What's new?

Create option added in search

A new option is released in the search functionality of VOGSY, which allows you to create persons, organizations, opportunities, and projects right from the search.
Previously you needed to go back to 'Home' and tap on the big orange plus to create new records. Now, it's a lot easier to create for example an organization after you searched for it and concluded that the organization doesn't exist in VOGSY en needs to be created.

Create option in search mode

Filter 'Expected order date' opportunities

It's now possible to filter opportunities by expected order date. This gives you a nice view of which opportunities should have your attention because they will be closed in the specified period.

Filter by expected order date

Remember filter settings

The search mode offers multiple filters and order options. When leaving the search mode by tapping on a card, the applied filter and order were reset. Recently this is solved by saving the filters and order settings and apply them when you return to the search view. This makes it much easier to browse thru search results.

Turn of events for submitted time entries

Submitting time entries is not an optional step in the process of booking time entries. Therefore the notification of event 'Time entries submitted' cannot be muted in the feed configuration. This goes for project managers because they need to approve these time entries, but not for team members or followers of the project. For these users, the notification is optional, but unfortunately could not be muted. From feedback, we've learned that this was desirable. Therefore this event is split into two separate events: 'Time entry submitted for approval' and 'Time entry submitted'. Only event 'Time entry submitted' can be muted.

Submit 'Time entry submitted' is split

Event 'Time entries submitted' improved

When multiple time entries are submitting at once by submitting a week, the text of the event which is generated for approval shows the exact date of the submitted time entries. This helps the project manager approving time entries.

Improved notification of submitted time entries

Planning: Navigate to date

To navigate quickly to a specific date, a date picker is added to 'Planning Projects' and 'Planning resources'. This ables you to jump directly to a selected date without scrolling thru weeks. Button 'Today' navigates back to the current day with one single tap.

Navigate to date

Planning resources: Navigate to project

When drilling down on a resource the line of the resource expands and shows the planned activities on projects. Now you can easily navigate to the project by tapping on the project logo.

Chart 'Resource utilization'

Some nice improvements for chart 'Resource Utilization' are released:

• New filters added which allows you to filter resources by activities and skill levels.
• The list of resources shows only resources which are - or should be - billable
• Information is presented in decimals to give a more precise view of utilization

Improved chart 'Resource utilization'

Show organization of contact persons

When a person is a contact person of an organization, it was hard to find out which organization was related to that contact person. Recently the person view is improved and shows the related organizations of the contact person.

Show organization of contact person

Show budget using sales rate

For each deliverable on a project card, an indicator is displayed which shows the actual utilization of the budget in percentage. This percentage is calculated by comparing the calculated costs with the actual spent costs. This way you can monitor the costs of your projects.
If you want to monitor the budgets by what was agreed with the customer of the project, the calculation of the budget should be using the sales rate of the calculation and spent hours.
A new setting is introduced in function 'Project settings' which allows you to display the budgets using cost rates or sales rates.

Display budget by sales rate or cost rate

Back office: Settings companies/departments

Two new features were added to function 'Companies/departments'.

• The possibility to delete a company or department. This delete option only appears when there are no references to the company or department (like invoices, projects, opportunities).
• A new configuration option which allows you to specify if the company or department can be selected for projects or opportunities. Only companies or departments which are selected will be displayed in the drop-down of field 'Department' in form 'Projects' and 'Opportunity'.

Delete option and new setting for 'Companies/departments'

Information added to reports 'Time entries' and 'Projects'

The following information is added to report 'Time entries':

• Billable hours: the number of billable hours which are booked as billable.
• Sales rate: the actual sales rate when the time entry was booked.
• Cost rate: the actual cost rate when the time entries was booked.

Additional columns are added to report 'Projects' which show the planned hours (in money) per month of the current year.