Rosalie Chassat: Good morning, good afternoon, everyone, and welcome to our February product update webinar with Client. I’m Rosalie, and joining me, as always, is our CEO, Yannick. Hello, Yannick!

Yanick Abraham: Hey, what’s it, heap?

Rosalie Chassat: How you doing?

Yanick Abraham: Very good, very good. Can be happier. I’m coming back from a week vacation with my friends, skiing in the Alps. I know we have a lot of Europe customers here, so I can’t believe you guys have this in your backyard. I really want to go again, so find me an excuse to go visit. I’ll go anytime. It was awesome.

Yanick Abraham: If anyone has key trip suggestions as well, you can drop them in the chat.

Rosalie Chassat: All right, and as always, we have Natalie as well, who will be in the chat to help you answer questions live, so feel free to drop questions anytime. And quick reminder, participate in the polls, don’t be shy with reactions, because we see them, so, yeah, just keep it interactive. Let’s start off with our very first, very first poll. As always, we are curious to know if we have new customers.

Rosalie Chassat: Not new customers, if you’re, used to these webinars, so we want to know if this is your first client webinar, you can take a second to answer, and then we will move on to our agenda.

Rosalie Chassat: And today, we have a really packed agenda. Actually, I’ll leave the poll on the side. But we will start with what’s new in version 51.2.

Rosalie Chassat: Which would be officially released next week. Then we’ll, well, actually, Yannick will do a walkthrough of the Snap workspace, which we talked about last time, but we just mentioned it by name. Today, we are actually, showing it.

Rosalie Chassat: And then we’ll give you a quick update on the latest improvement with our project agent, and we’ll finish off with product roadmap, ideas, and conclusion, a couple of other updates. So, we’ll fit it all in 45 minutes. Thanks for answering the poll. It looks like… oh, we have a lot of new people today, so welcome!

Rosalie Chassat: Awesome. I like that. Welcome.

Yanick Abraham: Perfect. Alright.

Yanick Abraham: So if you want to start your webinar following career…

Rosalie Chassat: We’ll see, we talk very fast, so that’s what feedback we have. All right, as always, we encourage you to review our release note when you are upgrading, and pay a special attention to those upgrade considerations with the red light emoji, which indicates when a system admin has to do something specific. So for this release, there are four upgrade considerations that we highlight on the slide to make your life easier.

Rosalie Chassat: But, when you’re in the client community, you could also simply ask Clara, who’s our chatbot, what are the upgrade considerations for 51.2? So, I’m sure…

Yanick Abraham: Our age, not.

Rosalie Chassat: Our agent. Our agent, Clara. Alright, so I’m sure after today, everybody will go in and ask this very question to Clara, but you can ask her any other questions as well. All right, let’s move on to the next slide.

Rosalie Chassat: 51.2. So this version, FYI, currently on beta, and it will be generally released next week on February 25th. This is something new, we are doing the beta release, so if you’re an early adopter, you’ll be able to upgrade right away when we release the beta version. You just need to email our support team to get the link. And then we really do welcome your feedback. And then two weeks later, we will always release

Rosalie Chassat: the version, GA. So yeah, that’s about it. This is what we’re going to cover for 51.3 and, 0.2, and then we’ll move on to the next section of the webinar.

Rosalie Chassat: All right. So, first off, project management. So, at the end of October, we released version 50.8, which had the transpose project functionality. I heard many customers are already using it, but on 51.2, we added it to the workspace. So, Yannick, do you want to show what that is about?

Yanick Abraham: Yes, absolutely. And in regards of the beta link, for now you have to ask support, but eventually we’ll put it on the community, so this way you can try it out.

Yanick Abraham: So this is the new period of time that we allow ourselves to play a little bit with the feature, get some early feedback from you, so don’t hesitate to, Albert.

Yanick Abraham: Okay, the use case, you have a project, a project that you took time to schedule, plan, or maybe use a template, but it moved in time. We’ve released our transpose project that you can call even by API or by flow to transpose your project based on any kind of trigger you want.

Yanick Abraham: But as well, in the past, what you needed to do was to select all of it like this, and you could move right and left.

Yanick Abraham: But we’ve introduced that action, transpose project, directly from the workspace now, so if I just go in in my action, go transpose project, it’s gonna offer me to either transpose the entire project or some specific task.

Yanick Abraham: Let me go for entire project. When it’s gonna ask me, it’s gonna tell me which date you want to transpose to, or I can even transpose by a certain number of days. So let’s now say I’m gonna move it to, to today.

Yanick Abraham: and move it up, but before I do that, I just want to show you the other option. So you can decide to move just some section of your project, or some task, meaning the parent, the children, and the dependent task will follow through if you do that move. And again, you have the same thing, specific date or specific day. So let me go switch to today and save it.

Yanick Abraham: So this new functionality is available from the action panel on the workspace.

Rosalie Chassat: And it works independently of workspace filters, so if you have filters, it’s still considering the full project.

Yanick Abraham: Absolutely. So now you see that the entire project got moved, and I forgot to mention at the beginning, but you can see that my project does do have some dependency, but you see that block phase 2, there was no dependency at all, and it still moved it, so it’s not a question of just dependencies, it’s moving everything, and we’re going to be talking about the scheduling a bit later on, so this moves all the schedule as well at once.

Rosalie Chassat: Perfect, and you can do that from the global workspace as well, just if that’s… you need to do multiple projects at the same time.

Rosalie Chassat: Yeah, next one.

Yanick Abraham: Following up on the agenda was the new indicator. It’s just a visual indicator, so when you’re either sorting, or, like, in this case, I’m sorting by task name, you can see that the button here showed up, but now you can see it’s red, so to make, to, to make it easier to grasp that there is some sorting, or if I just want to see my project manager, if there is some filtering.

Yanick Abraham: This way, now, those boxes are highlighted in red, so it’s easier to know, how come I’m not seeing all my tasks? It’s because you have to filter applied.

Yanick Abraham: Good. I see a smile, was that Ian?

Rosalie Chassat: Yeah, I know it happened a lot of times that you weren’t seeing the right result, and it was just, like, kind of hidden at the top, so I think that’s…

Yanick Abraham: This is fixed stuff.

Yanick Abraham: And the last thing here, okay, so when, let’s say I have this, again, from… from the workspace, let’s say I want to assign those three tasks, I can multi-select.

Yanick Abraham: can right-click, and I can do choose assignee, and then let’s say I wanted to assign maybe a Jenny Red on this. I can also add… we have a… we’ve added that checkbox in that FI Resource, so she’s going to receive an email for every task that she’s been assigned, as soon as I’m gonna save. So, this is… we had that functionality available from the task panel, and from initial assignment.

Yanick Abraham: On the task panel, you have it here on the right, next to the resource name, so it can load.

Yanick Abraham: Just reopen it.

Yanick Abraham: Time to take a sip of coffee, I guess.

Yanick Abraham: So, that small arrow here, in this case it’s grayed out because there’s no email address associated with my resource, but it’s the same behavior. It’s sending that email out to your resources.

Rosalie Chassat: Perfect.

Yanick Abraham: Okay. And to conclude on the project management side of things, we add, added some support on the homepage. Do you want to go through it, Jose?

Rosalie Chassat: Yeah, this is actually an idea that had been submitted and got enough votes from our community, so we did add it. It’s, when you’re creating the new project, the depending… we added the dependent picklist, support, in it, so that only the relevant picklist values are shown, not everything. So it should save a little bit of time and confusion for those early creation of projects.

Yanick Abraham: This is a good feature of Salesforce, picklist and dependent picklist.

Rosalie Chassat: Yeah. Yeah, switching gears to resource planning now, and the first one is actually one we had a lot of requests from customers. So, Yannick, we can now reassign task assignment and project assignment directly from the resource planner, right?

Yanick Abraham: Yes, absolutely, and I was playing with it this morning, I even updated my color scheme, so I’m excited about that, too.

Yanick Abraham: But the thing is that we are adding cool functionality to really simplify your work and your job. So, in this case here, we can see I’m in the Global Resource Planner, but it does work from elsewhere. You can see that in my resources, Jenny Redd, she’s overbooked.

Yanick Abraham: She’s 133% next week, 110% the week after. She hasn’t work a lot this week, so for those two weeks, it might be okay, but early March, 175, this is way too much, so what’s happening here? Can I do something about it? So if I expand January.

Yanick Abraham: I can see, for example, that I have those two projects here that’s building up, and we have 40 hours full-time assigned for that website redesign. If I expand it again, I can see she was assigned to the menu bar design and production of it.

Yanick Abraham: I can see it’s 40 hours, and most probably, because it’s a design and production, maybe I can split it in two and assign some portion to somebody else. I can see here that Roxanne Green has a perfect all within, so what I can do is that we have,

Yanick Abraham: since we’ve introduced grouping, you can select, control, select, for example, those two blocks.

Yanick Abraham: I can group them, so it’s gonna change the grouping, so now I’m gonna have those two grouped together, and those two are gonna remain the same. And if I right-click, and I do reassign, it’s gonna reassign my entire group, and then I can just assign which resource I want to reassign it to, so I can reassign to Roxanne Green.

Yanick Abraham: You can see the dates are here, and there’s a checkbox, distribute imminently. By default, it’s going to do… apply the exact same pattern of scheduling, it’s going to reapply it to Roxanne, but if I just want to apply the distribute imminently, I can do that too.

Yanick Abraham: So just by doing this, now those two blocks, will be dispatched to Roxanne Green, and now I’ve solved two problems. Roxanne is in green, and we have Jenny red, that’s black and green. Like, it’s for magic.

Yanick Abraham: So yeah, what’s new is the right-click option that wasn’t there before, but combined with the grouping makes it, like, super powerful. Yeah, exactly. So it’s the, it’s the right-click reassign, that’s been introduced, so you can reassign. If you want to just reassign a block, for example, you can ungroup.

Yanick Abraham: And then that block is going to be ungrouped, and then I can just reassign it, that specific block itself.

Rosalie Chassat: Perfect.

Yanick Abraham: So the next one also is…

Rosalie Chassat: Yeah, staying in planning, we also improved the… it’s with the resource request page. We’ve made some improvement to that for parents.

Yanick Abraham: Resource request, resource compare, it’s the intermediate UI when you’re assigning people. So you can see here that I have my resources. We’ve looked at Jenny and Roxanne, but I have my placeholder projects, so projects that are in ping that are not been sold yet, so pipeline project, but here in red, I have one that is, it’s in red because it’s ready to be staffed, and

Yanick Abraham: And then I can see that I have some hours, and if I expand, I have my different tasks in it, but it’s for my project manager. So what we’ve introduced is

Yanick Abraham: from that new button as well that’s been introduced a few releases ago, the compare resource, it’s bringing our…

Yanick Abraham: This is the resource request, or the compare page, where you can see all your project manager.

Yanick Abraham: You can see what is the project we were looking at, the new project to staff, the hours needed by that project manager.

Yanick Abraham: The maths here are already done, meaning that we already know if the people can do it or not, because if we’re looking for the people, the…

Yanick Abraham: the older user. In the past, there was only one option, it was resource availability, and you needed to do maths in your head, so now we’re defaulting to remaining availability, so we’re already applying the maths to see if it fits.

Yanick Abraham: And what we have introduced here now is that, for example, if we want to know what’s happening here with Kenta, because she seems to be the only one that’s able to take it.

Yanick Abraham: If I expand Kenta now, I can see which project she’s assigned on. So that’s the part that we’ve added. For now, we’re only showing project, we don’t go one level deeper. We most probably will. There’s no link either to go directly to that project. Most probably we’re going to add one too, but at least you’re starting to have some visibility, and you can just have another browser on the side with the full resource planner.

Yanick Abraham: Or you can just always go back to change, can, the other resource, Scheduling.

Yanick Abraham: Cool.

Yanick Abraham: Still there, wasn’t you?

Rosalie Chassat: for getting out. Yeah, my schedule.

Yanick Abraham: Yep. And then editable my schedule. Last thing, on the homepage, we’ve added a few components a little while back.

Yanick Abraham: And in the My Schedule now, if you have that… it’s a custom setting you need to enable, our customer asked for that, that My Schedule can be editable, so now you can have an editable schedule, so you can create your own thing before it

Yanick Abraham: By default, it’s read-only, but if you want to make it editable and give some more power to your resource to use it, either on the schedule mode or on the plan mode, you can do that.

Yanick Abraham: Let’s concludes, I think, the new release.

Rosalie Chassat: That one, there’s a…

Rosalie Chassat: I’m sorry? I’m sorry, that one has an upgrade consideration for the editable workspace that you need to enable.

Yanick Abraham: This I’m not gonna demo, so, in the timesheet, we’ve introduced a menu where that’s redirecting you. Some people wanted to ask… customer wanted to hide that timesheet link.

Yanick Abraham: So now this is configurable, too. And, latest release, we’ve introduced the hours and a way of adding time in the timesheet. Mobile timesheet is also supported.

Rosalie Chassat: Yay!

Rosalie Chassat: All right, and this is what wraps up 51.2. I have a poll, but I think we’ll skip it and just jump in the Snap workspace, which I think people are more excited about.

Yanick Abraham: Okay. As you wish.

Yanick Abraham: You can do it at the same time if you prefer.

Rosalie Chassat: For the Snap Workspace, let’s talk about that famous Snap Workspace. I’ve talked about it, Yannick has talked about it, you may have heard about it. We’ll just start off with a, quick poll.

Rosalie Chassat: So before we dive in, we’re curious to know, how do you track project performance today? We added a couple of options, you can select, only one option, maybe I should have put it multiple, but Salesforce Dadboard Report, Excel report, Power BI, Tableau, mostly manual, feel-good, or you don’t really track that. That’s gonna give us a good idea where people are at, and I will show the result for that one.

Rosalie Chassat: But, otherwise, for this specific portion, if you have questions, comments, things you want to see, please use the chat. We’ll try to integrate that into the presentation, and if we can’t follow up now, we will do it after.

Rosalie Chassat: And maybe, Yannick, while people finish answering, you can start by explaining why we built the Snap workspace in the first place?

Yanick Abraham: And, you can access it through the app launcher. If you have the rights, there’s a permission set. We have 3 new items here. We have the Snap workspace that we’re gonna explore, the snaps, and the daily snap. So, first, I’m gonna just start, like you asked Jose, just to explain the idea. We’re gonna look at how it’s built.

Yanick Abraham: And then we’re gonna look at the cool part, the graphic. So the idea with Stacked Workspace, it’s really to give you visibility, a better visibility, but also to get your project to tell you the story, to tell you the… what’s happening, and so you can take action immediately, and you have that information right in front of you.

Yanick Abraham: So, what we’ve, we’ve created is, those snaps, so you can create a new snap.

Yanick Abraham: And a snap can be based on project or resources, so you can pick any resource, or you can pick any one of your projects. At this point, it’s one project at a time, but you can also call this via batch, so you can create those projects per batch.

Yanick Abraham: Those pro… those SNAP that are created.

Yanick Abraham: this one. Those snaps that are created, this is the one that we’ve just created. We list here the first top three snaps, but you can see all the different snaps you’ve created. You can create them within a schedule. So the idea is to have an historical tracking of your project, and how… what is built.

Yanick Abraham: And, it’s, it’s built of a snap object, which is the envelope, kind of the batch, with all the details of total, scheduled revenue, log, etc, but for that specific batch.

Yanick Abraham: But it includes daily snap, and this is the key, because you can use the Snap workspace like I’m going to show you, but also if you want to do additional report on top, you can just use the daily snap object to report. And there’s different SNAP types, so you can see project billing are included, task information, project information, timesheet, etc.

Yanick Abraham: So this is the anatomy of it.

Yanick Abraham: This is, let me just go back to my other tab. So this is the… how it’s built. So now, let’s go more on the fun stuff. So, no, actually, let me open up the one that we just created. So when you’re landing here, you can see that we’ve dropped the component as well in that

Yanick Abraham: SNAP object that’s related to a project, so meaning that you can have your list in your project, a related list of all your SNAP, so easily accessible from your project. And from here, we’ve introduced something, great, and, oops, which project?

Yanick Abraham: Not the last one.

Yanick Abraham: Alright, welcome.

Rosalie Chassat: You have to make snaps.

Yanick Abraham: Let’s see if I… Oit.

Yanick Abraham: Phew! So, okay, let me go with this view. Okay, so you saw I dropped the component on my snap object, but here, for example, you can see that I’m back in the UI, and let me show less. I have my list of all my different staff across my project.

Yanick Abraham: And there’s a checkbox. When you select the checkbox, it’s going to pick the first one within the list, and this is what is going to be plotted in the graph that we’re going to be looking at in a few seconds. Okay, so you can only plot one per project at a time, but you see those checkbox here? We’re going to be able to compare across, so we’ll come back to that.

Yanick Abraham: What we’ve introduced, with this

Yanick Abraham: is we’ve introduced the notion of earned value within the client product. So here, for example, we have

Yanick Abraham: the earned value for this project with the scheduled performance, and there’s nice help information, so the scheduled performance index, so in terms, if you’re tracking between your logged hours and your scheduled hours, you can see we’re pretty much on top with, we want to be close to 1, so at .93. We’re under budget, we’ve increased progress, estimation, and completion.

Yanick Abraham: And you’ve also introduced some highlights here. So we’re on track, but we can see that Genu Red is over schedule across our project, to be careful. So there’s even intelligence that’s being shown. And you can see that everything we’ll be seeing in a few moments, it’s always broken down in different categories of hours, revenue, or cost. And you can see within that, we always have the dimension of

Yanick Abraham: plan.

Yanick Abraham: schedule, log, and invoice. And I’m not sure if Jason is there from Operators, but he’s using a lot the plan, and he was always asking us to make sure that we include plan in what we do. So, Jason, within here, we have plan and schedule, so you can easily see your variance between what you spend and schedule, and for now, we’re looking at as of today.

Yanick Abraham: Okay, so this is the, the new KPI information that’s coming into the SNAP workspace.

Yanick Abraham: Next, the, the, the graph itself. Okay, so here, this is the core of the Snap workspace, and let me just put it full screen.

Yanick Abraham: So here, from here, what you can see is that we have our… the graph of our project, and we can see we have two button pressed, the schedule button and the log button. The schedule button, the dashed line, is your schedule.

Yanick Abraham: And the other one is the hour that’s been logged. And you can easily show your variance in between, between what was supposed to happen and what happened. In this case, we’re over, billing. Might be okay, it depends on the scope. You can see at the end, we are, going pretty good.

Yanick Abraham: And we can see where we’re going in the future as well.

Yanick Abraham: The variance can be shown this way, but they can also be shown as a bar graph. So you can see that we’ve run over logging hours in the past, but what’s the problem here is that we’re not billing enough at the end here. So let’s investigate this for a little bit. Okay, so I’m going to go do the last 30 days.

Yanick Abraham: And you saw that

Yanick Abraham: You didn’t see it, but let’s say I’m going in my, up to today, I’m doing very well overall in the project, but if I’m doing the last 30 days, you can see that my scheduled performance now is dropping, because I’m not lugging enough hours versus what was scheduled.

Yanick Abraham: Okay, so already this… you can see that the, the Snap workspace can bring insight into what’s supposed to happen, and are you tracking or not.

Yanick Abraham: Or so good, Jose?

Rosalie Chassat: Yep. We had the… some questions, but we can wait until the end.

Yanick Abraham: Yeah, let me… I’ll finish this line of button here, I’ll take the question after. So, what you can see as well is that we have other buttons. So we have one billable, so now it’s plotting another line underneath, and it’s tracking, so it means that we didn’t do a lot of non-billable.

Yanick Abraham: So if I want to isolate and look… just look at the non-billable, I can right-click, and now you see it’s gonna only show my non-billable line, which is very tiny, which is what you want at the bottom here. And you can see, when you hover, you can see there’s always some nice pop-up.

Yanick Abraham: And if I click on that data point, it’s gonna bring me into what’s building this. And you can see here that I have 6 hours of Roxanne Green of non-billable hours.

Yanick Abraham: If I wanted to explore, I could just click that link to explore. So, you will see everywhere in the, in the,

Yanick Abraham: the Snap workspace, you’re gonna be able to click and have more information as well.

Yanick Abraham: Another key thing is what’s been invoiced.

Yanick Abraham: So it’s okay to log hours, plan hours, but what are we invoicing? And you can see we had two invoices. If I hover over as well, I can see that we’ve invoiced 221 hours.

Yanick Abraham: So those are the hours, not the cash. We’ll see the cash in a second. But since that date, which was November 16, we haven’t invoiced anything, so we’re lagging. So absolutely, we should be running another passive invoices now.

Yanick Abraham: This is problematic.

Yanick Abraham: Okay, this, again, should bring a lot of insights.

Yanick Abraham: We’ve been talking about, cash, but, hours. Now, you can see on the right side, another access as shown, so cash.

Yanick Abraham: So, schedule and log cache. And we can, whoops, we can hide if we want, the other side and just focus on cash for now. And I have the same invoice line, but now just on the cash side of things. But what’s also cool is that this is not just for hours, like.

Yanick Abraham: other tools we had before. You can even add your milestone billing, so you can see my curve is changing now if I want to show my milestone billing, and even my project billing.

Yanick Abraham: So here, if I’m highlighting that point, you can see that I have, first, this is a milestone here, and you can see there’s $15,000 associated with it, and you can see here that this small dent here, it’s because of a project building that got invoiced for $4,444.

Yanick Abraham: That got charged, not invoiced, because you can see that we haven’t invoiced them, there’s nothing since November 16th, like we said before.

Yanick Abraham: The same thing we can do with, with those things here on top, you can do with costs, so if you want to plot your schedule cost, or your log costs, or your plan cost, which can be different, or the same as your schedule cost, you can do it.

Yanick Abraham: We also have another, line for,

Yanick Abraham: Estimated hours across the board, so this is the targeted line of 519, so you can see that in the future we’re overbooking.

Yanick Abraham: And we do have some filter, so if you just want to see the contribution of Ben Gray, for example, I can just select Ben Gray, and then only Ben Gray will show, and you can filter by task or by role.

Yanick Abraham: So this brings you a little bit more flexibility, so you don’t need to recreate a snap all the time, you can just filter directly from it.

Yanick Abraham: Okay.

Yanick Abraham: This is what is also cool. So, based on the, the SPI as of today, so 91, 93 a year for the schedule and for the cost, what we are able to do now is that based on the schedule hours, because this we already added, now we’re just representing it, we can even show you

Yanick Abraham: forecasted logged hours, which is awesome. So this is purely

Yanick Abraham: out there, those are not records that existed in the system. We just calculated based on those snap value. And with our other information here, you can see that I… we can see the data. So, forecasted schedule hours is 569, forecasted logged hours will be 526 at the end here, 4526-4. So, again, a lot of

Yanick Abraham: for… Foresight or future visibility in terms of what can be done.

Yanick Abraham: On top, we have another button here that can show you what is your FTEs, or your resources that are allocated. So this is my scheduled people by role, so you can see that I have project manager and developer that were scheduled.

Yanick Abraham: And I can see the difference between what was logged in terms of hours between my resources, so we even have that level of FT showing.

Yanick Abraham: And because with, reports and, plotting, there’s always a scale thing.

Yanick Abraham: So you can see here that we have the scaling. If you prefer having really steps instead of having a smooth line, you can do it. And this has an impact depending on the scale that you’re looking at. So if you’re looking at the weekly value, or if you’re looking at the monthly value, and depending if you want a step or curve, you’re going to see the data a little bit differently.

Yanick Abraham: But we offer all options within our subconscious.

Yanick Abraham: Okay, so this is the first one of six… of…

Yanick Abraham: 5 that we’re gonna demo today, but the five different graphs that we have. This one is called Multilayer.

Yanick Abraham: Is there a question that I absolutely need to answer at this point, Rosalie, before I move to the other one?

Rosalie Chassat: No, I think we can cover those, generally for now.

Yanick Abraham: I’ll try to come back to them, but I’ll go on on the other one. So, another button you have here on top, you can put yourself full screen. I’m going to move to our resource, our EAT map. So, we are introducing an EAT map, okay? This EAT map is based on what has been logged versus what is scheduled. So again, earned value, this is where we’re going with this. So, and this is the base on the resources.

Yanick Abraham: And it’s on a daily basis. But what’s fun with that is that you can group it, because it’s okay if I overworked this week, but I didn’t do anything in the last

Yanick Abraham: 3 weeks, I’m… my performance is still bad. So, by grouping it in different, scale, you’re gonna see that. So, that’s from a weekly to a monthly, so I can see that

Yanick Abraham: This is all future stuff, it’s fine, but you can see here that Roxanne in December didn’t do very well. Her variance is 110 hours, she was scheduled 110, she logged 0.

Yanick Abraham: So you can see at a glance here that December was not a good month on this project by Roxanne, and again, I can go and I can, like, group, but on overall performance, on a yearly performance, we’re not that far, though.

Yanick Abraham: We’re 14 hours apart, so… The plan itself was a bit off. The overall goal, though, was good.

Yanick Abraham: What else you have here is that… let me go back maybe to a monthly. What you… you can also group by role. So instead of looking at my people here on the left, I can see my role, my business analyst, same thing, where… which role is on track in terms of their schedule, which one is not.

Yanick Abraham: And here, you can click on it, and by clicking on it.

Yanick Abraham: It’s gonna show at the bottom.

Yanick Abraham: Here, some, of that cumulative graph that we saw before, with the schedule hours and with the logged hours. So if you want to see another perspective of those specific lines, and this work as well if you’re not looking at role, but if you’re looking at different resources. And you can group by project, by task, and we have a concept of

Yanick Abraham: Phase 1, Level 1, so you can even drop it by phase, so you can see

Yanick Abraham: Plan design was good, bill was good, delivering, this is where we struggled in December. Pretty cool one.

Yanick Abraham: Love this.

Yanick Abraham: Okay, so let me go back to role and switch to the next graph. This one is a bit more standard, but this is just purely to have everything at the same UI, so if you just want to compare easily based on your scale, this is all time, but it could be the last 30 days.

Yanick Abraham: What is… what was scheduled, what… versus what was… got logged.

Yanick Abraham: You have that, that graph with those bar charts.

Yanick Abraham: This one, we’ve, just removed it, since we’re in beta. This one was not really from prime time at this point.

Yanick Abraham: Variance analysis, let me go back to a weekly,

Yanick Abraham: Oops.

Yanick Abraham: Go back to all time. So, so this is the variance overall in your project for everyone. So, if you were over, lug versus schedule, or under lug versus schedule.

Yanick Abraham: There shall always be, as well, some good legends, so if there’s some missing, or it’s unclear, let us know. But quite often, there’s some good legends. You can always hover and click, as well on it, so you can see the details, and pretty much all of our craft.

Yanick Abraham: And the last one… how much time do I have left, Rose Ali? 5 minutes? Okay. This one is exciting, exciting, and I think,

Yanick Abraham: A lot of people wanted that, and a lot of people have been using this with other tools that I won’t name at this point. But, then they are called Burn Down Chart, and we’ve introduced the,

Yanick Abraham: We’ll introduce a burndown chart in client. We’re gonna change the icon because it seems to be a burn up, but it is a burndown.

Yanick Abraham: But we’ve introduced a burn-down chart, and this is the frame of it, so without any other layers that we’re providing, because we cannot just introduce a simple burn-down chart, we needed to bring it to the next level. So, what you see here is the ideal line for your project. Again, it respects the timeline you specify, so you can always see it. And then the purple line is the hours logged.

Yanick Abraham: And we can see that based on that ideal line, and I mean ideal, in agile world, it’s like you’re supposed to always do the same number of effort per week, so that’s why it’s ideal, but the real world is rarely ideal. But in the ideal world, we’re behind by 95 hours, okay? So you can easily, as well, show the, again, the labels, so you can track hours better.

Yanick Abraham: But as well, if you just want to have your milestone showing, we have that dimension. I’m clicking on the top right now.

Yanick Abraham: If you want to see the variance better, you have that to be showing. On the left side, you see the legend, it’s hours. If you want to see it in percentage and going up, so we’re at 59… not 9% computed in terms of hours.

Yanick Abraham: We should be more around 80% a year. You can do that.

Yanick Abraham: We have this line, and we’re gonna come back to it later, but so far, this means that the project is going pretty well.

Yanick Abraham: This one I like a lot. This one is also showing your task, and it’s based on either the completion date of your task, so you can see that those at the bottom are darker, because they’re completed, while those tasks here, they’re still open.

Yanick Abraham: And what’s cool is that you can see what was, if I allied that card, I can see that there was one task completed, estimated hours was 76, and we lugged 90. So the purple, again, is lug, it’s higher than the blue, no good. We went over budget by 14.

Yanick Abraham: But you can even see your future. So this task is supposed to close in March 6, but we’ve estimated 60, and we log already 40 hours, so this one needs to be, needs to be, checked, and validated to make sure that we don’t go over budget.

Yanick Abraham: And the line that I love on top, like I said, the target line is not the idea… the…

Yanick Abraham: That ideal line doesn’t exist in the real world all the time, so now you can also add that

Yanick Abraham: schedule line that we’ve been working, but in a burndown way, meaning that we’re combining earned value with everything that the burndown brings us. So, we have that schedule, so even if with the ideal we’re off, we can see that we’re very well tracking with your schedule line. We saw that in our previous graph.

Yanick Abraham: But now we’re combining that level, too. And for Jason, if you’re listening, if you prefer working with your plan line, you can also work with plan. The only thing, you’ll be missing all your nice tasks here at the bottom. If you’re not using tasks, you won’t add this, but you can still go ahead and work with this system.

Yanick Abraham: Fullscreen, I’ve shown. We also have a dark team. It takes a few seconds for the eyes to address, but you have a dark team, and you can download any one of our graphs. Let me just escape the full screen mode.

Yanick Abraham: This one, too…

Yanick Abraham: You can download, and depending if you’re a DART team or not, and whatever you’re seeing, this is exactly the same PNG that’s going to be downloaded. So, this is all part of that workspace, Snap workspace, that’s all coming with your licenses.

Yanick Abraham: So hopefully you will have fun with it. We are looking forward to your comments. The portion I didn’t mention, maybe just to conclude, and those are the parts that we’re gonna keep improving. It’s… you can see, you can mark some as baseline. Now we’re, we’re looking at that first one here.

Yanick Abraham: But I can compare as well with my… let me go back to my mids layer.

Yanick Abraham: In my multi-layer, I can compare with my baseline, or any other variation of my project, so I can compare with several other variations of my project, and you can see that the blue line, the dotted blue line at the bottom, was my baseline, so I’m over…

Yanick Abraham: booking, but at the end, I’m gonna be very close. And the orange line, that other version, was way off.

Yanick Abraham: What… of what we’re tracking, but this is also… and you can even trigger the revenue, the cost of those comparison lines.

Yanick Abraham: This we’re gonna…

Yanick Abraham: add more functionality to it, some more subtility to it as well in the next evolution, but I think this gives you a good wrap-up of what can be done with desktop workspace.

Rosalie Chassat: All right, what I will do is I’ll just, start a quick poll, because we’re just curious, after seeing all this, we want to know, like, which of all these things that Yannick showed, you think you’d like to use the Snap workspace for, so, you have the list, you can have a look, you can select as many options as you want. And in the meantime, Yannick, I don’t know if you can answer one question that there was some plus one on is, this.

Rosalie Chassat: If we have an annual target allocation for each team member, how can we easily insert or set that data for these to work properly for comparison with plan? I don’t know if that’s something they can already do, or maybe that’s a roadmap.

Yanick Abraham: I’ve been looking at the project snap. We also have a resource snap. For now, the… I think it’s the same as the task estimate line, is that… I think, what’s the… it’s kind of the goal, the end goal, but it would be for a resource that you’re asking for. So, now it does, look for a schedule, project schedule, or a task schedule, but we don’t have that goal, but that’s a good idea. Maybe we can introduce a…

Yanick Abraham: a target goal in that resource plan. We didn’t have time to dig into it, but a resource

Yanick Abraham: snap, it’s a bit different in terms of what you can see. There’s no burndown, there’s… so the resource snap is something that we’re gonna improve as well, so ideas are welcome.

Rosalie Chassat: Yeah, and again, if you have any feedback, just send us our way, feature request, all that, and Natalie is gonna drop… we have a documentation as well that is a bit more extensive than what we have in the release notes, so go have a look at that, there’s more details. We could spend, like, 3 hours just talking about the Snap workspace, so…

Rosalie Chassat: Have a look at that, it will be in the chat shortly. Did you have anything else? Yeah, go ahead.

Yanick Abraham: You’re still seeing my screen? You might see on LinkedIn a post that looks like this, and it would be very appreciated if you can just like it.

Yanick Abraham: If you can like it, it’s good, but reposting it, it’s even better, and our little mascot, Taimi, is telling you that reposting with your thoughts, it’s even better. So, we’re trying to do push on marketing side, so if you guys can just maybe like.

Yanick Abraham: you, we’re trying to promote this, so if you can help us out to, to put it out there, we do believe that this is a game changer. We have…

Yanick Abraham: We’re… you know that the Jira is something that is doing very well. We have now a Jira Sync, like Rosalie will mention in a second, but now we also have a great burndown that you can couple with the client.

Yanick Abraham: To, put your project in sight.

Rosalie Chassat: All right, okay, I’ll try to wrap everything up in 5 minutes. I know there’s some questions, if you have questions, you can drop them in the chat, we’ll make sure to answer them. Quick update on the project agent. So, we officially, and I’ll let Yannick demo it while I explain a few things. So, we officially launched the project agent in January. We demoed it a little bit in December and January, again.

Rosalie Chassat: From now on, we’ll always include a little update in every product update webinar on what’s new in the agent, so you can stay up to date.

Rosalie Chassat: I know some of you already installed the agent, which is fantastic. If you have already installed it, keep in mind that Project Agent versions are upgraded separately from the client package. So if you already installed it, you need to upgrade your agent to get the latest improvement, and the upgrade link can be found in the client community, same place where you can see the upgrade link for the client package.

Rosalie Chassat: The agent release notes will be available in the community eventually, but in the meantime, just send us a message, we’ll send you, like, more explanation on upgrade date, upgrade notes.

Rosalie Chassat: And if you’re not using the agent and you would like to use it, just manifest your interest somehow in the chat, say, hey, I want to know more. We’ll reach out to you after, or you can always send us an email.

Rosalie Chassat: So essentially, since we launched the project agent, we’re now on version, 0.3. We’ve done some, improvements, but now the biggest one is you can update project and tax fields directly using natural language. So actually, Yannick, can you tell us, like, you’ve asked a couple of things, what you’ve asked so far?

Yanick Abraham: Yep.

Yanick Abraham: And the first thing I’ve asked is, give me a project status for the name of my project, so, he can… he’s gonna also recommend some project if you don’t have the name perfectly. And then it brings back some, the status, the percentage complete, budgeted cost, actual cost, so it returned me pretty much all the good information. Go live.

Yanick Abraham: date as well. There’s quite often… usually there’s a link as well, so you can click and access it directly. Then I’ve asked him what’s the task in the project, and then it returned me, the different tasks.

Yanick Abraham: That we have, and you can see that this is something we have implemented, so you need to be aware. We’re just to make sure that we’re… there’s a question of token, context, and everything with AI, so we’re returning by batch of 10, so if you want to have more, you can just always say, show more. I’ve asked if, what’s the description of my project? There’s none, so the minus question is, I can say, for example.

Yanick Abraham: Based on the task name of my project.

Yanick Abraham: suggest a description, and then I could just ask him to update that description. You can ask him to create tasks as well, so you can say, add a task to that project. You can ask him how many times I’ve been logged on my project. We already seen it here, but you can even ask by whom, so in this specific case, we had 305 hours logged, but you can ask by whom.

Yanick Abraham: And it’s gonna return that information.

Yanick Abraham: So, it’s interesting,

Yanick Abraham: it’s interesting to just explore what you can do with it. It’s version 0.3, like you said, Rose. The speed, and sometimes it’s very fast, sometimes it’s a bit slower, but it’s like any other AI. We’re gonna continue to improve it. The next… we’re going to look at Roadmap, I’m guessing, Rosalie, so…

Rosalie Chassat: Yeah, yeah, for the agent, normally the next version of the agent should be released, at the same time that the version 50.3, 51.3 for a client.

Rosalie Chassat: So yeah, do share your feedback so we can incorporate in the roadmap. And speaking of, ideas and roadmap, before we wrap… we wrap up, we just want to share the roadmap, as always. So you can see version 51.2 will be GA next week, and then 51.3 will be GA first of April. So next webinar, we will do it again. It will probably be in beta state, and we’ll do it on that version.

Rosalie Chassat: Couple of things, because I won’t go through everything, but you can see the little robot emoji there, which is what’s coming, for, the agent.

Rosalie Chassat: Couple of things I want to mention is highly requested one, the undo, redo in the workspace, that’s coming. I think a lot of people are asking for that. In my timesheet as well, for everyone using the Google Outlook, Google or Outlook integration, we’re doing grouped rows, which is something I personally ask, and a lot of people on the team ask.

Rosalie Chassat: So that’s coming, and we’re also working on a touchpoint agent, which is another separate agent than the project agent. I don’t want to say more, but it should help you do customer follow-ups and touchpoints. So,

Rosalie Chassat: Coming soon. Beyond that, there’s a lot more in motion. You can check our roadmap on the website. I do encourage you to vote for your favorite ideas, as always, so we currently have 16 ideas for you to vote. We added 4 new ones just this month, so make sure after the webinar you take a couple of minutes and just go through them. You can filter, sort them to see the newest one at the top.

Rosalie Chassat: So yeah, you can see the list there, and one of them I want to put your attention, we have the Snap Workspace preset functionality we want to add, so if there’s enough vote, we’ll do it.

Rosalie Chassat: And then, conclusion, yeah, quick updates, two things we want to update you on, and we’re at 45, you need to drop, it’s fine. But, our client time, client, Jira time tracking app, is now available on the Atlassian Marketplace. We will drop the link in the chat, so if you are using Jira, and you’re thinking, maybe we want to test this out, there’s a 30-day trial, free trial.

Rosalie Chassat: So you just click the link, follow the instructions, you can let us know if you have any questions. Second thing is…

Rosalie Chassat: Two weeks ago now, we launched a new customer Slack channel, where we share product update, upcoming features, key announcements, I usually post a couple of interesting things, so if you want to stay up to date and you’re big Slack users, make sure you… you can ask in the chat or ask in support if you want us to invite you if we haven’t invited you yet.

Rosalie Chassat: And finally, I invite you to register to our next webinar, which will be March 26, so in 5 weeks, again, Thursday at 11 a.m. EST. We will be sending a follow-up email after today. I will include answers to most of the questions that went through the chat.

Rosalie Chassat: And a couple of useful links. I see there was some question. If you have some questions, we’ll stop the recording, but you can add them in the chat, still.

Rosalie Chassat: And then before, we finish up, I will just, put… maybe I should have put it before.

Yanick Abraham: My bad, sorry, I’ve talked too much. I got excited with the Snap Workspace.

Rosalie Chassat: We put the… but it’s okay, because customers are really excited about the Stop Workplace. We put the, survey here. I know there was, well, quite a lot of, first-time webinar attendees, so we’re particularly, interested in your feedback, if you can take a couple of seconds.

Rosalie Chassat: We do know we speak really fast. You can still mention it in the feedback, but we are aware. And yeah, otherwise, was there anything else you wanted to add, Yannick, to finish off the webinar?

Yanick Abraham: We’re late, so thank you very much, everyone. It’s been a pleasure.

Rosalie Chassat: All right, I will stop the recording, but leave it, on.

Yanick Abraham: you, everyone.

Rosalie Chassat: No.