6.4

Management of delivery groupings on projects

New App: WEmailing

Various improvements

Easily create and track projects where several resources need to be included in the same type of delivery! You create a delivery (called "delivery grouping") in which you can assign several resources!

Create a project without having to assign specific resources. You create a delivery grouping with a title, dates, a daily sale price, and a schedule of days. You can later assign resources to the grouping.

Set a title and a daily sale price common to all deliveries in the grouping

Define the rule for distributing the schedule across all deliveries in the grouping

Proportional: The total schedule of the grouping is evenly distributed among all included deliveries

Weighted: The total schedule of the grouping is distributed according to the weighting defined for each included delivery

Manual: The total schedule of the grouping is the sum of the schedules individually defined for each included delivery

From a grouping card, you can assign a new resource that will be added to it & the schedules will be automatically recalculated according to the chosen distribution mode

Send PUSH to your CRM contacts with one of your resource & candidate resumes, using a fully customizable email template, & record these sends in your CRM contact actions

Send MESSAGES to your CRM contacts, resources & candidates, using a fully customizable email template, & record these sends in the actions of the corresponding cards

Import your CRM contacts into your mailing lists on Mailchimp

Directly log in to Mailchimp

Display a summary of dashboards from Mailchimp & Mandrill

From the Candidates & Resources modules, it is now possible to search based on actions taken during a given period, see the period filter. Example: You can search for candidates or resources with whom you have conducted "Interview" actions in the last 3 months! Reminder: Actions are configurable by your application administrator!

It is no longer necessary to switch a positioning to the Won state to create a project. You now have the option to create a project by directly editing the opportunity state to Won and be guided through the process...

Increase in the Comments field size to 2,000 characters

Increase in the Comments field size on order & invoice cards to 2,000 characters

To allow you to display more details on your invoices, the Description field size has been increased to 1,000 characters

Improved readability of the Deliveries tab: Forecast and TOTAL data are hidden if forecast data is null

The Batches/Milestones tab can be hidden/displayed from the Information tab of fixed-price & product projects

The creation of unique milestones on fixed-price projects can be disabled: Admin Interface > Legal Agencies > Agency Card > "Projects" tab

The summary of signed costs on the Consumption & Billing tabs of projects now displays the same value as those in the Deliveries tab

Increase in the Comments field size to 2,000 characters

Hiding start & end dates of projects from your resource intranet

Modification of the calculation formula for progress percentage, Manager Interface > Projects > Fixed-Price Project Card > "Batches/Milestones" & "Consumption" tabs, for Batches, which has a significant impact on the calculation of progress turnover for fixed-price projects:

Previously: % Progress = (Planned Duration - Remains to be done) / Planned Duration

Now: % Progress = Consumed Duration / (Consumed Duration + Remains to be done)

When extracting the Payroll tab from the App, you can specify which data to extract:

Activity, Salary, Expenses & Benefits

Activity

Salary, Expenses & Benefits