Wishlist

For our forecast and planning, we need the INFO of pending invoice in accordance with all payment plans. Currently, only the “Expected invoice according to automatic payment plan” tile can be selected.

Under Employees/Evaluations/Times, you can get a good overview of working time accounts and other topics related to recording working time. However, as described in the last user group, I still see open potential here: • Views: Show and hide columns Not all columns visible in the table are of interest to all offices. For example, we don't use coming and going. We also do not have any paid overtime. Wouldn't it be useful if you could create individual lists (settings) that can be published throughout the office here, as is also possible elsewhere in Projo? From our point of view, absolutely, as there may be other parameters of interest at this point that are not yet available here. • Filtering and sortability of lists (also applies to the “Absences” list To save yourself the hassle of exporting to Excel, it would be nice if you could also sort and filter the tables (Who has the most overtime, who often works over 10 hours, who takes too short breaks, who has the most open vacation (the column doesn't exist yet, for example) • Additional column - Remaining vacation • Additional column - “Target hours adjusted” In some places, projo uses a “adjusted for absences that reduce target hours” for the monthly target. This would also be of interest to us at this point (reconciliation of the “Debit to Booked” column in the overhead analysis, comparison of booked hours with “adjusted target hours”) • Additional column - AZ account change • To be continued...;) This update would then no longer require us to export to Excel on a monthly basis and would therefore be a fantastic development of this site. VG! Jan

It would be great if you had the above evaluation at contract level.

Under Office/Evaluations/Projects by Period, the value “Expected Invoice According to Automatic Payment Plan - Subcontractor” should be added - this is currently available for payment plans.

The project management asks why there is no evaluation of the performance level as an amount depending on the operational budget in the contract overview. Currently, only the order amount is taken into account.

For the tax advisor, we need an evaluation per quarter, which sorts and summarizes the number of employee hours per project. This is required, among other things, for the BWA.

In the “Frozen Project Results” list, please filter to the self-created project lists and please make the columns sortable. All projects are currently displayed there alphabetically without the option to filter.

The “external costs” column includes: Down payments made to subcontractors (advance invoices) Payments made to subcontractors (final invoices) Additional costs (e.g. travel expenses) In order to evaluate the partially completed services, it would be useful to split up these 3 included costs, as I need the individual sum of the down payments made. I have to calculate that by hand now... :( Thank you

In the dashboard, you can quickly see the development of cost rates (direct costs per project hour, overhead costs per project hour and average actual hourly rate) in a diagram. From our point of view, it would be nice if you could extend the presentation to 12 months, so you would have a year-on-year comparison. From our point of view, this makes sense because the calculated cost rates fluctuate over the course of the year. These fluctuations are periodic and are basically repeated every 12 months. The annual report would therefore make sense.

If an hourly booking is transferred to another partial service, the title of the former partial service is still retained in the comment. This is uncertain on the one hand, vis-à-vis the client, provided that the hourly bookings are attached to the contract if hourly performance is to be evaluated with Excel, etc. The comment text should therefore be adjusted when rebooking.