What have we been up to?
Send any questions or feedback to firstname.lastname@example.org
Planning per activity
September 26 2023
We have now released the biggest update to planning ever, adding activities to the planning app. An activity can be added by clicking on the pencil icon for any existing planning row, or on new planning based on the customer and project.
Planning by activity allows some new helpful features for project managers and co-workers alike. First, we can now show you exactly how many hours are remaining on a project’s activity based on the estimate, the number of reported hours, and the number of hours planned for the future.
Not only can Roughly Right now tell you how many hours are remaining on a project’s activity, the planning tool will now prefill planning weeks, based on that number and the co-worker’s remaining availability for the week.
Time reporting has also benefited from this update. Time reporting suggestions based on planning with an activity will now be reported with the activity. If the number of hours worked is the same as was planned, this means everyone can report time with just one click.
For more about this update to planning, click here.
Searchable project list in time reporting
September 14 2023
Time reporting is now the latest section in Roughly Right to be improved. In order to make tracking time faster, we have added the ability to search for projects in the dropdown menu. Projects are now listed by project number, project name, and client name, and you can search by any of these categories.
Similarly, you no longer need to enter a client name first. Simply search by the name of the client if you want to select from that client’s projects.
Additionally, we have made some other small improvements and bug fixes. Hours worked in exported Excel spreadsheets are now no longer rounded off. We also fixed a problem with handling negative purchase allocations.
Feel free to reach out to email@example.com if you have any questions or feedback. Until next time, all the best.
Tags in Excel exports, PL column in project list, and new password requirements
September 7 2023
Summer is coming to a close, and with it comes new updates to Roughly Right.
Project tags have been a great help in the Projects tool, and now they are included in Excel exports. From the Projects page and the Projects overview in Time is Money, the Excel files are now generated with a column for project tags. Multiple tags are comma separated in one column.
Also in the Projects tool, there has long been the ability to filter projects by project lead. Now there is also a dedicated column with the project lead shown at all times. This will be helpful not only in showing all of the project leads together instead of just filtering one at a time, but also in showing which projects are missing a project lead.
Finally, your new users may have noticed that Roughly Right now has stronger password requirements. Passwords will need to be at least 8 characters long, with upper and lowercase letters, a number, and a symbol. The requirements will show on the password creation page and turn green as each requirement is fulfilled.
That’s all for now and as always, feel free to reach out to firstname.lastname@example.org for any questions.
Invoice rows and order numbers
June 2 2023
Invoices can now have rows in the free text section without any price or total values. Previously, all rows would populate 0,00 in the price column even if the price was left blank in Roughly Right. Now, as long as the price in Roughly Right stays blank, the invoice will populate with out any text for price or total. The row description can be left blank or filled in.
Additionally, invoices can now be configured with an order number. This is used in Fortnox by some agencies as a field for the clients' reference number. The order number can be added in Roughly Right under the reference section.
E-invoices, invoice attachments and more
May 26 2023
Fortnox users can now send e-invoices directly from Roughly Right. When you have created and written a new invoice, simply click send and select send via e-invoice from the dropdown menu.
An additional feature for Fortnox users is adding attachments to invoices. Once an invoice has been sent, the attachment button will then become available from the invoice's page in Roughly Right.
The icon for each employee can now have a custom color applied. From the co-workers page of Roughly Right, just click on the employee's name and scroll down to the color selector.
You can now get an overview of how much time has been reported for a project in the planning section. For any project in the planning section, click the information icon to pop up a graph showing Budget, Planned, and Reported hours, and a second graph showing Budgeted and Reported hours by activity.
Planning pipe shortcut and project details fixes
April 3 2023
It just got easier to plan a co-workers time for multiple weeks at once. We've simplified the shortcut to extend a planned number of hours down the pipe. Simply hove your cursor over the right side of a planning pipe, until you activate a little grey box. Click and drag to the right to extend the same number of hours per week down the planning pipe.
This shortcut existed before but required the user to hold the alt or option key. You can still use the alt or option key to plan a different number of hours by holding the key and clicking on the last week in the planning pipe you want. Then, when you enter the number of hours, the same number is planned for every week earlier until the last week already planned. See more in the Planning help section.
Additionally, the project properties have been updated. You can now assign a client manager to a client, and this will cause all new projects for that client to have the client manager as the project lead. The client manager needs to be an admin or project lead.
Last but not least, the project comment text box now has a much higher character limit of 20000 characters.
March 24 2023
To avoid any mishaps, employees can no longer be removed if they have any time planned, reported, or if they have any enrollment. The employees can still be inactivated at any time, but if the employee does need to be removed forever you can contact us at email@example.com.
Quick tips for the New Year
December 19 2022
As we ring in the New Year, make sure Roughly Right is ready for any changes coming.
Make sure every employee’s availability hours are updated.
Go to Co-workers > Enrollment per month and update the percentage availability for 2023.
Make sure the calendar is updated for 2023.
Go to Basics > Calendar and mark off the year’s holidays.
Set your monthly income target for the New Year.
Go to Basics > Budget and adjust the revenue and profit margin.
In order to get the list of projects more manageable, close out any finished business. You can simply click on the Project to get to its Overview, and turn the switch to “The Project is finished”.
Add new projects for your upcoming projects next year, and put the income in the correct month.
If projects are not 100% approved, you can add a level of uncertainty under “overview”.