It's here: Task management!

By popular demand, we just released a new feature which allows you to create and track tasks in VOGSY!

Assign tasks to yourself or to a colleague and associate the task with an organization, opportunity or project. Of course, you can specify a due date and let VOGSY remind you if tasks are due.

Tasks view VOGSY

Easy to read kanban-style views will give you instant insight into your own tasks or the tasks which are associated with a specific project, opportunity or organization.
On top of that, VOGSY sends out notifications when tasks are assigned to you, when the status is updated or when tasks are due. This will help you manage tasks and get things done in time and improve your sales performance and project delivery!

Please find this topic in the VOGSY-guide which explains how to use the VOGSY task manager.

What's new?

Proudly, we announce the deploy of a major release of VOGSY! This post describes 2 major changes which we want to bring to your attention:

Improved UI

Following the recently released  UI-improvements, the cards and views of persons, organizations, and projects are redesigned so they match the latest Google Material Design patterns. These patterns make the UI more consistent and will provide you better user experience.

New project view

Besides this new look, also the navigation is improved. Frequently used navigation options which were listed as menu items are now displayed as actionable icons on the project card. This enables you to navigate more quickly to the edit form, project planning or the calculation and resourcing section of a project.

Improved navigation on project card

Track and submit time from 'My Planning'

Since time sheets are prefilled with planned hours, it makes sense to submit time from your planning.
Submitting time from your planning would provide another advantage: You don't have to toggle between 'My Planning' and 'My Timesheets' every time you didn't spend time according to plan and want to re-plan the remaining hours.

From now on, My Planning shows time entries for the current week and past weeks instead of planned hours. At the beginning of a new week, the planned hours of the new week becomes draft time entries. This way you can track spent time for the current week and past week in My Planning.

When there are unsubmitted (draft) time entries, the action 'Submit' will appear. This enables you to submit draft time entries of that week.

Track and submit time in 'My Planning'

It's also possible to submit time entries until the last day of the month. Therefore you'll need to toggle the 'Week-view' of 'My Planning'. The action 'Submit' will appear when the current week is the last week of the current month. 

Of course, it's still possible to use 'My Timesheets' to track time.

Good to know: function Planning Resources is also showing time entries for the current week and past weeks. This allows you to see in one view the tracked time of different resources.

We hope you'll enjoy the new UI and the improved planning features!

Improved look!

It's been a while since the last update. Of course, we continuously improve VOGSY and added some awesome features and improvements.

Most recent, we've changed the look and feel of VOGSY so it matches the latest Google Material Design patterns. The menu, for example, has an updated look and is now showing in which section you are. Also, some UI-elements of cards have subtle updates which improve the overall look and feel of VOGSY.

New look of the VOGSY menu

Another improvement is the new opportunity-view. This view is more actional and shows information in a more compact way to enable you to get a better insight into the opportunity. Also, it allows you to take instant action by changing the current stage and sales probability without leaving this view.

New opportunity view

Project Margin

How profitable are my projects and what is the actual margin?

With the latest VOGSY-release, our new feature provides real-time insight into the calculated and actual project margin.
These margins are displayed on the project card including a detailed explanation of the actual margin per project deliverable.

Project margin and specification per deliverable

Also, it's possible to configure the algorithm that calculates the project weather so it visualizes if a project has a good or bad actual margin. This enables you to anticipate and take the correct actions to maximize project profitability.

For more information, please read this topic in the manual. The manual has a more detailed explanation and provides examples, describing exactly how the margin is calculated.

What's new?

Change allocated resources: create new planning is optional

When a resource allocation is changed, the planning is automatically generated. This could result in the loss of manual changes in the planning.

To prevent this, a new feature is added which allows you to keep the current planning or create a new planning based on the changed allocation:

Keep or create new planning

Planning projects and resources: New columns added

'Will I finish my project on budget?' And - in case of time and material - 'Will I spend all calculated hours?' These questions will be on top of your mind when planning projects and resources.

To give you a better insight into how your budgets will be spent at the end of the project, we introduced new columns in 'Planning projects' and 'Planning resources'. These columns show information which enables you to anticipate and adjust the planning so budgets will not be exceeded or - in case of time and material - prevent the loss of money because you didn't spend (and invoiced) all the calculated hours.

The following columns are added to 'Planning resources' and 'Planning Projects':

• 'Hours in draft until today': The number of hours in draft until today
• 'Planned from tomorrow': The number of hours which are planned from tomorrow.
• 'Hours to plan': How many hours do I need to plan to make sure my budget will be completely spent? 'Hours to plan' is calculated as follows: 'Calculated hours' minus 'Hours spent' minus 'Hours in draft until today' minus 'Planned from tomorrow'. When 'Hours to plan' shows a negative number of hours, there are to many hours planned. When it shows a positive number of hours, the budget (calculated activities) allows you to plan more hours.

Added columns in planning

These columns are available in the following functions:

- Planning Projects

- Planning Resources

- Report Projects (Back Office)

- Report Deliverables (Back Office)

Planning resources: Show available hours

There is a new option in 'Planning resources' which shows the available hours instead of the planned hours. This gives you a detailed view of the available hours of resources.

Availability resources

Plan time off and non-billable hours

A new feature is released which allows you to plan time off and non-billable hours! This will make your planning more realistic and precise. A big advantage is that the planned time off and billable hours are - just like planned hours for projects - synced to your Timesheets!

When tapping on 'Time off / Non-billable hours' in 'Planning resources' or 'My planning' a drop-down shows with a list of absence types and non-billable activities. The items on this list can be maintained with a new Back Office function 'Time off / Non-billable hours'.

Plan Time off / Non-billable hours

New logo!

We proudly present the new VOGSY logo:

We are very happy with it! 😄

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.