Rosalie Chassat: Hello, everyone! Welcome to today’s client, Webinar, if you can hear us and see us, please go in the chat. Say, Hi, let us know where you’re joining, from, what weather you’re having. We are live from Montreal and Montreal. The weather is not great today, right? Jenny. Rosalie Chassat: Summer has not started yet. Rosalie Chassat: So I don’t know about everyone else in the webinar. But hopefully, we manage to brighten our day today with the webinar. Right? Rosalie Chassat: Alright. Let’s get started Rosalie Chassat: alright. So today, for our May product update webinar we will be talking about version 50.3 point 2, which was released last week. As always, we will have myself. Customer success manager. We will have Yannick as well. That is our CEO. Hi, Yannick. Yanick Abraham: Hello! Was that he. Rosalie Chassat: Hi, and we will have Isabel as well in our customer success team. That will be manning the chat. And if you have any questions as well. Rosalie Chassat: Alright. As always how to be a great webinar participant. What you need to do just make sure you participate to our polls. We’ll have a couple today. Use the react button as well. We talk about a lot of things. It can go really quickly if you’re able to just send us some emojis that you’re liking. What we talk about, or you don’t like. You can do that as well. It’s no worries, and then make sure to use the QA. To ask Rosalie Chassat: questions, and otherwise the chat as well. You can ask those questions in the chat for everybody or just to us. That’s no worries. We’ll try as much as possible to answer the questions today, but if we’re not able to, we will reach out to you afterwards. Rosalie Chassat: Perfect alright! What do we have on the agenda for today? So we’ll talk about the new features and improvements from 50.3 point 2 like I mentioned. Then we’ll talk a little bit about ideas voting. We’ve done that last 2 webinars. So we just continue doing that every webinar now and we’ll touch on our product roadmap as well, and then we’ll finish off little conclusion. Best practice, etc. Rosalie Chassat: Perfect. Alright. So just a reminder. We talked about the release notes every time, but you can access those from our community. We’ve started adding some emojis. We’ve mentioned that previously, but we’ve added a legend. At the top of the release notes. Now. So Rosalie Chassat: at least you can know what the emojis mean. So we have the upgrade consideration. Emoji customer submitted ideas and hot stuff. Hot stuff which we consider like our favorite features are really cool ones. They’re all cool, but the fire, Emoji is what it’s for and for the upgrade consideration. That’s gonna allow you to do a quick search. So when you’re upgrading, if you want to know what’s most important, what you need to do on your end as a system admin. Rosalie Chassat: Just search for that emoji, and it’s gonna show you all the most relevant notes there. Rosalie Chassat: perfect. So now let’s have a look at our full list. Thank you. Yannick. We’ll be looking at some things around Project import wizard, the workspace resource planner, which are 2 main interfaces, and then my time sheet Rosalie Chassat: and what we’ll do before moving forward. Actually, let’s start with our 1st poll that I usually do for the webinar attendance. Sorry I missed that one. So yeah, we just wanna know if this is your 1st webinar. Sorry I keep that one, but I know we have a lot of new customers that join the client in the last few weeks, so maybe we have a couple of new Rosalie Chassat: people. We just have regulars today, mostly. Rosalie Chassat: Alright perfect. Thank you so much. Yeah, so welcome back to everyone, then. Rosalie Chassat: And let’s do our Rosalie Chassat: perfect. Let’s do our other poll, which is, let me see, add that one perfect. So this is gonna be for our 1st feature that we talk about today. The Project import Wizard. Rosalie Chassat: and we’re just curious to know if one you’re using templates because the Project import Wizard is for templates. And then 2, Rosalie Chassat: how you’re creating your projects if you’re doing it manually. So create new project. And then you select all the attributes. Or if you’re doing automatically. So maybe you have some flows in the background when something happens in your organization, then boom automatically, the project is created. We’re just curious because this specific feature is very relevant for people that are creating projects automatically right now. So I’ll leave you a couple of seconds. And it looks like right now Rosalie Chassat: we have. Most people, I would say, are either creating manually or having a mix of manual and automatic. So that’s. Yanick Abraham: So we’ll we’ll cover both scenario and yeah, it’s gonna be a great feature to showcase. Thank you very much. We’re ready to move on into that feature. Demo. Rosalie Chassat: Yep, let’s do it. Yanick Abraham: Perfect. So Yanick Abraham: I’m on my own screen. Now, one thing I want to point out is that we do include in our advisory bar that you can drop anywhere but in the homepage. It’s a great place to drop it, and from there you can access directly our release notes, so that new legend you’ve mentioned about, and some you have the legend on top here. Yanick Abraham: and for people that are upgrading, you want to focus on those emojis like, we said. Those are maybe fields. You need to add on the page. Maybe it’s new button you need to show to some of your users. Yanick Abraham: So those are great consideration. And, for example, if I’m clicking on this one here that we’re gonna be looking into, you have this one. I considered my my odd one. It’s a new scheduling mode that we’re introducing. So we can access this directly from client interface. Yanick Abraham: Perfect. Okay? So the feature for today, we’re gonna be working out of this project play around core module implementation. If we’re looking at the structure of this project, it’s a it’s a project at this point that is already in pipeline, but only in pipeline and still in the sales process. But you know everything I’m gonna talk about applies for live project, too. Yanick Abraham: and we have a simple structure with milestones. We have a monitor task that’s going to come handy when we’re going to talk about that time based scheduling in a few minutes. So this is the structure of my project. And what I want to show at this point is that we have that button here that we’ve relabeled. It was a test template before. So now it’s project import, wizard. Yanick Abraham: when you click on it. It’s going to bring you the same interface that you saw in the Project import Wizard, when you’re creating a new project where you can pick any project template. Yanick Abraham: but also any kind of task template. So let’s say, this project has already been created the 1st one I was looking at the core implementation. But I want to add, the customer is telling me during the sell cycle, or when I’m starting the project, I might be interested in Bundle 2 and bundle one as well, so you can easily select those add them here, either as whatever project, template, test, template, existing project. Yanick Abraham: and even from our marketplace, you can realign them for a second. This is going to be the order that they’re going to be appearing in your project. If I want to remove one, I can do it by doing this. It’s going to do that selection as I save now it’s going to add it Yanick Abraham: for the moment. That button adds it at the bottom of the existing project. Yanick Abraham: I’m gonna tell you about the next evolution of this as well when this finish loading and we’re gonna look back at our project. Rosalie Chassat: Yeah. And just to confirm, like we had the Wizard, we released that a couple of months ago. But what’s new? It’s now it’s available for everybody, no matter how you’re creating your Rosalie Chassat: project. Yanick Abraham: It’s really adding existing task on an existing project or an existing before it. Were you were only able to use it on the new project. Now you can do it on an existing project. So now, if I’m looking back at my workspace and I’m refreshing my interface, I’m gonna see at the bottom. I have new. All the tasks that were included in my template has been added at the bottom, so the Sas widget add on bundle one Yanick Abraham: with this dependency and everything. And then I can link that. Let’s say, we want to do this just after the bill, we’re gonna start that implementation, let’s say, and then we’re Yanick Abraham: not going out gonna train or do the Qa. Before. So you can just realign everything in your project the way you want it, and it includes, like it does on all our import. Everything related to the task, the description, the amount, the billing project, assignment, estimated hours, all everything has been carried out. Rosalie Chassat: Yeah. And if I can add something as well, if you are creating your product automatically, and you haven’t leveraged their wizard much lately. Maybe that’s a to do. List on your end. Like to start creating those task templates, making sure you have those descriptions as well. And even if you go in a release note and you do a quick control search for wizard. You’re gonna find all our previous release notes that are about the wizards, and then you can see all the functionalities that are related to that that you may want to start leveraging. Now that this is possible. Yanick Abraham: And maybe you’ve seen it be when you’re using a test, template one of the good way of configuring a test template. It’s to have a parent task that’s gonna hold all the tasks within your test template. So not when it got added, it was added at the bottom completely here. Yanick Abraham: But it was already grouped like this. So it’s very easy for me just to move it around my project and position it elsewhere, and it holds everything together. You can even eventually remove those parent tasks if you don’t need them. But that’s a proper way of structuring task templates. Yanick Abraham: Correct? Good. Yanick Abraham: Yeah. Rosalie Chassat: On to the next. Yanick Abraham: To the agenda. So next will be the some text alignment on our text field. So Rta means rich text area. So those are the one that you can put bolds or links and things like that where we have now a note to save. And we’re gonna be talking a little bit about the assignment view. Ui, that we didn’t show, I think, in the all the latest webinar or product webinar small improvement. But we’re gonna discuss this specific functionality, which is very Yanick Abraham: efficient. Okay? So you remember, default text alignment. Okay? So Yanick Abraham: I’m going to switch now to my preset estimation. So when I’m estimating a project, I want to just have a few columns only the column I have now. It’s my project name, and so I can easily add task here, but I also have my description field. The way that my preset is set is that I’m only seeing the field length. I’m not seeing it wrap, but if we recall, we can wrap text as well. Rosalie Chassat: Future previously one before, I think. Yanick Abraham: I’m sorry. Rosalie Chassat: Yeah. The wrapping was added. The few Yanick Abraham: Yeah, it was one of your favorite art that we didn’t put any today. This is it the the thing, though, is that in the previous release. It was all center aligned. So we were applying Yanick Abraham: a filter on top that was centering it. So now we’re respecting the order. So if you have a what you feel as some left alignment like this, it’s going to be respected. But let’s say you want to center this information in the page. And let me just do 2 like this. Now, it’s going to respect that information as well. Okay, so that’s the key thing about that Yanick Abraham: formatting fields. It’s it looks like it’s supposed to and intended to so align as per the rich text area to open this up. I just double click for people who was wondering and to wrap it. I just right click on the editor and select wrap product. Rosalie Chassat: I think, for anyone that had bullets or numbers numbering in their description field. That’s really nice to have it left an icon. Yeah. Yanick Abraham: So. Yanick Abraham: okay, so next one rich text area field auto, save. So that’s another cool thing. Okay, so the purpose. And do you form just talking about the feature itself is that let’s say you’re during a sales cycle the customer is asking about adding an add-on bundle like we just did. Yanick Abraham: But you also want to take. He’s also talking about some specific configuration information that you want to add. So a requirements, new requirements, you can easily open up that description field and take notes and say, okay for that bundle. He wants a connection to an existing system and Yanick Abraham: taking notes. It’s key when you’re doing an interview and taking requirements. But Yanick Abraham: forgetting to save, it’s really problematic. And that was something that within salesforce and within client. Sometime, if you forget, and you close your browser, you might loss if you haven’t saved. So the cool feature we’ve added now, so it’s auto saving. So every I think it’s 3 or 5 seconds. Everything I’m typing is going to be saved in the description field. So I’m never, never gonna drop any notes I’ve already taken, and this becomes a Yanick Abraham: real tool that you can use during requirement gathering phase for me. It always kind of stopped me of using some of those fields. Because I need to always remember of saving. And when you’re doing a sales call switching between screens, you’re gonna forget. So now, it’s not a problem anymore. So it auto save and then by doing done so. Yanick Abraham: use it during requirements. Gathering, have client open. When a customer talk to you during project meetings, so you can add tasks. The description of new functionality once. So this is the purpose of that auto, save. Rosalie Chassat: Perfect. There’s really no excuse now for not using the description field. Maybe we’ll start using it more as well. Alright. Yanick Abraham: I see on the the web chat. It’s this is only saving the description field. So it’s really an auto, save here for everything else. It’s already auto saving. So if I, it’s all live data, right? So like, if I do 8 now, it’s 8 everywhere in the system. It’s just those those text fields before we had a save button and a cancel button. Now we just have auto, save Yanick Abraham: if you made something by mistake, just do a undo control Z, and then you’re gonna be backtracking. But the auto save functionality is, that’s it. Yanick Abraham: Now it’s for that autosave. It’s only on the description field. It’s not on the other text, field the other text field as soon as you hit enter. So let’s say I’ve in my next step field Yanick Abraham: sent to you. Yanick Abraham: So let’s say my next step feel if I’m entering information as soon as I press enter. It’s auto saving, so there’s no additional ui. This one is because there’s a pop up because it’s a rich text field, and you need to edit. So it’s applying that I’m not sure if the question. The other question were for everyone. So I was answering those questions in the chat. Rosalie Chassat: Yeah. Rosalie Chassat: perfect for the next one. Let me just launch a little poll for the assignment view. So we thought, because we’re talking about assignment view. Let’s do a quick poll and see if people are actually using that view or not. So we’re talking. This view is in the workspace in the workspace. You have the grid view, the timeline view. The assignment is where you see columns for the different resources. So we’re just curious to know if people in the webinar are using that view or not? Rosalie Chassat: And it looks like people are using it mostly so. Yanick Abraham: Perfect awesome. I’m I’m glad you use it. I think this is Yanick Abraham: very insightful to have that view, and it’s giving you a lot of flexibility in terms of scheduling and estimating at the beginning of a project the the different Yanick Abraham: scheduled hours. So 1st thing is that you can see here on the grid. If I am selecting selecting the assignment configuration, I’m gonna have my left left side, my grid, and on the right side. Now I have my project assignments Yanick Abraham: that are associated. So you can see here I have a project manager and a solution admin. So that’s why. And I can see there’s 16 h that’s been assigned to the solution. Admin and 8 to the project manager can reorder, and the options are. If I right click, I can do some stuff. I can even change their build rate. Yanick Abraham: If I’m editing. I can even change a bill rate if I have to change the bill rate on that specific resource, and it does calculate hours and schedule revenue. So it’s very useful. The improvement, though it’s a Yanick Abraham: pretty much the visibility of it before the just the lines. Here they were not as visually, the contrast was less so. It was a bit more difficult. So we’ve improved a little bit the layout of it, but I was. Yanick Abraham: I thought that was good showcasing, that the ui is because it’s been a while that we didn’t show it to Yanick Abraham: during one of those webinars. Rosalie Chassat: Perfect. Yanick Abraham: Simple improvement. But that’s gonna really help people that are using it. And I’m happy to hear that a lot of people on this call are using it. Rosalie Chassat: The workspace is looking nice and nicer just 6 months ago was like completely different thing. So Rosalie Chassat: let’s continue on that end. Perfect. I think we’re ready for the next feature for Preset. Yanick Abraham: There’s a question on the workspace. So any custom the question was, would it be possible to allow the option to add custom field to view in the workspace you. You can already do it. It’s just you need to edit the field set of your the task object. And by editing the field set. You can put any custom field you have on project or tasks with 2 different field set, but just by updating it you can absolutely add your custom field. So, Darian, if you Yanick Abraham: you can write to support if you need help setting this up. But absolutely, you can add custom field. Yanick Abraham: Okay, so let’s go back to our slide. Yanick Abraham: Okay, next one is the workspace resource planner. We’ve added some sharing information or sharing options for our preset. Yanick Abraham: I’m here any preset that I have I can share if you recall so. And we’ve introduced a few more new functionality in a latest release Yanick Abraham: for people that have a customer community. Yanick Abraham: Now, you have more options, so you can either share to only your internal project resource, that specific preset so meaning that you’re gonna exclude every customer community user that you might have. Or you can just share to those community user. And please remember that if you’re using our community. You should have the community plus licenses, if not, come and see us Yanick Abraham: because of the sharing. This is a requirement for sharing presets. It needs to be the plus side of things. But we have those 2 new options that’s giving you more control. And to make sure that you don’t expose any Yanick Abraham: preset to your customer community. Now you just have to select this one here, all your internal resource, and this will take care of it. Rosalie Chassat: And this is also available in the resource planner, because you can also share presets in the resource planner. So it’s the same thing. Yanick Abraham: Yep, exactly. Rosalie Chassat: Perfect. Yanick Abraham: Yeah. Yanick Abraham: Tuttuk, my schedule. Rosalie Chassat: Yep. Yanick Abraham: My schedule supporting preset. So this my schedule? It’s Yanick Abraham: I love this ui on the homepage. I love our new home page because seriously. When you’re delivering a project, you have everything you need on a single Yanick Abraham: project, front or dashboard, or I’m not sure to call it. But in one view, and looking at my schedule, is that ui that’s filtering out on just the assignments that you have in this case, I can see that I have my 19 h of schedule this week 13 next week I have some vacation coming over over as well. And you add those option. But, for example, if you want to add the empty rows Yanick Abraham: in the past, you were not able to save it. Now we’ve re brought back the presets on this specific page as well. So now you can easily save your presets and create new one. So I might just want to look at my active projects. So nothing that is in the cell cycle. And this way I can see only my, because I’ve applied a few Yanick Abraham: filter preset in here. So Yanick Abraham: yeah, so that’s the purpose of having those preset on the my schedule page to again simplify your life. So when you’re gonna learn always on the same one, and if you want to see your workload in a different lenses, you can just switch it easily. Rosalie Chassat: Yeah. And this is a home page that needs to be configured unless you’re very new customer. So if you don’t see this setup on your end, and you want to have this set up, you can reach out to our team will help you set it up. It’s pretty straightforward and simple. But if you wanna take advantage of this new feature, Yanick Abraham: And I think there’s 2 things that we’re covering in the release notes. I think we’re we’ve put a screenshot of what it is. And on the e-learning. If I recall Jose, we have one about the homepage, and we kind of showcase those layouts so you can just Yanick Abraham: copy it and do it. Ask your salesforce admin to do it. Rosalie Chassat: Yeah, maybe we can drop it in the in the chat, the the link to that course. Yeah. Yanick Abraham: Thanks. Yanick Abraham: Yeah. So next thing resource planner we were in the resource planner. But with my schedule. And now and now we’re we’re gonna look at this, a new, some enhancement and displaying some value. So on regards to the actual hours, but also the concept of hours and percentages we offer those value. And now we’ve adding, we’ve added more Yanick Abraham: level where you can see those value. And again, this is available on all our workspace. Okay? So now you can see in, let me just collapse this here. Yanick Abraham: So this you might have seen. So though you can now see the number of hours, 19 h. It’s which is 48%, because I’m based on the 40 h week. But if I’m was based on a 30 h week, it would take that into account. Yanick Abraham: and it’s showing me both value at the same time in the past, though we were only doing it on one level. Now we’re doing it on every level. So we can. We can see it on the project side of things, and you can even see it on the task side of things. So we brought those percentages available on every level. So this way, you can really see what’s building up your cases, not just by hours, but by percentages as well. Yanick Abraham: So that’s 1 of the the 2, the one the other one was display actual hours so the actual hours I can. For example, let me just go back one week. Yanick Abraham: So the actual hours now we’ve included a small icon here that’s showing the number of hours log. And you again, you show it. And maybe this one is going to be better if I go on my global resource planner. So let me switch to that global planner. Yanick Abraham: And again, I’m gonna do display actual hours. Yanick Abraham: And I’m gonna go back one. Yanick Abraham: So you can see for for Roxanne that I’ve logged 17 h this week 38 last week, and I can see the breakdown again per project, and if and also per task, so you can see those breakdown of logged hours. So again, it’s just a question of bringing more visibility, more control. So we can interpret and see those value. And we’ve put the icon to show you Yanick Abraham: the difference between our different labels. Yanick Abraham: I’m not sure if I was clear on that one I was already any Rosalie Chassat: Yeah, we’ve made a lot of little tweaks to the resource planner. Every release. We have something else. So yeah, I think it makes sense, and if there’s anything else that’s missing or visibility things that you’re still missing for being able to be efficient, let let us know. Reach out to our support team, and we’ll look at as a feature request. But these are nice things. I think our customers were. Yanick Abraham: Well, I think the high level is good, but then, when you want to slice and dice and see a bit deeper, now, we have all those level coming in. And there’s still small improvement that’s gonna come. So visibility wise. For example, I think we’re gonna add a space to make it a bit better. There’s still some tweak we’re gonna be doing in in this thing. But yeah, it’s giving you the granularity you need now to interpret your different project on every level, either on the global resource planner on my schedule or Yanick Abraham: the way you want to slice and dice it. Rosalie Chassat: Yeah. And I think we had the question as well if it was possible to download the resource planner in Csv file. I don’t think it is now, but it is possible for those who are not aware to download it, not in Csv, but we can definitely log it. Yanick Abraham: I would be curious to know why you. Rosalie Chassat: You wanna do? Yeah. Yanick Abraham: Yeah, yeah, maybe it’s to use it in a bi system. But at least you could probably do it with the records instead. Yanick Abraham: Okay, so going to the next one time-based scheduling. Yanick Abraham: Okay, so this is Yanick Abraham: this is another great improvement we’re doing to the platform in terms of scheduling. So it’s 1 of our new scheduling mode that we’ve been talking a lot in the past. So if I wanna do, let me get a concrete example. So Yanick Abraham: yeah, switch back. I don’t wanna see the actual hours. But I wanna I don’t wanna hide the empty rows in this case. So I have my monitor task that in the product we were a project we were looking at before. If you recall so it’s a task that I want. My staff or my team or myself to spend 5 h per week, let’s say, for the next 3 weeks Yanick Abraham: on this monitoring task. Okay, so that’s the one of the use case. Now, what I can do and let me switch to the day view for this. It’s gonna be a bit simpler. Let me center to today. Yanick Abraham: And so I’m going to talk from next week. I’m gonna for the next 3 week. I’m gonna select this task. Yanick Abraham: So and what we’ve added, you can see here on top, we have a new tab. Okay? So the old, the way of doing it before with that ui still remain. We’re just adding new ways of doing things on that new tab. And we’re going to be adding more mode. And at some point we’re gonna reconciliate, console. Yanick Abraham: consolidate the 1st tab here, but for now you have that new one, if you want to try it out and use it. And the concept is that between those dates I’ve selected. I wanna assign 5 h per week, so you can do per day per week per month per quarter, and you have a selection as well. Of which status is it? Soft book, is it? Book is? It’s a project that is in sales and a checkbox. That’s considering the time off. Okay. So Yanick Abraham: what I’m gonna do is actually let me do 30 h per per week. And that’s monitoring task for those 3 week. So now, what it’s gonna do. It’s it’s gonna create that schedule. And it’s gonna respect my 30 h for those 3 weeks. And you see that there’s a different breakdown. So here for the week, 2 and 3, I have 6 h per day. Yanick Abraham: which 5 times 5 it’s 30. But because I said respect holiday and Memorial Day. It’s next Monday. Yanick Abraham: It skipped Monday, but it increased the number of hours to total 30 h on the next following days. So this is the logic for this. And again, if I say, okay, then I’m gonna start with this. And then for the next month we’re gonna be doing only this week. Here I’m gonna do another. Yanick Abraham: Actually, let me just go another week deeper. Yanick Abraham: let’s say, for those 2 weeks here the scenario now is gonna be Yanick Abraham: 5 h per week, not 30, Yanick Abraham: and I want you to schedule one hours Yanick Abraham: per day. So it it did schedule here. Yanick Abraham: It will set the number of hours, for now it needs to be the exact same amount. So 5 5. So now it’s gonna schedule 5 h, one hours per day for those 2 weeks in here. Yanick Abraham: Yeah. But you can see it because I’ve on this mode because I fixed the one hours. It skipped Yanick Abraham: my holiday and it it didn’t redistribute, because I forced one hours per day at the bottom. So and this is, maybe we, we require some feedback about some of those subtility, just maybe to. I think it’s a proper behavior. We’re gonna be discussing other behavior and improving this as well. Rosalie Chassat: Perfect. Yanick Abraham: Right. Rosalie Chassat: Yeah. And this is the 1st iteration. So yeah, try it out. Give us your feedback, and then you’ll probably see the notification coming in the next release. If it makes sense. Yanick Abraham: So yeah, this is good. And again, it groups everything. Right? So if I say, no, I don’t want to delete this specific group. I can just right click. And it’s gonna delete only the blue one. It’s gonna relieve my previous one. I did. So this is how you play with that new mode. And again, it’s gonna align my dates based on what I’ve now set. So now my monitor task is, if I’m going back to my timeline execution oops! Yanick Abraham: It’s quick Yanick Abraham: now. My monitor task is gonna be sitting where I selected so for the next 3 weeks, like I just did. But if I book more at the in the future, it would also change those dates in. Yanick Abraham: This is, this is a 1 new, great addition to our scheduling when we’re we’ve been waiting for this for a long time. So now they coming. Rosalie Chassat: Yeah. And if you want to leverage that checkbox for the time off in the holidays, then make sure that in your or you actually configured your time off and holidays. So not everyone is using that. But if you want to use that checkbox, you would have to do that in the 1st Yanick Abraham: And I didn’t explain the behavior if you uncheck it. So if you uncheck it, it’s gonna still plan hours on the day that you’re off. So this is what you’re gonna do. So it’s gonna just Yanick Abraham: still and don’t do anything because of your audience. Yanick Abraham: Okay, the and the last thing we want to show on the demo. It’s on the time sheet, and that’s again it’s another Yanick Abraham: productivity tool. So you don’t have to save, and that every time you’re coming back you’re gonna have the best view possible. So if I’m going to my time sheet Yanick Abraham: and depending on how it’s set up, it might be looking a little bit different than mine. Maybe you have more columns and maybe less. Yanick Abraham: Maybe you don’t have 4 toggles. Maybe there’s 6, so there’s a few settings to enable more of those stuff. The previous behavior is that you wouldn’t. You add to Yanick Abraham: recheck or uncheck your component and your your toggles every time you were loading my time sheet. So now what the system does? Let’s say I’m leaving all those, and set up like this, and I refresh my page just gonna recall my last settings, and it’s gonna load with the same toggle on and the same view. So if I’m I prefer having my comments, mode, view instead of my Yanick Abraham: standard task view, I can have it load every time I select those checkbox or toggles. Rosalie Chassat: Nice. Yanick Abraham: So yeah simple thing. But again, you don’t wanna be need to have. Rosalie Chassat: Maybe he’s just too quick. Yanick Abraham: We’re also in the next release or the one after. We’re also improving the layouts of the timesheet. So it’s gonna be even more responsive. So again, this another ui investing to. Yanick Abraham: We all know that it’s not your favorite thing of the week to do your timesheet. But at least, we’re gonna make it the Yanick Abraham: efficient. Rosalie Chassat: Perfect. So yeah, that was our last one. And of course, on the next slide. Yannick, we’ve included as well a couple extra ones that we have less notable that we haven’t talked about today. But after the presentation we’ll share we’ll share the slide deck, and then you can click on each one to Rosalie Chassat: View the links. I’m just gonna finish with, a little poll. Yeah, let’s do it for our new features and upgrade just based on what we’ve talked about today. So I’ve added the list of all the features we’ve mentioned. We’re just curious to know which ones you’re most excited about. And then we wanna know if you have already upgraded or not, and I already see some votes for the time based scheduling which makes sense. Rosalie Chassat: I think a lot of people that join our webinars are heavily interested in a resource planner and are using it a lot. So anything, any improvement that are related? Yeah, that’s what I’m seeing. So all the features that are most exciting is all the time based scheduling everything related to the resource planner. So that makes Rosalie Chassat: a lot of sense and. Yanick Abraham: That’s why there was odd stuff next to it. Rosalie Chassat: Oh, that makes sense. Rosalie Chassat: It’s hot for us. It’s hot for other customers as well. Yeah, it looks. Yeah. And some project import wizards as well. Great cause. The project import Wizard. The 1st one we mentioned was one that the moment we released it it was available first, st just for a new project the moment we released it we got so much feedback on people that were like, Oh, my God, this is amazing! But we can’t use it yet because our projects are automatically created. So does make sense that people are excited about that one. Yanick Abraham: And I said I was going to mention something that’s on the roadmap. So now it’s a button on the project for that word wizard. But eventually you’re gonna be able to right click here and say, insert test, template, and it’s gonna insert that test template directly where below, where you’ve right clicked. So this is something we’re gonna add. So now it’s a button on the project. Eventually, it’s going to be integrated in the Yanick Abraham: workspace. Also. Rosalie Chassat: Perfect. Nice. Rosalie Chassat: Alright, okay. So let’s move on to our next section. I’m gonna end this poll perfect. Alright. So Rosalie Chassat: in the next section. We want to talk a little bit about our roadmap and ideas voting. So now we’re on our 3rd time that we’re asking you to vote for ideas. So this month we’ve retained 3 ideas. So in the past month you’ve been voting for your favorite ones. These are the 3 most popular ones, and they’ve already been added to our roadmap. So just a quick recap on what those are. So the 1st one my time sheet full week time off, or to submit it. Approve. Rosalie Chassat: So this is just we have some customers that again just don’t want to have people to submit their time off if they are not working that full week. So they’re not working. So they’re not gonna do that so we’ll release that soon, because we had some requests from customers. Yanick Abraham: It was a 2 step process. You had to submit and get your time off. Approve, and then you needed to still submit your time sheet, so this would like, submit a time sheet for you, so you don’t have to do it. So while you’re in vacation, you don’t need to remember. Rosalie Chassat: And especially if you had the missing time sheet notification configured. Then people in vacation. We’re getting that notification, and they were like already, submitted my time off. Why do I have to submit my time sheet? So this is solving everything. Yanick Abraham: Yeah, everything. Yanick Abraham: Then do everything. Rosalie Chassat: We have also missing time sheet notification to use email templates. So this is a request. Again, we had from people using the missing timesheet notification feature. You’ll be able to do some branding, maybe add logo custom messaging some links. So this is a request. Again, we got from customers. Yanick Abraham: We have a few people from that customer. Apr. Not on this call. So this is for you. Rosalie Chassat: Maybe that. Yanick Abraham: You’re welcome. Rosalie Chassat: Coming from the. Rosalie Chassat: And then the 3rd one that we’ve retained. Research. Planner is a new filter. Actually. So I feel like every release. We add a new filter in the resource planner, but we had the request for being able to filter by project type, so this will officially be developed by our team. Yay, so those were the 3 that one. And then because we are removing 3 from the ideas because they’re being developed. Rosalie Chassat: we’ve added 3 new ideas for voting. So if you yeah, 1, st one display multi select pick lists as checkbox in the new project page. So this is when you’re creating a project. And these are ideas. They’re not developed yet. They’re up for voting. So if any of these 3 are interesting to you, then next step is voting for them. So this is when you’re creating new projects. Rosalie Chassat: I’m just making the whole process of selecting your different options easier. So that’s 1 Rosalie Chassat: the second one enhance estimates, cost and revenue at completion. Maybe. Yannick, you want to talk a little bit about that one. Yanick Abraham: Yeah, the those 2 fields estimated cost as completion and revenue at completion. They were calculated, based, they are calculated, based on scheduled hours only, and schedule revenue only, and didn’t take into account the time logged so for past hours you should. We should take the hours log, and not the schedule hours for the future. We should take the schedule hours so to be to align this. So Yanick Abraham: it’s a bit more complex. But I think it makes sense to make that change. I just wanna make sure if some of you guys are using it. And if it would be helpful. Rosalie Chassat: Perfect. And the last one is, if you are using our expenses, interface. One idea we want to submit is the ability to include Pdf files. As expense receipt an invoice Pdf, right now, it’s only allowing you image file. So we want to know if that would be something helpful. Rosalie Chassat: If they are coming as ideas, it’s because someone has submitted it in the 1st place. But then, now they’re up for vote. Rosalie Chassat: So those are for the 3 as a reminder, let’s just recap how you can vote for these. So after the webinar right after this is your next step log into the community. Go to our ideas, Tab. Rosalie Chassat: Then you’ll see all our we have around 20 ideas. You can use the sorting option on the right. You can. If you filter by recent. If you sort by recent, then you’ll see those new ones we’ve talked about at the top, you can vote for them. If they’re relevant, you can see the full description as well. You can also sort by which ones are more popular. If you’re curious to know Rosalie Chassat: and then on the left side, you also have categories. So if you’re using specific interface you can just click on that one, and you’ll see all the ideas that are related to it. And as always, of course, you can submit new ideas. Some of them are already submitted in the chat from today. So we’ll log these. But as well, just by reaching out to our support team. Yeah. Rosalie Chassat: So let’s continue voting perfect, and then. Yanick Abraham: We love this great idea that are being submitted, and we’re delivering fast, as you can see now, some of these 7 that were selected on the last webinar. Some are pretty much ready to release and to get you. So it’s a few weeks where our product team is very efficient. Rosalie Chassat: Yeah. So, and speaking of our next release, so the next one will be available. June 10.th So that’s in like 3 weeks, just in time for our next webinar version 50 point 4. And yeah, you can see all of these at the top. So currently being developed. Rosalie Chassat: more than half of them are winning ideas. So again, we’re moving really fast. And we’ve also added a little emoji, the new emoji. So you can see the 3 ideas that we’ve retained and will be developed have a new emoji, so you can see one of them is already coming very, very soon, and then, just to do a little recap on what’s coming on our next release? Rosalie Chassat: I’ll actually do a little poll, because we haven’t done that the last time. So just out of curiosity. And then maybe we can talk about the one that most popular so for the features that are coming, I think that’s not the right one. Actually. Rosalie Chassat: no, let me end that one. Never mind. Alright. So if there’s any of these ideas that you see on the next release that you have questions about. You want to know more. Just let us know in the chat. We’ll talk about it otherwise. Again we talked about the ideas tab from the community. We have the roadmap tab that you can see this full list. And we’ll talk about all of these on the next webinar anyways so Rosalie Chassat: perfect. Alright and then, before we end the webinar, just a couple of recap that we wanted to do for the next slide. Yannick Rosalie Chassat: Yup! Yup. Yanick Abraham: There might be just 2 more ideas we might be adding, and I think it’s worth mentioning it. But it’s not official, and that they’ve been added. But one is going to be multiple work schedule. I really want your feedback on this. So now your resource can only have one work schedule. So 8 h per week for 40 h. Yanick Abraham: and this is it. But the feature that we want you to vote on will be based on dates. So in summer my target is 30%. I’m going to work 30 h, and then I’m going to come pick up in September full time. So Yanick Abraham: please go vote on this one. I’m curious. I’m sure it’s just with the thumbs up we can see it. But when I know your feedback, and what I want is that when you’re comparing resource on the project resource planner, to show the now, we’re just showing the number of hours that those restaurants are assigned on. But the idea would be to show also the product project list. Yanick Abraham: So we can know which project. So this one might be more visual. We can explain later. But we might add those 2. And because it’s summer, it’s gonna be a Yanick Abraham: you have time, maybe to vote. And then before your next webinar, we can decide which one we’re gonna move ahead with. Rosalie Chassat: Yeah. So these 2 will be added. I’m assuming very shortly, let’s say, before the end of the week. So again, by sorting, but recent by recent. You’re gonna see those new ones that we haven’t talked about. Perfect. And then, in terms of best practices, these are the same best practice. We have every webinar. We just put them there so you can see them, and eventually they become just habits on your end. So make sure to upgrade every quarter. Rosalie Chassat: check out our new e-learning courses. Actually, that one I wanted to do a special mention. So we’ve seen. Actually, we released our e-learning in February. Now we’re in May. There’s more and more people doing those courses. So that’s great to see. I’m assuming there’s 1 person in the organization that does. It tells everybody else, and that’s why. Now we’re getting more and more people doing them. Be sure to continue doing the e-learning. We have the links Rosalie Chassat: for that in the Rosalie Chassat: in the slide deck. If you have any ideas of new e-learning course, you’d like to see as well, let us know. And then again, email, our support team make sure to follow us on Linkedin. We have a lot of really great content. More and more. In the last few weeks, new videos and new recap of the release as well. So be sure to follow us to see all of these reader Monthly Newsletter as well, and then make sure to book your next quarterly check in with our customer success manager, if you haven’t done so yet. Rosalie Chassat: And then just little webinar feedback for the end. If you well. Rosalie Chassat: if you like, our webinar don’t like a webinar, be sure to spend a couple of seconds just giving us some feedback. We do these for you. Our next webinar will be at the end of June. You can register already. Just go to our website. We have a section for the Webinars. You can register for the next one all the following ones as well. And otherwise we’ll send you invite invitation as well. And then, we’ll send a recap of today’s webinar follow up email Rosalie Chassat: for everyone that includes the recording and the presentation deck. So stay tuned for that, and otherwise. Yannick, did you want to add anything else. Yanick Abraham: Right on time. Love it. We’re gonna see each other. It’s gonna be sunny and hot outside, yeah. And with brand new set of features. Rosalie Chassat: Alright! Have a great day, everybody, and we’ll see you. Yanick Abraham: Everyone. Rosalie Chassat: Bye, bye, perfect.