What's new

We roll out updates quite often so check out the release notes to keep up with the changes.

2025 Release Notes

• 13 April 2025 - Filling time entries to capacity
• 30 March 2025 - Resourcing and expense audit records
• 16 March 2025 - Audit records for invoices, leave, projects, time entries, and timesheets
• 2 March 2025 - Improved WIP report performance
• 16 February 2025 - Contact custom fields and revenue calculations in people margin reporting

2024 Release Notes

• 15 December 2024 - More custom field enhancements, and additional mergefields enabled in invoice and quote templates
• 1 December 2024 - Timesheet Reminders target week setting
• 17 November 2024 - Confirmation pop-up for copy previous timesheets
• 3 November 2024 - View project, project budget, and timecode custom fields on additional screens
• 27 October 2024 - Copy previous timesheets and improve people cost calculations and margins
• 20 October 2024 - Projectworks brand refresh!
• 13 October 2024 - SQL views include write-off columns
• 7 October 2024 - Timesheet Reminders (beta)
• 22 September 2024 - more custom field enhancements and deprecation of WorkWeek API endpoints
• 8th September 2024 - Write-off time entries and saving people's hourly costs to 2 d.p.'s
• 25 August 2024 - Qty to 4 d.p. in quantity and rate invoice lines
• 19 August 2024 - Auto-sync between Projectworks and Xero, or QuickBooks
• 29 July 2024 - Purchase Orders and grouped expense export out of beta
• 14 July 2024 - Contacts directory, native HubSpot integration, and Salesforce integration
• 17 June 2024 - Group expenses to export (beta) and Purchase Orders (beta)
• 19 May 2024 - More custom field enhancements
• 12 May 2024 - Organisation hours per day for invoicing
• 05 May 2024 - Custom field enhancements on quotes
• 14 January 2024 - WIP by Budget report and setting the order of budget lines
• 28 April 2024 - Changes in Xero tracking category defaults
• 21 April 2024 - Reconcile credit notes from Xero and QuickBooks
• 14 April 2024 - Changes to Work Weeks and deactivating users
• 24 March 2024 - Budget Financials
• 25 February 2024 - Project start & end dates
• 18 February 2024 - Update holiday calendar date picker
• Product Update - February 2024
• 28 January 2024 - Invoiced revenue calculation for people margins and additional filters in time entries screens
• 21 January 2024 - Invoicing with Day Rates

2023 Release notes

• 17 Dec 2023 - Budget Level Resourcing (beta)
• 3 December 2023 - Visibility of write-off and write-on amounts on time
• 12 Nov 2023 - Default margin on expenses, people cost report
• 29 Oct 2023 - Enhancements to Timesheets and people margin reporting
• 22 Oct 2023 - Bulk approve draft invoices
• 15 Oct 2023 - Set status for invoices exported to Xero, currency conversion on invoice list screens
• 08 Oct 2023 - New person settings, simplified add person flow, & more
• 24 Sep 2023 - Enhancements to quotes
• 17 Sep 2023 - New qty x rate invoicing option
• Product Update - September 2023
• 03 Sep 2023 - Unit pricing on expenses, default unit price per expense type
• 27 Aug 2023 - New calculation modes for people margin reports, enhancements to quotes
• 13 Aug 2023 - Bulk invoice creation, more custom field enhancements
• 06 Aug 2023 - Enhancement to HubSpot integration, ability to bulk withdraw approved timesheets
• 30 July 2023 - Projects by WIP out of beta, more custom field enhancements
• 23 July 2023 - Expense default settings, ability to change company on projects in-flight
• 16 Jul 2023 - New beta Projects by WIP screen, custom field filters on invoice list screens
• 02 Jul 2023 - Ability to edit or delete exported expenses
• Product Update: June 2023
• 18 Jun 2023 - Show custom fields as filters on list screens, new Monthly Margin report
• 11 Jun 2023 - Export planned company paid expenses to Xero; Download PDF directly from invoice popup
• 21 May 2023 - Monthly burn report, download quote as a Word doc
• 30 Apr 2023 - Jira and Dev Ops issue ID on the time entries screens
• 09 Apr 2023 - Planned expenses & other expense enhancements
• 26 Mar 2023 - Project number to Xero invoice reference field
• Product Update: March 2023
• 16 Mar 2023 - Enhancements to Jira & DevOps integrations, more invoice template tags
• 08 Mar 2023 - Swap resourcing from more screens
• 26 Feb 2023 - Multiple CC addresses on Contacts
• 12 Feb 2023 - Mandatory comments on timesheets, expense attachment download
• 29 Jan 2023 - Bulk actioning invoices, expense tracking categories, & expenses to QuickBooks

2022 Release notes

• 13 Nov 2022 - SQL views updates
• 6 Nov 2022 - Minor updates
• 23 Oct 2022 - Non-billable timecodes & Utilisation target report
• 16 Oct 2022 - new notifications for leave
• 9 Oct 2022 - Time entry locked reason
• 25 Sep 2022 - User preferences (timesheets)
• 19 Sep 2022 - my dashboard pending approvals
• 4 Sep 2022 - Timesheet submit & approvals
• 14 Aug 2022 - new notifications for expenses
• 24 Jul 2022 - Customise expense numbers
• 17 Jul 2022 - Project start & end dates
• 3 Jul 2022 - customise email sender name and reply-to address
• 19 Jun 2022 - minor updates
• 12 Jun 2022 - new resourcing options
• 5 Jun 2022 - control access to project margin
• 22 May 2022 - add & edit companies
• 15 May 2022 - Projects by budget health & login with MFA
• 24 Apr 2022 - record time on opportunities
• 10 Apr 2022 - Invoice breakdown template options
• 3 Apr 2022 - Project Manager specific access levels
• 27 Mar 2022 - Invoices with qty & rate (Beta)
• 13 Mar 2022 - Additional time entries PDFs
• 27 Feb 2022 - Holidays and leave on time entries screens
• 20 Feb 2022 - New look for My Dashboard
• 13 Feb 2022 - By Availability shows 16 weeks
• 30 Jan 2022 - Daily & monthly resourcing
• 16 Jan 2022 - expenses bulk actions and lock month
• 10 Jul 2022 - BETA: Invoicing - advanced options (for quantity and rate)
• 20 Nov 2022 - Utilisation Target Report update
• 11 Dec 2022 - Default billing contact on project
• 18 Dec 2022 - Pre Xmas (minor) treats

2021 Release notes

• 19 Dec 2021 - HubSpot integration (beta)
• 5 Dec 2021 - Azure DevOps integration
• 28 Nov 2021 - Chrome extension start/stop timer
• 22 Nov 2021 - refresh templates and SQL view changes
• 14 Nov 2021 - Add/edit invoice screen redesigned
• 24 Oct 2021 - Bulk approve leave requests
• 31 Oct 2021 - Template management
• 10 Oct 2021 - Numbering systems
• 19 Sept 2021 - Jira tickets to timecodes
• 29 Aug 2021 - Single Sign on and Jira integration
• 22 Aug 2021 - Restrict users to a single access level
• 8 Aug 2021 - User permissions update (part 1)
• 2 Aug 2021 - Xero tracking categories
• 27 July 2021 - Project default rates for people
• 11 July 2021 - Minor updates
• 5 July 2021 - billable rate for resourcing
• 27 June 2021 - people on projects (prep)
• 14 June 2021 - Timesheet locking
• 30 May 2021 - Alternate email address (for Xero payroll)
• 23 May 2021 - Xero bills to pay *beta*
• 16 May 2021 - People margin report
• 9 May 2021 - New filters on resourcing screens
• 2 May 2021 - Expenses on invoice reports
• 25 Apr 2021 - Xero payroll (BETA)
• 18 Apr 2021 - Skills tagging for people
• 28 Feb 2021 - Cost rate cards (beta)
• 28 Mar 2021 - New notification options
• 7 Mar 2021 - Billable rates clarified
• 21 Feb 2021 - Employment agreement types
• 7 Feb 2021 - Restrict view of dollars
• 17 Jan 2021 - Restrict time entries to allocated hours