Improved ‘Planning Projects’

VOGSY has deployed a change in Planning Projects that released a fix for the following:

Planning Projects and Planning Resources were not showing the same information for the current and previous weeks:

‘Planning Resources’ is showing timesheet data for current and previous weeks and ‘Planning Projects’ was showing planned hours. When time was tracked differently than what was planned, there was a discrepancy in hours shown in these planning views.

The issue has been solved  by improving ‘Planning Projects’ so this view is now showing the tracked hours for current and previous weeks, in addition to future planned hours

There are two things you should know about this change:

Change in ‘Planning Projects’ permissions

Since the current and previous weeks are showing timesheet data, the permissions of ‘Timesheets’ are applied when changing the hours of these weeks.

You can change hours in the current week or previous weeks when:

• The hours are your own 
• The setting ‘Lock time entries’ allows you to
• If you have access to the back office (you are assigned the role ‘Support Staff), you can always change hours.

The permissions for changing future weeks are unchanged.

Changed column in reports

VOGSY offers a set of Google Sheet Reports that allow you to import VOGSY data in Google Sheets, so you can build your own reports using Google Sheets.

Due to the Planning Projects change, we’ve renamed a column in the back office Reports ‘Deliverables’ and 'Projects’. The column, formally named ‘Hours in Draft Until Today’ is now titled ‘Hours in Draft’. To update these columns, you will need to access and refresh these reports in the back office. To refresh the report, select ‘Add-On’s from the Google Sheet top bar, then select VOGSY - refresh report. 

Improved navigation

Just released: some new improvements in the interface of VOGSY!

These changes should make navigation in VOGSY more obvious. We've learned from practice that the 'My-menu' (which contains options like 'My Timesheets', 'My Planning' and 'My Expenses') is not found easily.

Therefore the options of 'My Menu' are moved to the main menu of VOGSY.
To keep the main menu nice and compact, the options 'Snooze' and 'Done' are added to a sub-menu. The same goes for 'Planning Projects' and 'Planning Resources':

Improved 'Main menu'

Last but not least, the navigation to the back office has moved to the top-right header of VOGSY. Of course, this option is only available for users who have access to the back office.

Option 'Back office' has moved

Revenue Forecast

"How will the revenue develop in the coming months?" "Is the current sales pipeline sufficient to keep everyone billable, or should we hire staff to cope with the workload of current and future projects?"

These are very relevant questions each PSO is frequently asking. 

Recently we released a new chart 'Revenue Forecast'. This chart gives realtime insights into the revenue of future months and helps to answer these questions.

The Revenue Forecast is based on the sales pipeline, current projects and future projects which are not planned yet.
Also, for each month a target is displayed in this chart. This enables you to see at a glance if the revenue of future months will meet the targets.

Revenue Forecast

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.