Summer 2023

CMap

Introducing the Summer 2023 Release

The items included in our Summer 2023 Release have been been shaped by feedback gathered in Feedback Portal. We listened to you, taking the most popular items, bundling them into cohesive themes, and we're bringing them to your fingertips between June and September.

These upgrades are not only highly impactful but also require minimal change management. This means we can release them as soon as they are ready, instead of waiting for a Beta period and having a "big bang" launch date.

As we continue to launch new upgrades through till September, this page will act as a living document, constantly updated to reflect the latest features. Note: The upgrades that are still in the works contain "[Coming Soon]" in their title.

By the time the CMap Summer 2023 Release Webinar takes place on Fri, Sep 15 (more details below), all the upgrades will be available. During the round-up webinar, we'll delve into each upgrade together to make sure you're able to take full advantage of them.

CMap Summer 2023 Release Webinar

This webinar steps you through the product tours, providing additional guidance and context. Click the image to load.

  • Intro (00:00:00)
  • Report Builder Search Box (00:20:05)
  • Link Report to Dashboard Box (00:23:12)
  • Filter Improvements (00:28:24)
  • Resource Schedule Enhancements (00:31:15)
  • Expand/Collapse Workload Schedule (00:38:36)

  • Move Resourcing Backwards (00:41:34)

  • New Availability Panel (00:44:00)

  • Current Month Improvements (00:49:20)

  • Auto Update Revenue Forecast (00:54:34)

  • Sticky Header (00:59:00)

  • Copy Previous Week's Data (01:00:36)

  • Prevent Time on Closed Projects (01:02:57)

  • Timesheet Location (01:05:52)

  • Editing Project Dates in Grids (01:08:10)

  • QuickBooks Online Upgrades (01:17:30)

CMap

Report Upgrades

Report Builder Search Box

This product tour covers:

  • How you can search across field names and data tables

Report Builder Search Box.png

Editions: All
Plans: Pro & Enterprise

Link Report to Dashboard Box

This product tour covers:

  • How you link a report to a dashboard box
  • How you access the report from the dashboard box

Link Report to Dashboard Box (2).png

Editions: All
Plans: Pro & Enterprise

[Coming Soon] Filter Improvements

This is not yet live 

QuickBooks Online Upgrades (1).png

Editions: All
Plans: Pro & Enterprise

Resourcing Upgrades

Resource Schedule Enhancements

This product tour covers:

  • How Auto Schedule/Block Schedule factor in user working patterns
  • How Auto Schedule/Block Schedule avoid time off
  • How Auto Schedule/Block Schedule takes existing resourcing into consideration

Resource Schedule Enhancements.png

Editions: All
Plans: Pro & Enterprise

Expand/Collapse Workload Schedule

This product tour covers:

  • How individual users can be expanded/collapsed
  • How all uses can be expanded/collapsed

CollapseExpand Workload Schedule.png

Editions: All
Plans: Pro & Enterprise

Move Resourcing Backwards

This product tour covers:

  • How resourcing can now be moved backwards in time

Move Resourcing Backwards.png

Editions: All
Plans: Pro & Enterprise

New Availability Panel

This product tour covers:

  • How we can see availability when using "Add Person"
  • How we can see availability when using "Switch to Someone Else"

New Availability View.png

Editions: All
Plans: Pro & Enterprise

Revenue Upgrades

Current Month Improvements

This product tour covers:

  • How timesheet data can be factored in throughout the month to update the current month's revenue forecast

Current Month Improvements.png

Editions: All
Plans: Enterprise

Auto Update Revenue Forecast

This product tour covers:

  • How we can now auto update pipeline projects

Auto Fee Forecast Pipeline Projects.png

Editions: All (except Architects & Engineers aka AEC)
Plans: Growth, Pro, Enterprise

Timesheet Upgrades

Sticky Header

This animated GIF shows:

  • How the day row now sticks when scrolling

Sticky

Editions: All
Plans: All

Copy Previous Week's Data

This product tour covers:

  • How to copy the previous week's data
  • How this function is all or nothing (and will replace any data already entered)

Copy Previous Week's Data.png

Editions: All
Plans: All

Prevent Time on Closed Projects

This product tour covers:

  • How a new "Closed Projects" section clearly identifies closed projects
  • How existing entries on closed projects become read only
  • How new entries on closed projects are not possible

Prevent Time on Closed Projects.png

Editions: All
Plans: All

Timesheet Location

This product tour covers:

  • How a secondary "Location" dropdown captures where the work was delivered

Timesheet Location.png

Editions: All
Plans: All

Date Upgrades

Editing Project Dates in Grids

This product tour covers:

  • How the Estimated Start Date can be moved forward to any date
  • How the Estimated End Date will automatically update by the same number of days

Project Start & End Date Upgrades.png

Integrations

QuickBooks Online Upgrades

QuickBooks Online Upgrades.png

Editions: All (add-on)
Plans: Growth, Pro, Enterprise (Add-on)

 

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