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5.0

Written by Charlie Troccaz
Updated over 3 weeks ago

06/18/2012 - Version 5.0 of your BoondManager application has arrived!

Please take note of the information regarding the updates introduced in this new version of BoondManager.

On the agenda:

  • 1 major innovation: batch management for your fixed-price projects

  • improved candidate card evaluation / qualification

  • enrichment of Candidate and Resource Technical Data Sheets (TD)

  • enhanced invoice & order management (new search filters)

  • numerous improvements to existing modules

  • new Apps on the marketplace

N.B.: This page will remain your default page upon log in until you confirm that you have reviewed the information below (see bottom of page).

Innovation #1: Batch management

Batch management allows you to monitor and analyze your fixed-price projects in greater detail. Batch management is available for reading/writing jointly by authorized managers and project leaders.

Thanks to this feature, you can:

  • create batches and indicate the allocation of Signed Turnover for each batch

  • create milestones, associated or not with a project resource, in each batch

  • for each milestone, define its duration & progress; BoondManager calculates the "Remains to be done" for you

  • log timesheets & expenses for resources on each batch of the project

  • get a summary of consumption per batch for each project resource

  • automatically build billing schedules

Advanced qualification of the candidate recruitment process

On candidate cards, advanced qualification now allows you to:

  • In addition to the "Evaluation" field, you can now assess your candidates on multiple evaluation criteria configurable from your admin console. Each evaluation is linked to the manager who created it

  • configure the list of CV source types from your admin console

  • retain the candidate card creation date in addition to the card update date

Addition of a tool list with proficiency level on Technical Data Sheets (TD)

On candidate & resource cards, "TD" tab, you can now define a list of tools and qualify the proficiency level for each tool by the candidate/resource. This list is fully configurable from your admin console

Improved invoice and order management

On the "Type" filter in the Billing module:

  • Addition of the "Projects/Orders" field to help you identify all projects without "ongoing" orders or with inconsistencies between billable Turnover and Signed Turnover

  • Addition of the "Monthly Billing" field to help you check if you have properly billed your various projects with TA-type billing (alert on invoice creation + comparison between production Turnover and billed Turnover)

Various improvements

Resource Module

  • Ability to list all resources without a contract, see filter "Period" > field "No contract"

Project Module

  • Display of occupation rate on mission cards

  • Shortcut to transfer projects on mission cards

  • Addition of order date on the "Billing" tab table of project cards

Positioning Module

  • Display of occupation rate on positioning cards

CRM & Billing Module

  • Addition of a third address in the billing details of company cards

  • Display of the CRM contact, defined in the billing details, on the PDF invoice

Order Card

  • Improved entry of billing schedules. You can now enter a percentage of the "Turnover to be billed" amount!

  • An icon indicates for each schedule if an invoice has already been generated

Expenses, Absences & Timesheets Module

  • Admin Console > "Agencies" > "Agency" card > "Timesheets, Expenses & Absences" tab

    From the admin console, you can specify if alerts should appear in case your resources exceed absence quotas on their timesheets and absence requests

  • Link to pointed projects from timesheet and expense cards

Intranet Module

  • Your resources can now sort their projects

Reporting "Projects" Module

  • Reporting > Projects > "Configuration" button

    Addition of indicators for Margin/Actual Production Profitability/Billed Profitability

Application-wide

  • Change in the graphical display of all "Totals" at the bottom of tables to bring more cheerfulness and clarity to the application

New Apps on the marketplace

  • WPlanProduction: displays a graphical production plan of logged timesheets and absence requests. This app simplifies project planning and activity tracking for collaborators

  • WContracts: lists resource contracts

We strongly encourage you to review all Apps delivered on our Marketplace (Apps for interfacing with Google Apps, payroll preparation, etc.).

You can check them out directly at: http://www.boondmanager.com/marketplace

Only your company administrator, from the "Marketplace" section (located at the top right of the screen), can install Apps on your interface and then manually activate them for the relevant manager accounts.

We remain fully available to provide information about our Apps, which can bring real complementary features to BoondManager's standard modules.

For your information, all our Apps are currently free!!!

How to communicate with BoondManager teams?

We aim to provide you with excellent service quality, so please note your contacts according to your needs:

To ensure strong responsiveness and excellent service quality, we strongly encourage you to use the contacts above appropriately.

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