February 2024

BLOG POST • mar 14 2024

Productive Monthly Updates: February

We’ve added significant improvements to resource management so you can get even more from it. You’ll also find improvements in document templates and a brand new integration.

VIDEO • FEB 12 2024

Utilization And Forecasting In Crisis Times

In this webinar hosted by The Agency Collective and Fran Vižintin, BDR at Productive, we covered the metrics that help you run a healthier agency business: utilization, forecasted utilization, revenue forecasting, cost & profit forecasting, and budget burn.

RELEASE NOTES • February 2024

New Features

Restructured and restyled nested service picker
Restyled date navigation
Users can now duplicate their automations by opening automation popover inside automations list and clicking on “Duplicate” button

Updates

From now on, all organizations above 1 seat will have an option to book a demo on registration form.
Editing company code on internal companies is now allowed
Company-wide notifications section is visible under Notifications card
Allow to delete bookings on archived time off categories
Add booking type filter on resourcing and booking reports
When creating a budget, subsidiary and document template will now be preselected in the form
Rectified dependencies for Add, Edit and Delete Contacts Permission
Improved tasks patch request in mirage on order to see moved task with associated subtask in tagret project
Fixed an issue where clicking on “Define cost rate” when adding a time entry would not do anything

Bugs Fixed

Added end date validation for new budgets created via the wizard
Fixed an issue which would cause the minimized tasks tray to cover up expense form buttons
Fixed an issue where an error would show when trying to sort by “Jira issue url” field
Deleting service type is now properly disabled if form is not valid
My company navigation item is now hidden from Clients & Contractors
Fixed wrong route transition if the user does not have permissions to see person’s projects
Fixed a bug when pasting attachments in docs
Updated empty state activity icon for dark mode
Resolved an issue of formulas not being saved correctly in the Budgets/Time Report fields.
Fixed minor issue with date picker styling in reports filter
Fixed default dashboard disappearing by itself
Fixed an issue where updating the formatting settings on “Available” field in “Forecasted billable utilization by month” report would not do anything
Reports are visible on mobile navigation
Fixed an issue where it was not possible to reassign an existing booking to a different Project or Deal
Fixed an issue where resizing a booking would occasionally move it to another person or a projectUI improvements on view-as-client banner
Open previous invoice in new tab
Set document type and subsidiary from last active invoice but as a fallback use document type and subsidiary from the last created invoice and restyled nested service picker
If View projects where the user is a member permission is not on, Resourcing projects layout will be hidden
Changed name for budget bookings permissions
Fixed missing Restore action for archived contacts
Fixed an issue where library categories would not display their correct name and reintroduced the search in widget library
Fixed missing company avatar in Resourcing booking form when person is not assigned to the project
Fixed an issue where filters with long labels which are not in popovers would cause overflow and make “Export” button unavailable on some tables
Bulk selection of a non-editable booking is no longer possible
We’ve fixed an unexpected line items tax calculation on invoice details screen when tax codebook is available.
Mentioning people in the task description should now add them as subscribers
Fixed an error where approved time entries were delectable
Disabled tentative bookings fields in Capacity & availability report for plans not supporting the feature
Other peoples comments on a task will show up in realtime again
Removing assignee from dependency on task should now work.