Improved Added

Release 1.7.0

Alex Farrugia
2 years ago

New Feature (Reports):

Two new tabs ('All' and 'Charges') have been added to the Reporting page. The first should be quite self-explantory and will allow to view any sort of transaction which matches your filters or viewing permissions, (this includes Charges as well). The Charges tab will instead give you a summary of any charges created within Hidma.

Improvement (Reports):

Reports now allow sorting by nearly all columns and a Status Column has been added for the All, Billed and Charges tab which shows the billing status of the row in question.

New Feature (Users):

A new feature which all team managers are bound to appreciate is the Charge out Rates widget in a user's dashboard. This widget will display a chart where work carried out by the user in different projects is represented as bars (which represent the amount of hours worked) and a super-imposed line graph which illustrates the average charge out rate for each of these bars.

Projects will be displayed based on when the user was actively working on them - and you will be able to customise the date range by clicking on the date range picker (1).  At the bottom of the chart you will see a scrollable bar (2) which can be used to scroll through the entire chart as well as to modify the viewing range. By resizing the scrollable bar you can control the scale of the chart. Finally by simply hovering on one of the data points (3), you should be able to see more details about the project in question.

Users' profiles will now also include a statistic displaying the Average Chargeout Rate (4) for the current calendar year. This figures is calculated using a weighted average mechanism, which means that the different rates per project are multiplied by the amount of hours within the project to provide a more realistic and accurate figure.

It is important to note that only Projects which are marked as closed will contribute towards the Average Chargeout Rates and Chargeout Rates.

Improvement (Users):

It is now possible to specify a starting date when changing a user's charge out rate. In choosing a date, one can either back-date a new applicable charge-out rate or else select a future day for this to kick in.

One can also see a log of all the changes which were made to charge out rates on the user's profile by expanding the Update Log field.

It is important to also note that one can end up overriding other existing rates if he or she specifies a rate with a start date which anticipates an existing rate's start date or else if one specifies a future start-date for a new rate, when a scheduled rate change has already been created.

Improvement (Projects):

When closing a project (or multiple projects), a confirmation window will now pop up and show if you any of the projects have any outstanding time which as yet has not been billed. Each project will be listed along with the total amount of unbilled hours. If you would like to view the specifics of each project, you can simply expand the project field by clicking on the arrow icon. You can also choose to deselect any projects' checkboxes for any projects which you would want to exclude from this change.

Improvement (Timesheets):

Viewing all your timesheets and managing other user's timesheets while on the mobile site is now much more user friendly. A tabbed approach allows for easier navigation across different timesheet states. Also timesheet start and end dates are displayed underneath the user's name.

A similar interface is now also applied in the Timesheets' widget in a user's dashboard