Wishlist

For the next 1-2 years, it should be possible to evaluate the following data based on deployment plans: Number of employees per month (at best in employee categories) FTE Sales with/without subs Sales/employees with/without subs Overhead surcharge/factor This data is required to prepare the annual report.

We need the option to evaluate maintained payment plans (not just automatically generated ones).

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.

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.

It would be great to be able to evaluate target days (week, month, year). For example, to display the days of attendance for the tax return at the push of a button. You could then evaluate target days minus mobile work, vacation, illness, etc. = days of attendance.

Graphically presenting the evaluations for “projects by period” would be great. With multiple projects and values, it quickly becomes confusing.

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.

When a new sub-service has been created, the page jumps back to the top of the page (“top”). However, since the service is added at the bottom, you then have to scroll down again for each service before you can create the next one. It would be good if the cutout stays “at the bottom” /at the bottom of the page. It would also be great if you could copy partial performance groups and if you could not only move them up and down, but also let them jump to another position on the list (drag and drop would be a dream)

Currently, you can filter by project during evaluations and then display your own costs/invoices/sub-costs. This makes it possible to look back. The future months are already displayed, but additional values (planned costs/planned sub-bills/planned invoices) would be needed to then also represent a forecast. The data is indeed available. This option would be perfect to see at a glance how a team/location etc. has “performed” with several projects in recent months or what the future will look like. Important for investment and personnel decisions!

You can create your own lists on the employee page. These lists can be filtered, but only by one condition. It would be nice if here, in a column, you could filter according to several conditions. example: Current AZ account Here I'd like to only see values outside a specific range: [Condition 1: number ≥ x] & [Condition 2: number ≤ y]