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)
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Expand/Collapse Workload Schedule (00:38:36)
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Move Resourcing Backwards (00:41:34)
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New Availability Panel (00:44:00)
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Current Month Improvements (00:49:20)
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Auto Update Revenue Forecast (00:54:34)
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Sticky Header (00:59:00)
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Copy Previous Week's Data (01:00:36)
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Prevent Time on Closed Projects (01:02:57)
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Timesheet Location (01:05:52)
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Editing Project Dates in Grids (01:08:10)
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QuickBooks Online Upgrades (01:17:30)
Report Upgrades
Report Builder Search Box
This product tour covers:
- How you can search across field names and data tables
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
Editions: All
Plans: Pro & Enterprise
[Coming Soon] Filter Improvements
This is not yet live
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
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
Editions: All
Plans: Pro & Enterprise
Move Resourcing Backwards
This product tour covers:
- How resourcing can now be moved backwards in time
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"
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
Editions: All
Plans: Enterprise
Auto Update Revenue Forecast
This product tour covers:
- How we can now auto update pipeline projects
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
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)
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
Editions: All
Plans: All
Timesheet Location
This product tour covers:
- How a secondary "Location" dropdown captures where the work was delivered
Editions: All
Plans: All
Updated