What’s new?
Every Week We Deliver New Features, Updates and Bug Fixes.
October 2024
mONTHLY UPDATES • OCT 10 2024
New Sharing Options, Tax Rates, Champions
As the fall season approaches, we’re continuing to roll out exciting new features and improvements for Productive.
RELEASE NOTES • OCT 15 2024
New Features
- Added wizard for creating new deals which replaced the simple form.
- Added service custom fields to rate cards.
- Enabled workload in Capacity & Availability report.
- Added ability to specify the issuer of an invoice.
- Added ability to view custom fields on deal/services screen.
- Added a new field “Recognized time” to Capacity & Availability reports.
- Added overhead checkbox to placeholder forms when creating, editing or duplicating placeholders.
- Added SAR currency and reorder alphabetically
Updates
- Avoid making API call when deleting deal-status.
- Added invoice issuer override label to invoice document template settings.
- Use bulk reorder when reordering custom fields.
- Link Quantity and Unit columns into one column or unlink them into two separate columns using the new architecture and hide/show those fields accordingly.
- Improved accessibility for deal service sections.
- Added nested task picker to time entry form and time entry item.
- Added loader to Approvals -> Time off when clicked on Approve button.
- Added nested service picker to Jira widget.
- Fixed exporter issue with exchange currency.
- Enabled Filter Groups for Dashboard widgets.
Bugs Fixed
- Improved error message when creating a budget.
- Fixed issue with advanced filters and malformed filter params.
- Fixed default currency when duplicating a budget. For invoice preview calculate taxes by multiplying and rounding line item amounts so the totals are correctly displayed.
- Enables creating custom webhook headers with dashes in the header key.
- Fix an issue where user couldn’t see own profile without permissions.
- Allowed delivering budgets with unapproved or rejected expenses.
- Fix missing export expense to Xero.
- Fixed re-rendering board view when dragging tasks between lists.
- On the global tasks view, the Assignee field should now preload only project members of the project the task is on.
- Fixed an issue where custom fields popover would render as empty inside company/invoice navbars.
- Tax rate and note fields are now always visible (deal / sidebar PDF panel).
- Fixed rounding problems in document templates when dealing with negative amounts.
- Use variables for line items description on invoice wizard which was set on the previously created invoice for the company (client).
- Fixed race condition that caused incorrect scheduled time for bookings.
- Fixed inconsistency in grand total on proposals between old and new export architecture.
- Display a 0% discount on aninvoice template if any other line item on the invoice has a discount bigger than 0.
- Fixed sort direction of subtasks when sort is set by due date.
- Added a warning when service assignments fail to save.
- Equalized the labels for approval statuses for time entries and expenses that are unapproved or automatically approved in tables.
- Fixed billable time rounding in Day view layout.
- Fixed an issue where toggle state for “Autogenerate invoice number” was not working properly.
- Fix resetting time entry form after time entry create when user’s default time view is Timesheet.
- Fixed duplicate “date” columns for csv/xls export.
- Fixed an issue where new Tax Rates could not be created on organisations with one subsidiary.
- Fixed overlapping tooltip for budget total * Enabled searching by task number in nested task picker.
- Unlinked task when time entry moved to another project’s service.
- Add a generic error message to the Jira widget no access page.
- Enable task dependencies duplicate on project duplicate action.
- Issue where the confirmation dialog would appear twice when canceling changes on the payment reminders form was resolved.
- Fixed an issue in the Subsidiary Invoicing Options modal where an unnecessary confirmation dialog appeared after an error.
- Fixed issues in docs linking and breadcrumb navigation.
- Fixed an issue where “Book a demo” calendar would break on registration.
- Fixed estimation appearance in Task Time nested service picker.
- Fix input field clicking with enter key.
- Inside data tables, fixed an issue where inline editing of certain columns would fail without explanation.
- Invoices tab on a project will not be displayed if Invoicing module is disabled.
- Fixed positioning of “Add payment reminder” button.
- Overhead per hour” is brought to the first place in the Overhead history table.
- Fixed issue with report drill-down for advanced filters.
UPDATE • OCT 9 2024
Productive is now SOC 2 Type II compliant 🔒
Productive is SOC 2 Type II compliant, and this certification reflects our commitment to safeguarding your data, making sure it’s managed securely and responsibly. To learn more, take a look at our Trust Center.
NEW FEATURES • OCT 7 2024
We’ve updated our roadmap! 🚀
Over 300 updates and improvements are launched each year, and we’re raising the bar even higher. Discover what’s on the roadmap for the coming months.
September 2024
RELEASE NOTES • sep 30 2024
New Features
- Removed List-Calendar toggle on Person time off screen
- Added task number and default expanded state; search improved
Updates
- Clarified info for Rollover hours on recurring budgets
- Added ability of duplicating closed subobjects on project duplicate as template action
- Disables editing Due date when expense is paid externally.
- Applied settings control buttons for document styles (duplicate and delete)
- Implemented new “Create invoice” action inside automations. This action is available behind Budget trigger, which runs on Budget creation or updating
- Updated alignment styles in gantt table
- Restoring templates from the recycle bin links to the restored item
- Fixed the formatting issues in XLS and CSV exports
Bugs Fixed
- Replaced deal probability organizational setting with hardcoded 50%
- Fix an issue where My time off widget did not work if user had View your own time off entitlements permission
- Fixed an issue where Filter by company button on Company screen did not add filter
- Fixed time calculating in time range
- Fixed visibility of approver and rejecter in time entry item
- Fixed length indicator of suggested time entries in suggestions section
- Fixed the shown error message if end date is before start date when editing budget/deal details
- Allowed turning off/on delivering budgets with unapproved expenses in the budget sidebar
- Set the Tax rate select field on the invoice wizard as empty if there are no tax rates on the subsidiary
- Added custom fields to services report
- Fixed incorrect text on rejected bookings where instead of Rejected by, text said Approvers
- Inside data tables, fixed an issue where inline editing of certain columns would fail without explanation
- Fixed an issue when marking a project as delivered shows the wrong profitability at first
- Fixed an issue on Simple budget editor where discarded changes would persist in session.
- Update task custom fields positions based on positions set on its project.
- Add AED currency for NBP Exchange rate provider.
- Fixed a style issue where right border was missing from report table
- Generate frontend line items on change
- Approve action field is hidden if time approval is off
- Add check if pulse form exists.
- If invoice has saved date interval id as object in previous invoice settings it will be set as string
- Display date range constant correctly on invoice wizard for Uninvoiced Time & Expenses method when that method is selected
- Display date range constant correctly on invoice wizard for Uninvoiced Time & Expenses method when that method is selected
- Fixed an issue where toggling fields inside the document template editor would have no effect. * Extracted LIG comparison function from generating line items
- Time tab on person profile was showing Overview info
- Inside registration, changed last step title if referral type field is hidden
- Add flag check for reorder handle on task custom fields
- If a sort is selected for subtasks and the values are the same, sorting now falls back to the title of the subtask * Fix an issue where shared view was not deletable in resourcing
- Fix an issue where inviting contractor did not require a subsidiary
- Fix an integration export bugsnag
- Purchase orders can now be filtered with multiple payment statuses
- Extracted LIG comparison function
- Fixed the clear search button in Docs
- Fix: removed “Filter By” button in table column menu for non filterable fields.
- Fixed an issue where it wasn’t possible to search for templates when creating a new template
- Stop opening color picker when dragging deal stages
- Deleting deal from deal/services screen would sometimes throw some errors.
- Fixed fallback routes for person profile
- Fixes an issues where feature availability wasn’t refreshing properly after buying the Hris addon.
- Changed default step value for decimal number input field to 0.1
- Fixed loading state for bookings in Resourcing
- Fix how emails with custom domains are built
- Potential fix to prevent overriding bookings that are in the process of saving
- Added task number and default expanded state; search improved
WEBINAR • SEP 23 2024
Office Hours Webinar: Dashboards
Learn how to create and customize Dashboards: Add reports in the form of widgets to create the control center for your agency.
RELEASE NOTES • sep 11 2024
New Features
- Added descriptions for person modals
- Enabled duplicating closed tasks, subtasks and todos on project duplicate action
- Added ability of duplicating closed or open tasks on board or task list duplicate action
- Enabled duplicating of closed subtasks and todos on board duplicate action
- Added ability to search by nickname in sharing modals
Updates
- Inside automations, implemented permissions for viewing/managing tasks, deals, budgets and invoices
- You can now import an expense on a budget or deal with no project assigned. The optional “Client” field is also available
- Updated cost rate form so it uses as a template the cost rate with latest starting date instead of current cost rate.
- Show external sync indicator on expense payment
- Disables cost editing when expense is paid
Bugs Fixed
- Enable viewing JIRA widget for all users
- Fixed an error on budget form where “Owner” dropdown field would not show person’s avatar.
- Fixed showing associated task in company time entries list
- Fix an issue where after contact invite error page is shown
- Fixed unsupported Project type filter in Resourcing
- Fixed issue with creating filter params for reports
- Fixed not loaded related tasks on time entries in day view
- Fix changeset item to use raw values.
- Fixed an issue where users were able to submit expense form with invalid attachments, causing them to be unable to open later.
- Added the “Allow delivering budgets with unapproved expenses” checkbox to the Settings -> Budgets screen * Fixed the message when trying to deliver a budget with unapproved/rejected expenses.
- Fixed a bug where it wasn’t possible to open a predefined view within the Project screen and related tabs.
- Move Bamboo integration updated badge to direct integration.
- Fixed tooltips and colors on aproval action in data table.
- Fixed show absences button in Resourcing project layout.
- This fixes a bug where some views were not deleteable.
- Fix changeset item handling tags and attachments.
- Fix for styler header alignment and draft alignment
- Update changeset item value copy when enabling or disabling settings.
- Removed the ability to bulk select invoices, budgets or deals when viewing a single company since editing isn’t allowed there
- Fixed a bug where the quantity in the bill form wouldn’t accept decimal values.
VIDEO • SEP 9 2024
Sandbox, Improved Reports, UI improvements
Usually, August is a slower part of the year, but not for Team Productive. Keep reading to discover what we have in store for you right now.
VIDEO • SEP 3 2024
Office Hours Webinar: Vacation and Time Off
We’re kicking off our new webinar series with a topic that’s relevant to agencies of all sizes: Vacation and Time Off. In this webinar, you’ll learn how to manage time off requests and approvals, understand how time off impacts project delivery and more.
August 2024
NEW FEATURE • AUG 20 2024
Sandbox: Onboard teammates and try Productive features without messing up your data
A sandbox is a secure test environment where you can experiment without affecting your actual data.
It functions like a metaphorical playground where you can explore the system to better understand how it works or test new ideas.
RELEASE NOTES • AUG 13 2024
New Features
- Added a warning when creating a cost rate with 0 working hours
- Added a date picker when copying a recurring budget
Updates
- Add the “Updated” badge to the new BambooHR integration.
- Added separated column for lost reason note on deals report
- When closing the existing Cost rate and creating a new one, the following fields will be pre-filled using the existing cost rate:
- Adds the expenses section to the marketplace description for Xero
Bugs Fixed
- Fixed the “Additional amount needs to be distributed” issue when creating invoices.
- Fixed a bug with the profit and revenue table columns
- A fix for an issue that occured when adding new cost rates to person without previous cost rates
- Fixed screen resizing on timeline layout and added loader to task modal
- Budget used field on financial item report will show in budget currency
- Section name on deal or budget edit screen is no longer randomly truncated
- Activity feed will now correctly show ‘Time and materials’ instead of ‘Actuals’
July 2024
RELEASE NOTES • JUL 23 2024
New Features
- You can now share views on budgets and deals screens.
- Users will now be able to use interval date while creating an automation condition
Updates
- Round line item’s unit price on invoice wizard for correct calculation of its amount
- Add Approval status filter on Time off resourcing screen
- Task initial estimate can now be defined through quick add form
- Updated positioning of list header actions across kanban views to accommodate longer titles
Bugs Fixed
- Fixed the label for “Time and materials” billing type in the financial item reportYesterday
- Fixed a bug where all custom fields would show up when creating a new budget instead of only the ones marked to show up
- Fixed a bug where the document type would be incorrectly preselected when making a new budget from an existing budget or a template
- Fix for Adding Certain Filter Fields to Filter Groups
- Fixed incorrect permission for toggling Time off approval notifications
- Fixed incorrect items when Capacity & Availability report is grouped by custom field
- Adjusted the approval status labels for expenses in the report and when editing an exiting one
VIDEO • JUL 9 2024
Track Daily and Weekly Workload (BETA)
Now you can check your team’s daily and weekly workload and use it to improve utilization.
Using Workload, you can check estimated and worked time per each task, which is then compared to the person’s availability. If a teammate has too many Tasks on their hand, you’ll notice a visual warning. On the other hand, you’ll also see if they need more work. Read this article to learn more.
RELEASE NOTES • JUL 4 2024
New Features
- Added warnings for bulk creation of tasks, subtasks and to-dos
- Deal multiple sales pipelines
- Separated discount and subscription price for billing display
Updates
- Updated Docs breadcrumbs to support right-click and command-click for better navigation
- Updated copy on info label for invoice note and document template note with info about using custom fields as variables on those notes for document templates
Bugs Fixed
- Fixed rounding quantity on invoice wizard for invoicing percentage method
- Fixed RegEx for line item description
- Fixed an issue with default budget tracking types.
- There was an issue with bulk actions on deals where an error would appear
- Improved flash error message when editing a booking through booking form in Resourcing
- Remove duplicated filter fields in C&A report
- The invoice wizard’s preview request regex should interpolate items with a dash in its expression and use ‘:’
