Product Update - June 2017

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  • Updated 3 years ago
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Upcoming Feature:

Conditional approvals

When businesses set up approval of timesheets or other items, one size does not fit all. Consider these examples:

  • Some organizations only want timesheets with overtime to be approved
  • Some want to redirect items to backup approvers when the regular approver is away
  • Others want specific approvers to approve, but only under certain conditions, such as based on the total time entered
To meet this need for flexible, condition-based approvals, we’re creating a versatile approval platform that will allow approvals to be based on a broad range of conditions.

We plan to offer default rules that cover common timesheet, time off, and expense approval scenarios. Or, if your requirements are more complex, you can have custom rules scripted.

The following two default timesheet approval rules are already available for use on request:

  • Supervisors are only required to approve timesheets that include overtime hours
  • Supervisors are only required to approve timesheets that include more than a pre-set number of hours
Note that you’ll need enterprise-level products from the new product suite to access conditional approval rules.

Major Feature Launched Last Month:

Automatic syncing of task dates when copying projects

Imagine you need to copy a project that has a dozen tasks, each with its own start and end date. And say you want to move all the task dates so they stay in sync with the new project’s start and end dates.

Now imagine you have to update all of those dates one by one.

Are you feeling frustrated yet?

Well there’s no need for frustration any longer. Now, when you copy a project with tasks, you can choose to keep those tasks in sync with the project dates automatically. So, if you set the new project to start 30 days after the original project started, the start date for each task will move 30 days into the future, too.

And if you’d rather keep the original task dates, you can still choose to do that.

Please see the release notes for detailed information on keeping task dates in sync when you copy a project. Contact your Customer Success Manager or Customer Support to learn how to enable new features in your current environment.
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Paula Tannahill, Technical Writer

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Posted 3 years ago

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