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.

Rosalie Chassat: Alright, good morning, good afternoon, everyone, and welcome to our January

product update webinar. I’m Rosalie, your host for today, and joining me, as always, is Yannick. Hi,

Yannick!

Yanick Abraham: I was ready, IP 2026.

Rosalie Chassat: Thank you, you too. As always, if we go to the next slide, we also have Natalie that

will be… yeah, there we go. Natalie that will be manning the chat with us today, and the Q&A, helping

us answer any questions that you have. And quickly reminder before we start, on the next slide, we do

encourage you to participate to our polls.

Rosalie Chassat: Also, as we’re showing you different functionalities, please use the emojis to say

how excited you are about those.

Rosalie Chassat: And drop your question anytime in the chat and Q&A. And let’s get started with our

very first poll, if you can take a second to answer this. We want to know if this is your first client

webinar. And while you’re answering this, I just wanted to mention a quick resource that we have that

is new. Before we continue with the webinar. We just launched our new e-learning course.

Rosalie Chassat: called Client PSA Admin Foundations. Great starting point if you’re an admin or

supporting an admin team, so we’ll drop the link in the chat in case you’re interested, you can look at

that afterwards, we’ll include in a follow-up email, but just wanted to mention that. And really exciting,

we have a lot of new, customers joining, so hi everyone!

Yanick Abraham: Yeah, welcome.

Rosalie Chassat: Yeah, a lot, actually. New year, new resolutions. Love it. All right.

Rosalie Chassat: So, today we’re presenting version, 50.11.

Rosalie Chassat: All right. We’re presenting version 50.11, which was released last week on January

13th, yeah. And please note that version 51.1 was actually released today.

Rosalie Chassat: Which, it includes a couple of fixes on Outlook Sync and the Snap workspace. We

will mention it throughout the webinar if it’s relevant, but, today’s walkthrough really focused on 50.11.

Rosalie Chassat: Alright, yeah, let’s move on to the next section.

Yanick Abraham: A lot to cover.

Rosalie Chassat: You’re sending me those little… okay, got it! So, you may remember Clara, our client

live assistant and response agent that we launched last November. We talked about it briefly on that

webinar. As of this week, she can now help you find what you need inside our release notes.

Rosalie Chassat: faster. So, Yannick, can you show us, what that means?

Yanick Abraham: Yes, very exciting. So, yeah, Clara, she’s available from your website, it’s available,

it’s available, she’s available, not sure. And you can ask her a ton of questions, and now she’s

considering information regarding the release. So, for example, what are the upgrade considerations

for 5011? She’s going to be looking in our database, but now she’s able to provide you all

Yanick Abraham: all that information based on a different release notes. So, you see we have 6 today,

so we’re going to be covering those 6 during this webinar. But she also can provide you things like

what is the odd stuff from the last five releases, and now she’s going to also provide you a great list.

Yanick Abraham: And you will see that, that list also, and you have it on the upgrade consideration, but

you have all the description already, but if you want to look at the full link, you have access to that.And as soon as she’s gonna come up with those odd stuff, we have, like you mentioned, the Snap

workspace that’s coming in 50.0, so it’s gonna bring you to that, specific page for that Snap

workspace with all the documentation, so…

Yanick Abraham: Clara, she’s becoming very, very useful. She’s gonna also be able to help you a lot

more with documentation, and we have new stuff we’re gonna be advertising in the next webinar in

regards to our community and our documentation.

Rosalie Chassat: Perfect, and yeah, the direct links, I don’t know if you saw in the chat, we have direct

links to the release notes, which historically was really hard to get those, you had to copy-paste them

really manually, so hopefully it saves you some time next time you upgrade.

Rosalie Chassat: And all right, so let’s move on. Yeah, release notes and upgrade considerations. So,

version 50.11 has 6 upgrade considerations. We’ll walk you through those, as we demo, but you can

have the full list here. And this is what we’ll talk about, so I’ll pass the baton to Yannick for the demo

portion, but yeah, we’ll talk project workspace, task panel, Kanban, My Timesheet, which are the main

thing in

Rosalie Chassat: and resource planning, a few…

Yanick Abraham: A lot of, small improvement, but improvement that should help you go faster, and, to

be, that we can help you do more,

Yanick Abraham: Your business… help you run your business easier.

Yanick Abraham: So, we’re going to start with the project workspace. We’re introducing Teams for a

UI, and we are reintroducing the assignment UI with usability improvement. It’s something that we

haven’t covered in a long time, so I’m excited to show you that now it’s up to par with our other

interface in terms of usability.

Yanick Abraham: So the first thing we’re going to start with… sorry, I’m on the wrong page… we’ll go

back to the Global Workspace, and we’re going to talk about themes, so…

Yanick Abraham: You might notice already in this grid here that there’s some subtle change in terms

of the look and feel, but as soon as I’m gonna expand, maybe you’re gonna notice that we have

dropped the kind of sheet of paper icon that we had in the past, and the folder icon for the collapse.

Those have been removed.

Yanick Abraham: But let me dig in into this specific project, and so we can see more of the changes.

Let me open up my timeline and execution, so with the Gantt part. So you can see now that this Gantt

section has been also revamped.

Yanick Abraham: In terms of the, look and feel, so more a bit rounded box, a different color scheme.

Yanick Abraham: And those teams are being controlled by this picklist here, so we’re looking at

terrace now, but you can switch as well to a dark mode, so if you guys prefer a dark mode, you can

also put it in full screen, so it’s even darker. And we have a material mode as well that you can use,

which is a bit more suiting to the eye, and that’s gonna help you. We might introduce other teams.

Yanick Abraham: Other one that we just scrapped for this first release to keep with kind of the basic

one, but if you have some special requests.

Yanick Abraham: Don’t hesitate to share it, and we might be able to execute it.

Yanick Abraham: So those are…

Rosalie Chassat: Yeah, those ones you can save in your presets as well, as always. Do not every timethere’s something new in the workspace.

Yanick Abraham: Absolutely. Consistency.

Yanick Abraham: So now let’s switch to the assignment UI. So the assignment UI, it’s that on the right

side, and I think we have a survey as well, Rosadi, right?

Rosalie Chassat: We have a, yeah, a quick poll, after you show.

Yanick Abraham: Perfect. So, the idea of that assignment UI that you can trigger here from the listing,

you just need to pick Assignment UI, and it’s showing you all your resources that are assigned on your

project, so those are project assignment on top, and you can see there’s some rate, there’s some role,

you can even go ahead and edit those rates and role if you wanted to.

Yanick Abraham: But you can also see there is some hours listed, so those are estimated hours and

scheduled hours broken down by your people. You can see it here, so you can see, for example, that

Yanick Abraham: In this specific task, Roxanne has 8 hours for an estimated of 9. We’re gonna need a

genre for 1 hour, so I can easily go and add her schedule, add 1 hour or schedule it right here. I can

move, and this is what the improvement is all about. It’s about keyboard navigation and speed of

being able to change those values and go around that grid. This grid is very useful.

Yanick Abraham: When you do estimation at the beginning of a project, when you have, like, all…

maybe just estimated hours, but you want to break it down

Yanick Abraham: by role, so this is a perfect interface to do so. You can also right-click to add a

project assignment, to delete it, or move your cards, your columns from left to right. So this is the

assignment UI. If you haven’t been using it, please do. We haven’t been talking too much about it

because there was some of those glitches with the UI. You could use it, but it was a bit painful.

Yanick Abraham: Now it’s going very well, very excited, very happy about it.

Rosalie Chassat: Yeah, I think the one thing that, like, for me is, like, the bad… is, like, the image that

you have at the top, so before it was really, like, meh, now you have all the images, you can clearly see

who you’re assigning to those tasks, which is the… yeah, that’s one of the new things. Alright.

Rosalie Chassat: There was…

Yanick Abraham: Do you want to go at it with the poll before I move to the…

Rosalie Chassat: That’s fine, that’s fine.

Yanick Abraham: So, let’s move to the next one, which is the task assignment. So, you have that task

panel that you have from everywhere, in every one of our interfaces, you have access to that task

panel here. I’ve clicked the green panel here on the left, but if I click the resource page, I’m gonna…

the resource…

Yanick Abraham: icons, I’m gonna land into the schedule tab, where I see all my different resources

and with their hours.

Yanick Abraham: This is linked with your resource planner. As you all know, those are task

assignments, and you have a schedule underneath your assignments with the start and end date, and

the number of hours. Now we’ve introduced another menu here, which is the task assignment

schedule, to bring you all the flexibility and,

Yanick Abraham: possibility that we have in our other interface, being able to reschedule your

resource, so either based on our standard scheduling or time-based scheduling, so you can now applythose patterns directly from that task panel in here, instead of going into the resource planner, which

we used to have to do for task scheduling, a specific pattern. By default, it’s always doing the spread

across.

Yanick Abraham: peanut butter spreading, but now you are able to change that pattern directly from

that right side panel.

Rosalie Chassat: For that specific feature, by the way, I know assigning a resource can be a pain, or

there’s different ways to do it in client. If anyone starts using this new way, and this is, like, the way

they were waiting for, like, we love to hear that type of feedback, so please do share.

Yanick Abraham: And, I’ve checked with the development team again. We have a new mode as well to

making sure that the resource planner and the GAN don’t

Yanick Abraham: coming to conflict. We already have ways to do so, but we call it the prompt mode,

so it’s going to be a more proactive way of rescheduling your resource, so this, the development is

starting soon.

Yanick Abraham: So this is for the project workspace and the task panel.

Rosalie Chassat: Yep.

Yanick Abraham: Now, alongside the…

Yanick Abraham: project workspace, as you released in the previous release, I think, was that it?

Rosalie Chassat: Yeah, 50.9 in December, we released a public project workspace, yeah.

Yanick Abraham: This being said, now you are able to add logo and branding for those, projects. So,

let me open up that project we’ve been looking at, that,

Yanick Abraham: that, like, May project here. In that… on the project now, and we saw that last week,

you have access to a new field called Public Project Workspace, and there’s another one called Public

Project Preset, so that’s define the look and feel that’s going to be represented by that public

workspace. And if I click on that link, you are able to expose this

Yanick Abraham: it’s any kind of workspace, now I’ve exposed purely the timeline, based on the preset

I’ve selected, but you can expose,

Yanick Abraham: with a unique URL, doesn’t require any login, so it’s, there’s no license linked to that,

so you can now share this. And now you can see that I’ve… we’ve only put a simple logo, but you

have access to your header and footer, so you can brand it the way you want, and you can wrap it as

well the way you want. So if you wanted to wrap it some… in a page or in another way, you can also

wrap it

Yanick Abraham: to make it even a better format. So now you’re going to be able to send this link and

be able to maybe the new changes to play with the template itself.

Rosalie Chassat: I think people were already excited, and any customer that I’ve mentioned it, it’s an

exciting feature, but it’s nice we’ve added those few things, and these are, of course, based on

feedback we received already, so whenever we release something, the faster you give us the

feedback, we can incorporate on the next release, so…

Yanick Abraham: mentioned there was a few new customers with us. So, first thing you do is set up

your foundation, your project, properly manage your project internally. Then you can think of exposing

it. Before, you could expose it with the community, but now you can expose it with the simplest way,

just to expose your timeline or your list of Gantt and chart. You can even have some filtering in there ifyou wanted to.

Yanick Abraham: So you can expose this to your customer as a step one, before jumping in a full-

fledged community, where you can do a lot more.

Yanick Abraham: So, we do encourage you to use that functionality if you are one of our newest

customers.

Yanick Abraham: Okay, moving on, Kanban,

Yanick Abraham: So, we have, new, indicators on the card that show currency percentage and

milestone, and we’re gonna see that we see more information as well on our different views on the

CAD ban, or on our cards. So let me open up that specific project we’ve been looking at before.

Yanick Abraham: Previously, you could only see the owner of the task, so there was only one picture,

so now we’re showing, additional resources that are assigned on those tasks. You can say as well

that the look and feel has been embellished, including that percentage complete that’s now showing

as a,

Yanick Abraham: track bar instead of just a number, and you can see as well that numbers and

currency are now showing properly with locale look and feel, so it’s a lot easier to see what you’re

looking at across our different cards on the Kanban side of things.

Rosalie Chassat: And Yannicky is using emoji in his task name, so it’s even clearer what you’re looking

at. That’s like a…

Yanick Abraham: Before I forgot, there’s another, things that we’ve also showing up on the card now,

is those milestones are also showing as the diamond, of color. Black means there’s some cash

associated to it, while purple means that, it’s purely just a date milestone to track.

Rosalie Chassat: Perfect.

Yanick Abraham: Anything else I’m missing here, Jose?

Rosalie Chassat: Just the coach mark, just a quick mention that, yeah, I don’t know.

Yanick Abraham: So, we’ve…

Yanick Abraham: mentioned this in the past, so now in our interface, again, for the new people, and

that’s why we didn’t see it in my environment, because I did have some preset, but now if you don’t

have any preset on your Kanban, it’s going to show that coach mark, so it’s a guide that’s telling you a

way that you can use client in a more efficient way. So in this case, it’s to create a preset on the

Yanick Abraham: the Kanban itself.

Rosalie Chassat: Yeah, and speaking of preset, we will be adding preset sharing in the Kanban in the

next few months. It’s been added officially to the roadmap, so stay tuned for that if this is something

you were waiting for. And those coach marks as well, every release, I expect, will have, like, their bit,

like, spread across the platform, so yeah.

Yanick Abraham: So we had a lot of effort a few years ago about streamlining how we operate and

how you guys can use the platform, but now, even more so, we want you to use all our feature set. We

know we’re adding a lot, so we want to facilitate that onboarding on new features, not for a new

customer, but for a new user of new features, and those Coach Mark and the documentation, we’ll be

talking next month.

Yanick Abraham: It’s all about, facilitating that for you, for you to onboard on our newest stuff.Rosalie Chassat: And speaking of facilitating life for our customers.

Yanick Abraham: That’s like…

Rosalie Chassat: Like, wait.

Yanick Abraham: So, our calendar, right? Microsoft Calendar, this is the one you’re talking about?

Yeah. So, let’s jump back into our demo environment, and let’s open up my timesheet, and let’s look at,

let me just open up a specific week,

Yanick Abraham: This is a demo environment, so I’m not connected live on my calendar, but the

concept is the same. So here in our My Timesheet, we’ve mentioned in a few releases that we have

that calendar, so it’s syncing your calendar, so you can see your calendar event in…

Yanick Abraham: client, and it’s a good point to say that you are seeing your calendar. It doesn’t

create calendar event in Salesforce, it’s just showing you your calendar year.

Yanick Abraham: And what we’ve just added is that if you add that calendar open, that toggle here,

this is how you can show that and see that calendar. And that gear is how you configure it. And what’s

been added now, it’s the Outlook calendar, so I would say maybe half and half is between Google and

Outlook.

Yanick Abraham: In terms of usage of calendar. So now half of our customer can now benefit from

that cool feature. So you can just add your Google Calendar, with the add button. When you start, you

won’t have this, but you do add, you’re gonna see that card, it’s gonna ask you a few,

Yanick Abraham: A few things to connect, and then it’s gonna make it as active.

Yanick Abraham: It’s syncing automatically, but there’s a Sync Now button. If you ever have any

problem, or if you were on one of the previous releases, and 51… before 51.1 that we just released

today, you might need to hit that remove button and just reconnect.

Yanick Abraham: And it’s the same for the, we had for Google Calendar an event sync issue, so same

thing, just hit the remove button and just press Add again.

Yanick Abraham: Just to reconnect, it’s just a connection thing, so it won’t mess up anything. And the

feature itself is that, you see that I have blue and green event. The green one means that they already

logged on my timesheet, but I can see I delivered that workshop here on Thursday. I can simply just

add it on my timesheet.

Yanick Abraham: I can pick manually for now, automatically, eventually, a project, or a task, or I can

just pick the project. You can see that it’s putting the name of the meeting as my notes in my

description here, and it’s creating that line automatically, so I can easily save and submit.

Yanick Abraham: You can see now it’s in yellow because I haven’t saved it yet. As soon as I’m gonna

save it, it’s gonna turn green, meaning that I’m doing my job of billing all my hours and making sure

that

Yanick Abraham: No money fall through the cracks.

Rosalie Chassat: Let me launch a quick poll, actually, because we did mention we released Google

Calendar Sync before the holidays, now we have the Outlook, so I was just curious to know if, since

we’ve released it, anyone is using the Google Calendar Sync in my timesheet already? Yes, no, but

you’re planning to. Or maybe you were waiting for the Outlook that we’re just showing today, or maybe

you’re just not interested. It looks like a lot of people were, yeah, we’re… you’re right, we’re aboutRosalie Chassat: have half with the Outlook and the Google. I thought it was more Outlook, but…

Rosalie Chassat: All right, well, now after today, everybody, and if you have any issues, I think this turn

on and off remove is just, like, a basic good troubleshooting, solution.

Yanick Abraham: remove it. It’s not, like we said, it’s not creating any event. It did in the first release

we did, we removed that, so now it’s just, visibility only, and it’s when you press that we are creating a

link to it, but it’s, there’s no creation of object or anything.

Yanick Abraham: Cool.

Rosalie Chassat: Right.

Yanick Abraham: We’ve improved as well, hours. In the previous, release, we had some, hours, no,

colors showing, depending on the range and if you’re reaching your targets in terms of billable and

utilization. So now I’m still in the red because I’m… I’m below, my target utilization rate. We had some

feedback, thank you for providing feedback. We were putting red as soon as you were going above

100%.

Yanick Abraham: Now we said, yeah, sometimes we like people doing more than 100% utilization, so

we don’t want it to be red, so now you can configure all those colors, so the same thing as any one of

our color coding, you just need to hit the color mapping, and you’re gonna see as soon as it’s open, it

selects all the color, so you’re gonna find those My Timesheet,

Yanick Abraham: Code colors right there, you can change it there.

Rosalie Chassat: Perfect.

Yanick Abraham: So, and the last one, I think this is going to be very useful. It’s, for a lot of people, so

you always needed to do maths to enter time in client. With time, it’s second nature, you know that 45

minutes, it’s .75.

Yanick Abraham: But now, you are able to enter 45 minutes, so you just need to punch in zero and

then columns, and go out of it. It’s going to convert it, so it’s not… but the input now can take

whatever format, so if you want to do 2 hours 28 minutes, you don’t need to do maths anymore, it’s

going to do that magic for you.

Yanick Abraham: Now, like I said, it’s just a conversion to that value. If it’s a request, I was thinking

about it when I was, like, going back to my demo strip today, so we don’t have a toggle to show in that

format versus the… but if it’s a request, we can eventually maybe bring it in. At least now you can do

it.

Yanick Abraham: And I… and if I’m not mistaken, all of our interface, including the QuickTime, are

also supporting those, those, yeah, as you can see in the legend here, those as well also support that,

that convention of, double duct.

Yanick Abraham: Cold.

Rosalie Chassat: Oh, that was the… oh, yeah.

Yanick Abraham: I’m sorry?

Rosalie Chassat: No, I think that was the quick kebab menu on the left, but maybe that’s not.

Yanick Abraham: Yeah, yeah, true, true. In the past, okay, I’ve logged time in here, and I’m missing

information, right? It’s not providing everything I need in terms of how much estimated hours, so… so

you needed to search or find it back in different ways, so now you can easily just hit that kebab menuhere, that three dots.

Yanick Abraham: to view your project, view your task, or directly, to see the, the timesheet record. So,

this is the,

Yanick Abraham: Again, to simplify your life so you don’t have to search, you can just go and reach

directly to your task or project from here.

Rosalie Chassat: Did you mention the resizable columns as well?

Yanick Abraham: Nope, I didn’t.

Yanick Abraham: I forgot about those, so we can now…

Rosalie Chassat: We’re working on that real estate, that’s what the release is about, like, we’re clear.

Yanick Abraham: So, as you can see as well, it does a better job at reformatting. In the past, it was,

like, a big mess as soon as you were going, like, a bit deeper on a smaller screen. If you’re on a laptop,

sometimes you wouldn’t see anything.

Rosalie Chassat: Holy God.

Yanick Abraham: introduce those, say that again, Jose?

Rosalie Chassat: You had to scroll, horizontally here, weird, yeah.

Yanick Abraham: So now we’ve introduced those sliders, but also it’s more responsive, and we’re

gonna keep getting it even better and more intuitive in the next few weeks.

Yanick Abraham: That’s it for Timesheet now. That is, yeah.

Yanick Abraham: Simple line, but let us stop here.

Rosalie Chassat: It’s enough, it’s enough.

Yanick Abraham: Okay, another thing for, bringing into perspective the data you’re looking at, making

sure that what you’re looking at is,

Yanick Abraham: represent the reality, and again, to simplify your life. So, in the Global Resource

Planner and the Resource Planner, you can spot it already, we’ve introduced here a list of filters that

are applied as some small pills.

Yanick Abraham: That you can easily, for example, let me just add, let’s say I want to see all the

projects in the Play Around account.

Yanick Abraham: So I can just apply my new filter here, and you can see now that account is showing

as related.

Yanick Abraham: as a filter. If I want to just remove it back, I can remove it back. I can clear all my

filters, so I’m gonna see my entire company. And as you can see…

Yanick Abraham: We can save those in presets, so it’s all linked, so if I’m going back to my other

filters or other views, it’s going to show me what I’m filtering on all those reviews.

Rosalie Chassat: I think we had to add this functionality, because every release, we added some filters

and toggles and options for the resource planner, and then we had so many that then we had to…Yanick Abraham: Yeah, we make it a bit more visible, absolutely.

Rosalie Chassat: Yep.

Rosalie Chassat: Alright.

Yanick Abraham: I saw a question from Matt, if we’re looking to reorder the rows of the timesheet.

This is something of interest. I know we’re working on grouping timesheets under the same project

task, so we can have a better summaries of Roundup.

Yanick Abraham: Reordering, it’s an interesting concept.

Yanick Abraham: And,

Yanick Abraham: You can see it. I think maybe sorting, might be something that’s gonna be easier

than maybe just reordering, but…

Yanick Abraham: That’s an interesting question.

Rosalie Chassat: Alright, the next one is really fun.

Yanick Abraham: Survey as a form. Okay, so surveys. Surveys are great for, getting feedback, so we

use survey a lot at clients, so we use survey to send you NPS, so we just sent one, I think, a few weeks

ago, maybe before the break.

Yanick Abraham: But we also use it internally for getting employee feedback at the end of the week,

so every week we send a survey to see, are you happy with client? Is there something you can

improve? You can send a survey when you’re going live, so a post-go-live survey, so there’s multiple

ways of using it, but it’s usually sending it via email to a list of

Yanick Abraham: Email address for contacts, and sending it out for the response. So, it’s to get

feedback.

Yanick Abraham: This being said, there’s other needs, such as, for example, submitting a request for

something, submitting maybe to declare something, like we have our ethic committee, we have a

page that if you notice anything, you can always submit, so it’s a form that you can submit. So it’s not

just feedback, it’s a form, so we have that new functionality now, so if I’m opening up that stakeholder

Yanick Abraham: survey that’s been configured already. I won’t go through what the survey is and how

to configure it, we’ve covered that in the past. But now you have that new link here, survey distribution

URL.

Yanick Abraham: That you can just open up, and you can automate it, and you can send it via a button,

or you can just copy and paste it and send it. And what it does, it’s bringing you to a site page. Again,

no license required for this.

Yanick Abraham: It’s gonna ask for that email address of that person that’s starting that form, so you

can track who’s doing it.

Yanick Abraham: And then it’s going to bring that survey. And then that survey can be seen as a form

and not just a survey. This depends totally to the type of question you’re asking for. If it’s an intake

form to develop a new project, then just put requirements form, an input text box with requirements.

Yanick Abraham: If there’s dates, you just can ask it. In this case, I’ve reused one of our surveys for a

stakeholder. But what this means is that, let’s say you’re doing a workshop with a group of 20 people,

you don’t need to create those 20 contacts to send a survey, you can just send it live during the

meeting, and the customer can go ahead and submit their response.Rosalie Chassat: Thanks.

Rosalie Chassat: We’re wrapping up to our last one, I think.

Yanick Abraham: Yep, the next one is the accounting connector. So we’re keep, keeping to improve

our connector, so now there’s class mapping with the invoice line item in QuickBooks, QuickBooks.

So,

Yanick Abraham: Like I said, we’re always improving our connectors, so…

Rosalie Chassat: Yeah, you can read the release notes for the financial… it’s always easier reading

the release notes, you know exactly what’s new. All right, and before we wrap up, quick housekeeping

on something we teased last time, if you remember, if you were there, the Snap workspace. I’ve been

talking about it to every single customer. So, just FYI, Snap was released today as part of version 51.1,

so this is what I mentioned at the beginning of the webinar, yes.

Rosalie Chassat: We’re not demoing it today because we want to give it the proper time, focus, there’s

a lot to it, so we’ll be doing a dedicated walkthrough on our next webinar, or we’ll do, like, a separate

webinar, but we did want to acknowledge that it’s officially here, so if you do upgrade after today, you

will have this available.

Yanick Abraham: bet.

Rosalie Chassat: Did you want to add anything? Because I know this is your, base.

Yanick Abraham: Yeah, no, but I would, I would say…

Yanick Abraham: we’re thinking of introducing, because we’re going fast, right? And we want to

improve, and we want to be role model, and we want to use it as a first beta customer. We’re

customer zero, so we’re using everything on our side. This being said, we had a small glitch, for

example, the Outlook connector. Because we were a Gmail shop, we didn’t test it in specific

scenarios, so there was some small glitch.

Yanick Abraham: So I’m thinking of introducing a beta period where customers can upgrade to… and

I know that a lot of people here on this webinar, they love to be beta tester, so I’m thinking, and I would

see that Snap workspace kind of at beta stage as well, just as a forward warning. It’s the first time

we’re putting in the end of all our customers, so… see it as a beta stage, but as soon as we come

with the next

Yanick Abraham: webinar, or whatever format we decide to go, all the bugs, if there’s any, will all be

cleared. This being said, the user snap workspace. The documentation is not yet there either, so be

careful with it, but it’s there, it’s useful, it’s very easy to use, you can try it out.

Rosalie Chassat: And we do have the small, release notes, and also for this, like, it’s a separate

interface, so it’s not like it’s gonna mess up anything in the rest of what you’ve got set up, so it’s not

that risky if you want to test it. And yeah, do, if you have any feedback, send an email to support at

client.com, can put in a subject line, Snap Workspace, and just tell us, like, what you like, what you

don’t like, anything, and yeah, that would be useful. And I did launch a quick poll, because I was just

curious to know what you’re excited about.

Rosalie Chassat: In this release, and it looks like, yep, Outlook Sync, of course, Project Workspace, oh,

new teams, nice, and then Snap Workspace, so thanks for taking a couple of seconds to answer, I

appreciate it. And we’ll move on. Yeah, as always, we have our fixes and adjustments. We added the

full list here, and you can see them in the release notes. You can also ask Clara what those are, and

she’ll, like, pop the list for you, if you want.Yanick Abraham: Perfect, and you can access all that from our community.

Rosalie Chassat: And perfect, looks like everybody wants to upgrade, so that’s really good news. I

would expect so, but you never know. All right, so, I mentioned it on the last webinar as well, 2026,

we’re in January, we’re kicking off the year in strength, we have a million features that we’ve already

talked about.

Rosalie Chassat: But I wanted to take a few minutes today to talk about ideas and roadmap.

Rosalie Chassat: So, essentially, we’ve added some of our ideas, they moved to our roadmap, so they

will be developed. We also closed or removed some of the ideas, because they didn’t have enough

votes, sorry. And we’ve also added new ideas for you to vote on, so I just wanted to do a little, like,

recap.

Rosalie Chassat: So good news! Everything you see here was voted by customers in our community,

and then will be developed, you can see when.

Rosalie Chassat: So first, the drag-and-drop reassignment of project and task assignment in the

resource planner, that will be developed. We also have the pick list on new project page, that’s just

making it much faster. We had a lot of people ask for that. Then, if we look at March, so in about 2

months.

Rosalie Chassat: In my timesheet, being able to edit or add lines directly when you’re in common

mode, so I don’t know if you guys are a fan of the common mode, we’ve had that feedback a couple of

times, so you’ll be able to edit more there. In the Kanban, you’ll be able to sort the cards by text and

number fields, not just dates.

Rosalie Chassat: And then in April, we’ll add… I’m not sure about this one, but enhanced vendor

invoicing, that was something that people asked for.

Yanick Abraham: This is a topic we never covered in the webinar, right?

Rosalie Chassat: People voted for it, so I guess.

Yanick Abraham: No, no, no, it’s very useful, we should talk about it during a webinar.

Rosalie Chassat: Ramjol, I’ve been, so insistent with the product team and Yannick and everybody else

on the team, that they finally agreed to put the number one voted idea, in the roadmap, and they’ve

stamped a date to it, so end of Q2, flexible work schedules is coming.

Yanick Abraham: I can really thank Rosalie for that one. She really put.

Rosalie Chassat: It was our most voted one, and it’s good that we’re mentioning it today, because it’s

good in the back of your head for your setup and everything. When you’re gonna be, like, managing

your resource, you will be able to set up multiple ones, so maybe there’s some things you want to wait

until that’s available, but…

Rosalie Chassat: FYI. It’s coming.

Yanick Abraham: We waited, we know it’s useful, we never question it, it’s just it’s a bigger, like, it

seems simple like this, but when you’re dealing with scheduling over across, like, multiple years.

Yanick Abraham: It’s, it’s a…

Rosalie Chassat: Now that we work with AIMIC, nothing’s.

Yanick Abraham: Well, yeah.Rosalie Chassat: It’s football, right?

Rosalie Chassat: Alright, and like I mentioned, we also removed a couple of ideas that we didn’t get

enough traction.

Rosalie Chassat: So maybe we’ll put them again later, but yeah. It doesn’t mean it wasn’t valuable

feedback, so keep sending your ideas, but we have to focus here. And then new ideas open for voting.

So we’ve added 5 ideas, and we will be adding more in the next, months, so keep logging your feature

requests.

Rosalie Chassat: The first one, one request was, that we’ve added, and then after today, you can just

go and vote for them if they’re interesting to you. So, highlighting overdue tasks directly in the

workspace, in the Gantt, so that they, you know, they’re highlighted. I don’t think it needs explanation,

to be honest.

Yanick Abraham: Anyway, just to mention, it’s on the right side, right, on the Gantt itself, because on

the grid, you have that indicator now, if you do.

Rosalie Chassat: Yeah, yeah.

Yanick Abraham: Ask and Skater, you see it there.

Rosalie Chassat: Yeah. Another is the resource planner, so keeping time off visible, but excluding it

from the total, and that one, I put a screenshot so it’s really clear what we mean. But it’s just a, yeah, a

visual thing that it can be confusing the way it is now. We also added a request to improve the task

copy-paste.

Rosalie Chassat: So that the assignee and task assignment are preserved automatically when you’re

copying tasks. So right now, we released a copy-paste a couple of versions ago. It’s copying

everything but that, so…

Rosalie Chassat: maybe if you want that, this is one you can vote for. And there’s another one around

holiday visibility in the workspace timeline that we had, questions about, so right now, in the

workspace, you don’t see anything about holiday. This is something we could develop if there’s

enough votes for it.

Rosalie Chassat: And finally, admin-focused requests to add filtering and sorting to the survey

configuration screen.

Yanick Abraham: And the reports. I would add reports also.

Rosalie Chassat: Yeah, I actually put a note, that’s probably one we’ll add for the next one. The

surveys, like, the actual experience for the customers is great, but if there’s other things, you know,

just keep submitting your feature.

Yanick Abraham: It’s like a dashboard to properly represent surveys, so, yeah.

Rosalie Chassat: Do we even need to log in? Yeah, so log feature requests, especially, I know there’s a

lot of new customers. As you join every webinar, you will see we develop a lot of things, so just keep

logging your feature requests if you want those to be added to ideas and then Roadmap. So this is

where you go, if you have your community user, you just log in, go to the Ideas tab. On the right side,

you have the filters, so you can filter by popular or by more, most recent, if you want to see the most

recent.

Rosalie Chassat: And right now, we have 12 ideas, because we did that little cleanup, but as I said,

we’ll be adding more in the next webinars. And then if we go to the next slide, this is just a reminder.You can see our roadmap live in the community. We update it at least once a month, usually before

the webinar, when I nudge the product team.

Rosalie Chassat: And yeah, little reminder, version 51.1 is available today.

Rosalie Chassat: And 51.2 will be available mid-February. And then I couldn’t even capture in my

screenshot all the things in the roadmap. You would have to scroll down to see the rest. That’s how

much stuff we have on the roadmap. Perfect.

Rosalie Chassat: Okay, yeah.

Rosalie Chassat: Okay, now, quick update. Before the holidays, we did tease you on, the Jira, the

project agent, and the Snap, so we just wanted to do a little recap.

Rosalie Chassat: Alright, so, good news! Some of those have now crossed the finish line. So, first one,

Project Agent is now live.

Rosalie Chassat: So we’ve talked about the project agent before, you can get better Project Insight

guidance, you can ask a couple of questions, you can help you create, projects, and we’ll do much

iterations. If you’re interested to know more, we won’t do the demo today, just contact me directly, or

support, so you… yeah, Rosalie, that Chessa.

Yanick Abraham: I was trying to send some emojis icon, like you guys are doing. I don’t have the

button as a host, but this is very exciting. We launched it. You might have seen we have a press

release out as well.

Yanick Abraham: joint with Salesforce in terms of the way we operate with AgentForce. I’ve been

using it and demoing it. The other demo the other day was, we have a complex project a customer

approached us with in the engineering to order, so I just took a verbal description, typed it, and then

the agent created that project, the task, the description of the task, and

Yanick Abraham: So it’s, it’s working very well. Clara has made a lot of progress. Our project agent is

getting very useful as well, and as you might have seen in the roadmap.

Yanick Abraham: We do have an update task that is coming out. I think it’s already released, but not

officially, but we’re already testing it. Being context-aware as well, so you’re going to be able to chat

with it in the

Yanick Abraham: tasks panel, this is very exciting, so you’re going to be starting to be able to assign

agent on your task, so this would be great. And that press release, I just said, is based on a little bit of

that documentation or project feature spotlight that we have, so if you want to know…

Rosalie Chassat: just, put it in the chat if you’re curious. This is, like, from a few days ago, so you may

not have seen it yet.

Rosalie Chassat: So I have a few screenshots, a few descriptions, and how it can play out, and what

it’s gonna help you out. It’s based on our new documentation template as well, so if you have any

question about it, or any comments, we’re…

Yanick Abraham: Looking forward to it.

Rosalie Chassat: Yeah, and then in the same vein, also a quick update on Jira Sync and Time Tracker

on the next slide. So we did talk a little bit about that last time. There’s two things for the time tracker.

You can log time directly in Jira, and then this thing is just information communicating between, Jira

and client. So if you want to explore doors, again, you can just contact me for more information. We

do also have a blog article, that this one IRosalie Chassat: I believe we shared it last time on the Jira time tracker specifically, yeah, the one

that Yannick is showing. And then for the Jira sync, we don’t have documentation, like, live on the

website, but if you ask me, I will send some documentations, so just let me know. And then, as we

mentioned earlier, the Snap workspace is available as of today. You have the release notes for now,

but that’s also an update. So everything is basically available now.

Yanick Abraham: So, if you’re interested in that… Very exciting.

Rosalie Chassat: Just, li- let us know.

Rosalie Chassat: And then I think we’re moving on to… oh, our conclusion. So, yeah, you can already

register for upcoming webinars until April, so we’ve published the dates already. Invite colleagues, you

can also watch the recording, of course, but it’s always better if you can join live. We will send a

follow-up email after today, that’s kind of a recap of today with a couple of useful links that we

shared.

Rosalie Chassat: And then I’ll just finish with, of course, the webinar feedback. That’s super important

to us, especially if this is your first webinar. We are eager to learn. Was this helpful? Was it not? Do

you have any things you would want to see in the next webinars?

Rosalie Chassat: So please take a couple of minutes slash seconds to answer that. Yannick, I’m

talking a lot in this last part of the webinar. Did you want to add anything?

Yanick Abraham: please upgrade and try the feature, but even more, try Clara for support cases.

We’ve made it work very well for release, and the, all the different odd stuff that we mentioned, and

upgrade consideration, but now we really want to turn it up for everything regarding support. We’re

going to have a new passive documentation coming soon as well, that should help a lot.

Yanick Abraham: This being said, at this point, if you can create cases and let us know, we are

monitoring it, but let us know if you don’t have success so we can improve.

Yanick Abraham: It’s all about improving and getting our rules better, so… and we’re working actively

on it, so please provide feedback.

Rosalie Chassat: And just, like, our support team is not going anywhere, but… and I don’t know if I’m

supposed to say that, but if you write a case, the first thing they do is actually ask Clara about it,

because we’re training her anyways, so that’s what we’re doing anyway, so you can do it first, we’ll do

it, and then we’ll answer if it doesn’t answer properly, but that’s just a funny anecdote, I think. All right,

so hopefully we see everybody on the next webinar.

Rosalie Chassat: Otherwise, we’ll see you on calls and support, etc. And have a great rest of your

week.

Yanick Abraham: Everyone.

Rosalie Chassat: Yeah, that’s it. I’ll leave the… oh yeah, I’ll stop the recording.

Yanick Abraham: Thank you!

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