2024: In Focus

2024—WHAT A YEAR!

As we kick off another exciting year, now's the perfect time to look back on the array of upgrades that made 2024 a milestone year for CMap.

Throughout the year, we’ve worked hard to keep you updated with in-app announcements—make sure you don’t miss the bell icon in the top corner! However, we know there’s value in bringing everything together in one comprehensive round-up. Our aim is to make sure you're fully informed and able to take full advantage of every upgrade.

In 2024, our biggest advancements came through the Spring 2024, Summer 2024, and Winter 2024/25 Releases, along with our UIUs (User-Inspired Upgrades)—carefully crafted for maximum impact with minimal change management.

This article serves as your one-stop hub for all the transformative updates CMap experienced throughout 2024.

TL;DR:

2024 has been another incredible year of reinvestment in CMap, fueled by major Seasonal Releases—Spring, Summer, and Winter—alongside a constant flow of User-Inspired Upgrades (UIUs).

Highlights include:

• Central Planner: Project View – a powerful new resourcing tool
• The first wave of CMap AI, with the Project Closure Assistant leading the charge
• Game-changing dashboard upgrades like External Content Dashboards
• The debut of Audit Logs
• A revamped Timeline
• A monumental year-long security upgrade

In total, over 60 upgrades have been delivered, transforming admin, dashboards, resourcing, projects, reporting, expenses, and the API to elevate how you work.

Ready for the details? Let’s dive in!

2024 IN FOCUS WEBINAR

We hosted a webinar on Wednesday, January 8, 2025, to walk you through all the upgrades from 2024 and give you a glimpse of what’s coming in 2025. The webinar covers exactly what’s detailed on this page, so you can choose to watch, read, explore product tours, or dive into related articles—whatever works best for you!

Upgrades include:

• Add a Role to the Resource Schedule [AEC]
• Add a Role to the Resource Schedule [Consulting]
• Bulk Add / Remove Placeholders
• Single Sign-On (SSO) + Multi-Factor Authentication (MFA)

Add a Role to the Resource Schedule Upgrade (AEC)

Editions: AEC
Plans: Pro + Enterprise

Add a Role to the Resource Schedule Upgrade (Consulting)

Editions: Consulting
Plans: Pro + Enterprise

Bulk Add / Remove Placeholders

Editions: AEC + Consulting
Plans: Pro + Enterprise

External Content Dashboards

External Content Dashboards enables you to publish dashboard boxes from external sources e.g. MS Power BI, Salesforce, etc., enabling you to take your dashboards to the next level in CMap!

Editions: AEC + Consulting
Plans: Enterprise

Single Sign-On (SSO) + Multi-Factor Authentication (MFA)

Editions: AEC + Consulting
Plans: Starter, Growth, Pro + Enterprise

CMap SUMMER 2024 RELEASE

Summer 2024 took things up a gear with the launch of the innovative "Central Planner: Project View," reshaping how teams manage resourcing. This release also marked the debut of CMap AI in Beta, introducing The Analyst's "Project Closure Assistant" to boost productivity and reduce admin. Completing the release was a major revamp of the Sage Intacct integration, empowering customers to self-serve their setup with ease, and relevant "In-app Help" being introduced CMap-wide.

Upgrades include:

• Central Planner: Project View
• CMap AI: Project Closure Assistant [Consulting]
• CMap AI: Project Closure Assistant [AEC]
• Sage Intacct Integration Upgrades

Central Planner: Project View

Editions: All
Plans: Pro + Enterprise

CMap AI: Project Closure Assistant [Consulting]

Editions: Consulting
Plans: Starter, Growth, Pro + Enterprise

CMap AI: Project Closure Assistant [AEC]

Editions: AEC
Plans: Starter, Growth, Pro + Enterprise

Sage Intacct Integration Upgrades

Editions: AEC + Consulting
Plans: Growth, Pro + Enterprise

CMap WINTER 2024/25 RELEASE

Winter 2024/25 wrapped up the year with a series of impactful updates, starting with a major revamp of the Timeline, now featuring "Dependencies" and paving the way for exciting CMap AI developments like "Project Automation" (coming soon!). This release also saw the introduction of the first area of "Audit Logs," with Invoicing taking the lead. We launched a new Salesforce integration, alongside a revenue upgrade for Enterprise customers, and introduced invoicing bookmarks tailored specifically for our AEC customers. A fitting conclusion to a transformative year.

Upgrades include:

• Timeline Dependencies
• Audit Logs: Invoicing
• CMap + Salesforce Integration
• Revenue FX Rates Upgrade
• 6 x Invoicing Bookmarks [AEC]
• In-app Help

Timeline Dependencies

Editions: All
Plans: All

Audit Logs: Invoicing

Editions: All
Plans: Enterprise

CMap + Salesforce Integration

Editions: All
Plans: Add-on

Revenue FX Rates Upgrade

Editions: All
Plans: Enterprise

[AEC] Invoicing Bookmarks

Editions: AEC
Plans: Growth, Pro + Enterprise

In-app Help

Editions: AEC + Consulting
Plans: Starter, Growth, Pro + Enterprise

UIU UPDATES

UIU (User-Inspired 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 2024's upgrades into themes below. But if you're interested in checking out a comprehensive chronological list that goes beyond 2024, click the image below to access the article.

UIU: Admin

• 49748 — Move Timesheet Entries Tool incl. Task & Activity Filters
  The Move Timesheet Entries tool now offers greater precision. Previously, the tool only allowed filtering by date, which limited its flexibility. With this update, you can refine your selection using Task and Work Activity filters (if your use this optional feature).

  These new filters give you the control to focus on specific areas of a project, streamlining the process of rehousing time and ensuring accurate adjustments.

  Editions: AEC + Consulting
  Plans: Starter, Growth, Pro + Enterprise
  
  

• 58951 — "Zapier" Tool Renamed "Webhooks"
  We’ve renamed the Zapier tool to "Webhooks" to better reflect its expanded functionality. The admin tool name, description, and page header now align with this update, ensuring consistency across the platform.

  Editions: AEC + Consulting
  Plans: Enterprise
  
  

• 51253 — Auto % Complete Calculation Consistency
  We’ve enhanced the "Auto Percentage Complete" tool to ensure more accurate calculations. These updates fix issues with employee cost rates and prevent double-counting effort, especially during part-submitted timesheets over month-end.

  This change provides more reliable data for recognising revenue and managing project progress.

  Editions: AEC + Consulting
  Plans: Pro + Enterprise

UIU: Dashboards

• 52025 — Refresh Dashboard Upgrades
  We’ve made a major improvement to how you control and share dashboards with your users. Previously, refreshing dashboards came with some frustrating limitations: you couldn’t refresh individual pages, always wiped out what users already had, and worse, it applied to all users in the Security Group.

  Here’s how the new 3-step process works:

  • Select the page(s) to refresh: Choose which individual dashboard pages to update, e.g., just the "Home Dashboard" through to "All" pages.
  • Choose to replace or append the selected page(s): Decide whether to replace the existing content on those pages or append new dashboard boxes. With "Append," only new dashboard boxes are added, preserving users’ current dashboard setup.
  • Select the user(s) to apply changes to: Target specific users, giving you more precision and control.

  This upgrade offers much greater flexibility! For Pro & Enterprise customers, it also paves the way for some exciting new dashboarding updates in the future. If you haven’t heard from your CMap Account Manager yet, expect to receive more details soon!

  Editions: AEC + Consulting
  Plans: Starter, Growth, Pro + Enterprise
  
  

• 47705 — Roles Not Yet Resourced Dashboard Box Improvements
  We've made two improvements. Firstly, the "Project No - Title" column is now left-aligned, enhancing readability and making it easier to scan project details. Secondly, Placeholders are now included in the data, as they represent undefined resources by definition, ensuring a more complete and accurate view of unresourced roles.

  Editions: AEC + Consulting
  Plans: Pro + Enterprise
  
  

• 48165 —Time Off Clashes Dashboard Box Improvements
  Resourcing a user on a public holiday now correctly flags as a clash, reflecting periods where the person is unavailable but has been allocated work. This update ensures these conflicts are highlighted.

  Additionally, data from projects with statuses such as Dead/Lost Potential or Closed/Deleted Project has been removed. This refinement makes the list of entries more relevant, focusing only on active and meaningful project data.

  Editions: AEC + Consulting
  Plans: Pro + Enterprise

UIU: Resourcing

• 52025 — Add Resource to Budgeted Roles Only in Resource Schedule
  Now, you can choose to add a resource only to budgeted roles with a single action, eliminating the need to manually remove resources from unbudgeted roles that were previously hidden.

  With this new update, when you click "Add Person" or use the green box with the white cross, you’ll see a new checkbox for "Budgeted roles only" alongside the existing "Add to all stages" option. This allows you to target your resource allocation more precisely, ensuring resources are only added where they’re needed. By default, the feature remains unchecked, offering flexibility in how you assign roles. Whether you're working with hidden or visible roles, this enhancement simplifies project management and saves you time.

  Editions: AEC + Consulting
  Plans: Pro + Enterprise

UIU: Projects

• 44532 — Flip Between Billing Types in Externals
  You can now seamlessly switch an External's Billing Type between "Bill as Incurred" and "Bill as Scheduled". Unlike before, you're no longer confined to a single billing type once an invoice is created. Feel free to switch between these options whenever needed. Your historical data stays intact, and the new approach applies moving forward. Nice and simple.

  Editions: AEC
  Plans: Growth, Pro + Enterprise

• 47705 — Increase Year Dropdown Limit to 15 Years
  Previously, when scheduling invoices, the year was capped at 5 years from the current year. This restricted the furthest scheduling date to 2029 (2024 + 5). For those with long-term projects needing a longer timeframe, we've extended the limit to 15 years. Now, you can schedule invoices up to 2039 (2024 + 15).

  Editions: Consulting
  Plans: Growth, Pro + Enterprise

UIU: Expenses

• 42088 — Expense Item Project / Internal Code UI Improvement
  If you make the selection of a project or internal code mandatory when adding expenses, we've improved clarity by introducing a radio dial. Now, it's easier to choose between linking to a project or an internal code. No more confusion with both fields having asterisks—just a straightforward, user-friendly experience.

  Editions: AEC + Consulting
  Plans: Starter, Growth, Pro + Enterprise

UIU: Reporting

• 57090 — New "Externals and Expenses Invoiced Between Dates" Report Builder Field
  We’ve added a new field to the Stages report type in Report Builder: "Externals and Expenses Invoiced Between Dates". This field helps you track the total invoiced amounts for Externals and Expenses within the date range you specify in the "Global Date Range" filter.

  You’ll find this new field just below the existing "Invoiced Between Dates" field. Unlike the existing field, it focuses solely on Externals and Expenses, ensuring you can get the breakdown you need for better reporting.

  Editions: AEC
  Plans: Pro + Enterprise

UIU: Finance Integrations

• 57129 — Sage Intacct: Improved Alternate Currency Handling for Invoices
  We’ve enhanced how CMap handles invoices created in alternate currencies when pushing to Sage Intacct. If an invoice includes a custom exchange rate, it will now retain this rate and the alternate currency during the push. This ensures the invoice reflects the intended amounts without unexpected conversions.

  For Intacct configurations with the new "Sales Invoices - Use Alternate Currency" flag enabled, invoices will align with your currency and rate settings. If changes are needed after pushing to Intacct, alternate currency details will be locked to preserve accuracy.

  Editions: AEC + Consulting
  Plans: Growth, Pro + Enterprise

UIU: API

• 52621 —API: Country Added to Address Endpoints
  The Address API Endpoints are now more complete with the addition of the "Country" field. Previously missing, this update ensures you have all the necessary address details at your disposal, streamlining integrations and enhancing data accuracy.

  Editions: AEC + Consulting
  Plans: Enterprise