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

CMap WINTER 2023/24 RELEASE

Summer turned, naturally, to... Winter. We don't believe in Autumn at CMap HQ. Who needs 4 seasons unless it's a pizza topping, right?

Winter is a continuation of Summer's mission—delivering the most popular ideas suggested by you through Feedback Portal. While Winter remains a work in progress, some upgrades are already live, with others scheduled for release ahead of 2024. This page showcases the upgrades available in this calendar year. For a comprehensive overview of the entire CMap Winter 2023/24 Release, head to the dedicated page.

There's no round up webinar to see yet because it takes place on Wed, 7 Feb 2024 @ 2:00PM GMT / 9:00AM EST. But you can click the image below to register for it!

Curated guided product tours are available, where applicable.

New Report Filter Drawer [Coming Soon]

Editions: All
Plans: All

Time Off Clashes Dashboard Box

This product tour covers:

• How the dashboard box warns of instances of allocated resourcing clashing with approved time off
• How you can easily access the project's Resource Schedule to take rectifying action

Editions: All
Plans: Pro, Enterprise

Roles Not Yet Resourced Dashboard

This product tour will cover:

• How the dashboard filters based on Estimated Start Date, highlighting pressing priorities
• How projects can be swiftly accessed to investigate and take action
• How you an easily toggle the budget display between Hours and Days.

Editions: All
Plans: Pro, Enterprise

New Unallocated Resources Modal [Coming Soon]

This product tour will cover:

• How the new Unallocated Resourced modal works

Editions: All
Plans: Pro, Enterprise

Add/Switch Person Filter Drawer [Coming Soon]

This product tour will cover:

• How the new Add/Switch Person filter options work

Editions: All
Plans: Pro, Enterprise

Resource to Internal Codes Upgrade

This product tour will cover:

• Now access the tool from the main navigation (People > Resourcing > Internal Resourcing)
• Control multiple users in one tool
• New advanced options (e.g. Avoid, Block Schedule, Move Schedule, etc.)

Editions: All
Plans: Pro, Enterprise

CSAT UPGRADES

CSAT upgrades are continually rolled-out throughout the year. They exist outside of the major Seasonal Releases because while they're high-impact, they don't require orchestrated change management.

To simplify, we've compiled and grouped all of 2023's upgrades into themes below. But if you're interested in checking out a comprehensive chronological list that goes beyond 2023, click the image below to access the article.

CSAT: Projects

37531 — Editing Project Dates in Forms

This is related to the "Editing Project Dates in Grids" update that went live with the Summer 2023 Release. That particular upgrade made it possible to update Project Start Dates in the grids and not be prevented from selecting a date beyond the current Project End Date (hurrah!).

This update relates to when you update the Project Start Date in the "form" (i.e. on the Lead Details and Project Details page). Previously, when you clicked on a date to open the calendar date selector, you'd be limited to dates prior to the current Project End Date. This meant that if you wanted to select a date beyond the Project End Date, you'd have to update the Project End first.

Now, you can select any date you want, and if you happen to choose a date beyond the Project End Date, CMap will simply ask you to update that date before you can click "Save" to commit the change.

Editions: All
Plans: All

34529 — Adding Extensions to Closed Projects

Previously, you could only create a new "Project Extension" for live projects. We've extended this to enable you to create extensions for closed projects too, saving you having to temporarily re-open and then re-close the desired project.

Editions: All
Plans: All

34409 — Non-AEC: Link Potential Project to Another Potential

The "Linked Projects" feature was only available on live projects, meaning you couldn't establish a link from a potential project to another potential project. We've upgraded potentials to enable this.

Editions: All (except AEC)
Plans: All

40527 — Hide All Non-budgeted Roles in Fee Estimator Tab

If you're on the AEC (Architects & Engineers) Edition, you can skip this. If not, read on...

Some customers have complex Fee Estimators, spanning multiple tabs with tens of roles. Once a role was added, it appeared in every tab, which was fine if you had a few tabs and a handful of roles. However, with significant volume, it resulted in a very wide Fee Estimator page as it had to include every single role, regardless of whether they were budgeted on that tab or not.

Now, you could click the role name to activate the "Manage Role" pop-out and select the "Hide Role" option to mitigate this issue. But, you had to do this manually, one at a time. So, to make this easier, we've introduced a new "Hide All Non-budgeted Roles" option to the pop-out that takes care of it in one fell swoop!

Editions: Consulting, PSA, Life Sciences (Not AEC)
Plans: All

35431 — Purchase Invoice Multiplier

Previously, if you wanted to apply a multiplier to purchase invoices on "Bill as Incurred" transactions, you had no option but to manually update the "Billing Amount". The good news is CMap can now automatically apply the multiplier, in exactly the same way you can apply a multiplier to personal expense items.

How do you apply the multiplier? Head to the Budget vs Actual page, and if you click the "Set Multipliers" link in the right-hand Multipliers box, you'll find you can now apply a "Purchase Invoice Multiplier" too.

When you add a purchase invoice to a "Bill as Incurred" external, the "Billing Amount" will reflect the multiplier that you've set here.

N.B. This functionality is dependant on a certain set of features being enabled, so if you'd like to benefit from this, and you currently don't see the "Multiplier" box or the "Purchase Invoice Multiplier" option once you've clicked the "Set Multipliers" link, contact Support who'll arrange to make the necessary changes.

Editions: AEC Only
Plans: All

34530 — AEC: Invoiced to Date in Invoice Schedule

Wouldn't it be useful to know how much you've actually billed on each stage? Well, now you do! We've added a new "Invoiced To Date" column in the Invoicing Schedule, so you know exactly where you're up to.

Editions: AEC Only
Plans: Growth, Pro, Enterprise

CSAT: Invoicing

41217 — Draft Invoice File Name Update

Draft invoices previously generated as "Invoice - [string of random characters]" e.g. "Invoice - 1234abc-5678def.pdf"

We've updated this to make them more helpful, so they now adopt the format of "Invoice - Project No. - Month - Year" e.g. "Invoice - 1234 - July - 2023".

Editions: All
Plans: Growth, Pro, Enterprise

42180 — Invoices Scheduled to Potentials Tidy Up

If you're either (a) using the AEC Edition, or (b) don't have the ability to schedule invoices to potential projects—this is a feature option—, you can skip this.

Still reading? Ok. When you came to build custom reports in Report Builder with the "Target" Report Type, scheduled values for dead/lost projects would be included. We've tidied this up to make sure that they're ignored from reporting.

Editions: Non-AEC 
Plans: Pro, Enterprise

40526 — AEC: New Variant of "stagebreakdowngross2" Invoice Bookmark

We discovered that some of you were taking the data populated by the existing "stagebreakdowngross2" invoice bookmark and manually tweaking it to get the desired result. We've released a new variant of the "stagebreakdowngross2" invoice bookmark, that eliminates the need for this manual step. It does this by removing the top header row and introducing the currency symbol in the bottom total row.

What have we called this new bookmark? "stagebreakdowngross2noheader".

Editions: AEC only
Plans: Growth, Pro, Enterprise

32082 — AEC: Hourly Invoice Backing Sheet (w/o Fixed Fees)

The existing "invoicespecification" invoice bookmark gives details of time being charged, as well as including the details of fixed fees. We've created a new version of the bookmark, excluding the fixed fee details so only the time being charged is displayed. This is available as a new invoice bookmark called "simplehourlysummary". If you need assistance implementing this, please contact Support.

Editions: AEC only
Plans: Growth, Pro, Enterprise

42285 — Invoice Schedule Auto Updates Project End Date (AEC)

When you update the Invoice Schedule and move an invoice beyond the existing Project End Date, CMap now automatically updates the Project End Date for you. Nice and simple, but very helpful!

Editions: AEC Only
Plans: Growth, Pro, Enterprise

44531 — Update Subsequent Invoices for Potential Projects

There's an optional feature that enables you to schedule invoices to projects while they're still in the pipeline, rather than just when they're live.

When you move scheduled invoices on live projects, you get a "Do you want to reflect the date change in subsequent invoices?" prompt. This prompt didn't appear for potential projects. Now it does!

Editions: PSA (i.e. Non-AEC)
Plans: Growth, Pro, Enterprise (optional feature)

CSAT: Revenue

41001 — "Billing Amount" Added to Purchase Invoices When Using "PI Received" Historic Option

This new revenue option uses the sale price from an "Additional" in the Revenue Scheduling when the Historic Option for Additionals is "PI Received".

If you'd prefer this, it's now available!

Editions: All
Plans: Growth, Pro, Enterprise

CSAT: Timesheets

32808 — Part-Submit Timesheet for Month End

Enterprise customers have an exciting new timesheet upgrade to improve the month end process. Let's discuss in detail..

Previously, you could only submit a timesheet for a full calendar week. If month end fell midweek, this meant you either (a) had to chase timesheets to that date and instruct people not to change it, or (b) ask people to submit their full week ahead of time.

Now, when month end falls midweek, the way you "Submit" will behave differently. A new pop-out appears, asking if you'd like to do a "Month end only" submission. Let's say that month end was a Wed. This would mean that Mon-Wed would be submitted, and Thu-Sun would remain open, with the submitted days being read only.

Editions: All
Plans: Enterprise

36851 — Late Timesheet Report Upgrade
(N.B. Requires 32808 — Part-Submit Timesheet for Month End)

If you're not using the "Part-Submit Timesheet for Month End" feature (32808), your Late Timesheet Report will be unaffected. If you are using the feature, read on...

The Late Timesheet Report showed you incomplete timesheets up to and including the "previous week end date". And you can still view the report like this, don't panic. Only now, you can apply a "previous month end" view too. This alters the report to produce a list of people that have not part-submitted their timesheet for month end.

What's more, in the top-right, you'll find a new "Send Reminder" button. Clicking this triggers sending a reminder email, and you can opt to copy in their line manager too if you like.

Editions: All
Plans: Enterprise

36852 — Re-Open a Timesheet Upgrade
(N.B. Requires 32808 — Part-Submit Timesheet for Month End)

If the “Part Submit Timesheet for Month End” feature is enabled, the “Re-Open a Timesheet” admin tool will behave differently, giving you the ability to re-open timesheets on the 1^st day of every month (i.e., post month end and any day of the week) as well as every Monday (as was previously just the case).

If you re-open on the 1st of a month, the week will re-open in part-submitted format. For example, if the 1st was a Wednesday, the Monday & Tuesday would be read only, and Wednesday onwards would be editable. If you wanted the full week to be editable, you'd have to re-open from the Monday instead. This gives you greater control around time recording changes post-month end.

Editions: All
Plans: Enterprise

CSAT: Admin

41801 — Historic Option Revenue Scheduling Security Permission

Previously, permissions applied to the entire tool, meaning I could both change the "Auto Forecast" options for the future and the "Historic Options" for the past. We've now split these out into separate permissions, enabling (for example) you to allow people the ability to adjust the Auto Forecast option, but not change the Historic Option and alter how you recognize revenue moving forward.

In "Security Groups", you'll find a new "Revenue Scheduling - Historic Option" permission which allows you to be more precise with what users can/can't do.

N.B. The permissions will be set to match their user experience prior to this change, so people will continue to be able to do what they've always done. If you'd like to limit their ability to adjust the Historic Option, please update the relevant Security Group(s).

Editions: All
Plans: Growth, Pro, Enterprise

27200 — Resource Schedule Security Permission Change

There was some disagreement with what "Edit" permissions should enable a user to do, with the consensus being that "Block Schedule" and "Auto Schedule" should be available (which they weren't) and "Switch to Someone Else" shouldn't (which it was). So we've changed what "Edit" permissions enable users to do to reflect this.

For transparency, here's a full breakdown of what each of the options do (N.B. "Edit" is the only one that now performs differently):

• No Access
  • shows a page that says they do not have access and to contact their CMap administrator
• Read Only
  • allows the user to see the page but only view the information
  • cannot add, change or remove time in the schedule on the page
  • cannot add a person or another resource or see any unallocated resources
  • no access to any functions in the menu when the user clicks on the persons name except for:
    • Show Availability
• Edit
  • allows the user to see the page and amend information
  • can add, change and remove time in the schedule on the page
  • can add a person or another resource and handle any unallocated resources
  • has access to functions in the menu when the user clicks on the persons name: 
    • Show Availability
    • Move Schedule
    • Auto Schedule
    • Block Schedule
• Full Control
  • allows the user to see the page and amend information
  • can add, change and remove time in the schedule on the page
  • can add a person or another resource and handle any unallocated resources
  • has access to all functions in the menu when the user clicks on the persons name:
    •  
      • • Show Availability
        • Auto Schedule
        • Block Schedule
        • Move Schedule
        • Clear Schedule
        • Switch to Someone Else
        • Remove

Editions: All
Plans: Pro, Enterprise

39115 — Delete and Restore Projects Permission

A new Security Group permission called "Delete and Restore Projects" enables you to delete projects created in error and restore projects that were deleted in error.

To be able to delete, the project must have no data associated to it i.e. no invoicing, revenue, time, expenses, purchase invoices, or future resourcing. You control this using the "Actions" dropdown on the Project Details page.

To restore projects that were deleted in error, you head to the new "Restore a Project" tool in Admin. It's as simple as that.

Editions: All
Plans: All

CSAT: Grids

42087 — Exporting Grids to CSV Improvements

Previously, you could export only the Contacts grid to CSV. Now, you have the ability to export all other grids, including Companies, Groups, Leads, Pipeline, Projects, People, and Activities!

You controlled which users could export the Contacts grid via Security Groups and the "Contacts CSV Export" permission. You'll be pleased to know that we've introduced equivalent "[Area] CSV Export" permissions for the new grids. These permissions are handily located in the corresponding Security Group "Access Level". We recommend reviewing your Security Groups to ensure they align with your preferences.

Curious about where to find the export option? It's conveniently located within the "Actions" dropdown at the top of the grid.

Editions: All
Plans: All

CSAT: Reporting

38760 — "Export to CSV" in Reports

Many reports had an "Export to Excel" action. But this wasn't always accurate, as some reports exported a CSV file instead.

The "Actions" menu now labels the function correctly, so it now says "Export to Excel" if it produces an Excel file, and "Export to csv" if the file's a CSV.

Editions: All
Plans: All

42575 — Report Builder: Rolling Week Filter

Rolling date ranges used to be limited to a month, so the lowest possible rolling date range was +/- 1 month. We've introduced the ability to go down to the week level, so now the lowest possible rolling date range is +/- 1 week. 

This will enable you to create more granular reports and dashboards.

Editions: All
Plans: Pro, Enterprise

43701 — Purchase Invoice Multiplier Report Builder Field

We recently launched a "Purchase Invoice Multiplier" upgrade. To complete this work, the field is now available in Report Builder. Nice and simple.

Editions: All
Plans: Pro, Enterprise

39181 — AEC: "Workstage ID" Field Added to "Stages" Report Builder Report Type

The "Workstage ID" field has been added to the "Stages" report type, enabling you to include a unique reference to differentiate similarly named stages in your reports.

Editions: AEC only
Plans: Pro, Enterprise

41209 — AEC: Exposing "Billing Amount" for "Purchase Invoices - Invoice Amount Row" Feature in Report Builder

If you're (1) not on AEC, and (2) not using the "Purchase Invoices - Invoice Amount Row" feature, you can move on! If you are, read on...

The feature introduces a "Billing Amount" when you enter a purchase invoice, but this field wasn't available in Repot Builder. Now it is!

Editions: AEC only
Plans: Pro, Enterprise

39182 — Stage Fee & Externals Values Added to AEC Invoices Report Type

A neat little enhancement to the Report Builder reporting capabilities in the AEC Edition. Specifically, we’ve made a significant improvement to the "AEC Invoices" report type. Let me explain…

Previously, when using the "Stage Name" field in the AEC Invoices report type, the values displayed for "Budget Fee" and "Budget Additionals (Externals)" were aggregating the total fees for all stages, rather than providing individual stage values. This limitation arose from the fact that the linked "Projects" data table only contained project-level data and lacked stage-level details.

We’re pleased to inform you that we’ve addressed this and we’ve now incorporated stage-level data for fees and externals into the AEC Invoices report type

Editions: AEC
Plans: Pro, Enterprise

19719 — Report Builder: Custom Calc Totaling 

When setting a Custom Calc before (i.e. to the left of) a project data field, only the first project included in the results would be included. We've updates this so that the overall value is now presented, as per the intention of the calculation.

N.B. This update may change the values you're accustomed to seeing in your report(s).

Editions: All
Plans: Pro, Enterprise

30304 — Report Builder: Sub-totaling AVG's on Custom Calcs

When sub totals were introduced for Custom Calc's and set to AVG, Report Builder wasn;t calculating this correctly. This has now been addressed.

Editions: All
Plans: Pro, Enterprise

34531 — Report Builder: Office & Team Included in "Fee Estimator" Report Type

If you have a multi office set-up and a "walls down" configuration, it's possible to budget for roles across multiples offices & teams on the same Fee Estimator. In the Report Builder, however, only the role name is displayed. We've introduced extra detail, including the office & team in brackets.

Editions: All
Plans: Pro, Enterprise

34410 — Report Builder: External Billing Type Added to "Purchase Invoice" Report Type

We've introduced a new "External Billing Type" field to the "Purchase Invoice" report type, which will enable Architects & Engineers users to filter by the relevant options e.g. those set to "Bill as Incurred".

Editions: AEC only
Plans: Pro, Enterprise

34871 — Report Builder: Stages Added to "Budget External" Report Type

We've linked the stages table to the Budget External report type for Architects & Engineers users to enable more detailed reporting e.g. identifying which stage expected expenses costs are due to fall in.

Editions: AEC only
Plans: Pro, Enterprise

41305 — DRS Standardization

Over the years, we're implemented minor tweaks to individual DRS setups, resulting in a disparity among customers. Our goal was twofold:

1. Ensure that every customer has uniform access to the same high-quality data
2. Ensure we can implement future upgrades easily

Rest assured, this update won't disrupt your existing DRS tables. Anything you've created to date will continue to function.

If you'd like to explore the new "DRS Data Dictionary," reach out to our Support team for further assistance.

Editions: All
Plans: Enterprise

CSAT: Integrations & Add-Ons

40363 — Sage Intacct: FX Rate

The integration assumed the currency of the customer record and the entity will match in Sage Intacct, which in reality isn't always the case. To complicate matters even further, Sage Intacct has three different levels of currencies: (1) Base Currency (2) Entity Currency (3) Transactional Currency.

The base currency is now hard coded to the master currency that you use in CMap. If the Entity currency does not match the transactional currency, this should be applied from the Entity base currency in Sage Intacct. And the transactional currency will always match the Customer Record.

Editions: All
Plans: Growth, Pro, Enterprise

42792 — Sage Intacct: Future Dated Transactions

We made a change (41946 referenced below in week 40) which ultimately only partially solved the issue. This is the full solution.

The integration will continue to use the "Invoice Date" or "Approval Date" to set the FX Rate Date when the date is today or earlier. When the date is in the future, the "Invoice Date" or "Approval Date" will still be used and correct, but the integration will use the FX Rate for today's date in order to successfully push the transaction and avoid "Unable to push transaction as it is dated later than today. No FX rate available for the future" messages.

Editions: All
Plans: Growth, Pro, Enterprise

41946 — Sage Intacct: Future Dated Transactions

Previously, you were unable to push future dated transactions because the lack of an exchange rate caused an error.

Now, you'll be able to push future dated transactions across, and they'll simply use the exchange rate for today in order to let them pass across.

Editions: All
Plans: Growth, Pro, Enterprise

32508 — Sage Intacct: Business Unit Filter

CMap used to limit you to filtering transactions by Office. We've now introduced a Business Unit filter i.e. matching your organizational structure in CMap.

The next time you enter one of the Sage Intacct integration tools, you'll be greeted by the new filter option.

Editions: All
Plans: Growth, Pro, Enterprise

32512 — Sage Intacct: Push Invoice Document

When you push invoices across using the "Push Sales Invoices" tool, the integration can now also include the document associated with the invoice. This update also applies to credit notes.

Don't panic, this has been introduced as a feature. If you'd like to have this enabled, please contact Support and ask for them to change your configuration. If you don't want to have it enabled, simply ignore this message.

Editions: All
Plans: Growth, Pro, Enterprise

41573 — Sage 200: Department Mapping Tool

We've introduced a new "Department Mapping" tool for customers using Sage 200 integration.

Because the "Department" field in Sage 200 is a 3-character code, we suggest the custom project/user field you use is limited to 3-characters, as we will only be able to pass across the first 3 characters into Sage 200.

Editions: All
Plans: Growth, Pro, Enterprise

34052 — QuickBooks Desktop: Office & Business Unit Filters

CMap used to show transactions globally. We've now introduced filters that enable you to filter transactions by Office and Business Unit i.e. by your organizational structure in CMap.

The next time you enter one of the QuickBooks Desktop integration tools, you'll be greeted by the filter options.

Editions: All
Plans: Growth, Pro, Enterprise

32899 — API: Add Approved Time Off Requests

You can now push time off data into CMap via the API (e.g. from your HR system) with the status of "Approved". This means you avoid a redundant re-approval of time off once it's in CMap.

Editions: All
Plans: Enterprise

32901 — API: Edit Projects via API

Previously, the API enabled you to push brand new projects into CMap, but not make edits to projects that already existed.

The good new is you can now update the properties of existing projects via the API.

Editions: All
Plans: Enterprise

39148 — Marketing Module: Campaign Tracking Internal Cost Toggle

The "Internal Cost" multiplied time by the charge out rates contained in the standard rate card. We've now introduced a toggle, enabling you to run the calculation by multiplying the time by cost rate instead.

Editions: All
Plans: All (Add-on)

THANK YOU!

As we wrap up this eventful year, we want to express our gratitude to you, our incredible community of users. Your support, insightful feedback, and dedication to embracing progress fuel CMap's evolution.

2023 has been a year of monumental growth and innovation for CMap. From the groundbreaking Spring release that introduced "Time Off in Hours" to the Summer and Winter releases built on your valuable input, each enhancement has been a deliberate stride in elevating your experience.

Your enthusiasm in exploring these upgrades and actively participating via the Feedback Portal has been pivotal in steering CMap's course. Your involvement is the catalyst that propels us to make CMap harder, better, faster, and stronger.

We're excited to continue this journey with you into 2024. Brace yourselves, as we've got more epic upgrades lined up. Stay tuned, we'll be sharing more about these exciting developments very soon.

Thank you for an amazing 2023, and here's to a 2024 that promises yet more remarkable advancements!