedule, with my… so there’s a math to it, but…
Yanick Abraham: Very interesting.
Rosalie Chassat: That was my favorite one, I think, this little section there. All right, perfect, thank you so much. So, yeah, so stay tuned for the project agent follow-up email, the Jira follow-up email for this step. We’re not going to have a follow-up email, but if you talk to me or support, you can always ask questions about it, as I mentioned. In terms of next step, yeah, so speaking of the next year as well, we will be continuing to host our monthly product update webinars.
Rosalie Chassat: You have the dates for the upcoming one, so you can put on your calendar January 22nd. It’s always going to be Thursday at 11 a.m. EST.
Rosalie Chassat: We don’t have the registration link yet, but in the January newsletters, we’ll share that, and we usually send invitations before as well, and you can always access all our previous webinars and upcoming webinars from the website there on the screenshot, you can see. If you can please take a moment to answer our webinar feedback poll, it would be really appreciated. This is our last webinar of the year. Also, I see there’s a lot of people, it’s their first webinar.
Rosalie Chassat: So we’re really keen to know what you think of these. We can adapt the format, always, and otherwise, I want to wish everybody a Happy New Year, and Yannick, did you want to add anything?
Yanick Abraham: Oh, hopefully you’re gonna have a great break if you have the opportunity to take some time off, so I wish you all the best, and if you can just answer that feedback, it would be appreciated. All your feedback is always welcome, so we can always adjust.
Yanick Abraham: Thank you, Jose.
Rosalie Chassat: Okay, thank you so much, everyone. I will stop the recording and wait a couple of seconds more for you to finalize the webinar feedback, so have a great day.
Yanick Abraham: Thank you. Bye, everyone.