This release includes several features to make common actions in Stackd faster and easier.

• Add Project Quick Navigate

  • Shows up as a # symbol next to the “Projects” menu item on the left

  • Clicking on this (or pressing the keyboard shortcut ctrl+space) opens a way to quickly enter a project number to navigate to or select from a list of recently visited projects

• Timesheets time entry improvements

  • Add ability to delete timesheet entries (would have to enter 0 hours in past)

  • Add ability to change all parts of a timesheet entry including date and project

  • Split SCRN selection out of Phase and into its own select (only applicable for Projects with an SCRN)

  • Add discipline to the project entry list (defaults to top internal discipline in global list)

    • This now used to correctly populate discipline for timesheet entries during invoicing

  • Remove the need to first add a project or overtime category before adding time to them

    • Clicking add Project Time or add Overhead Time now just let’s you select the Project/Overhead Category and add time in one step

  • Add ability ability to add time directly from the project page

  • Add setting to disable requiring users to first submit the previous timesheet before adding time to a subsequent one (Timesheet Require Submit Previous)

  • Better support multiple timesheet entries on a single day

    • Hovering over the total time for a date will show the entries in a pop-up

    • Clicking on any of these entries will edit them

    • Clicking on the “Add New” entry will start adding a new entry for that project

    • Clicking on the total time will always edit the most-recently added entry for that date

    • Indicate the number of entries (if more than 1) for a date under the total hours

  • Allowing viewing existing timesheet entries for submitted timesheet periods

• Add 2 Factor Authentication (2FA)

  • Users can enroll in 2 factor authentication to make login more secure

  • 2FA is required to view HR Information for users (highly sensitive information)

    • We no longer store any personally identifying information

    • 2FA is remembered for a short duration

  • Add a notes section to HR Information

• Project Tags v2

  • Add a Project Tags to Design Information

  • Project tags belong to a Group

    • Project tag groups can be configured in System > Lists > Project Tag Groups

    • Each group belongs to a discipline which determines where in Design Information the tags show (in the Design Scope section for that discipline)

  • Update System > Tags page to have tabs/sections for Client Tags and Project Tags

  • Allow filtering by Projects Tags on the Projects page

  • Replaces existing Structural building information in Design Information

    • Existing structure data has been converted into Project Tags

• Invoice export

  • Add ability to Export an invoice

  • Only Quickbooks CSV format supported at the moment

  • Add ability to mark invoices as exported and filter by export status

  • Add bulk actions to Invoices page

    • Add ability to Export multiple invoices at once (in a single csv file)

    • Add ability to mark multiple invoices as sent at once

  • Update invoices page to show project information more like project billing page

  • Add ability to change number of invoices per page

  • Make invoices table header and footer sticky

  • Add ability to filter invoices by Project Manager

• Employee and personnel performance reports

  • Added improved KPI reports on the System > Users page under “Reports” (top-left, next to add user)

  • Employee performance report

    • Includes a breakdown of hours for a specified period

    • Includes common metrics like Utilisation Rate and Effective Bill Rate

  • Personnel performance report

    • Includes a summary of employee performance report details for all employees

• Improve user de-activation

  • Add a filter toggle to include deactivated users on Users page

  • Add ability to re-activate users

  • Add a setting and permission to view deactivated users

    • The permission is under System and is called “View Deactivated Users”

      • This also controls if the filter option appears in System > Users

    • The setting is “Display Deactivated Users in Dropdowns”

      • This does not affect the filter option in System > Users

    • Both the setting needs to be on and the permission granted for a user to see deactivated users in lists

    • This is primarily intended for admin users to always have the permission, but only turn on the setting when they need it (to remove a user from a project or similar). The permission prevents other users of the system (who do not have it) from seeing the deactivated users in lists, even when the setting is on. This is done the avoid confusion.

  • Improve handling of deactivated users in several areas

• Improve client delete and restore

  • Previously, only a client with no projects or invoices could be deleted

  • Now, only open invoices will prevent client deletion

  • Existing closed invoices for client will still show in the Invoices lists

  • Existing projects for client will still show in the Project list

  • Add ability to restore a deleted client

• Move Payments Received out of Accounting and Into Invoicing

• Move Sub-consultant Invoices out of Accounting and Into Invoicing

• Add a setting to enable per-client project rates (rates list)

• Add a setting for Field Review Intro

• Add button and setting to break SCRN items into separate lines on proposal invoices

• Increase the max size of invoicing comments fields

• Add ability to rename Roles when editing an Invoice

• Add a bulk action to change Role for selected Timesheet items when editing an Invoice

• Add ability to edit rates when editing an Invoice

  • Includes a bulk action

• Add ability to edit roles when editing an Invoice

  • Only available as a bulk action at the moment

  • Roles can be renamed by clicking on the pencil icon when hovering over the role row

• Add ability to specify the date when bulk marking payments received as deposited

• Add ability to view these changelog entries from inside Stackd (newspaper icon in the bottom-left of screen)

  • Will automatically show after an update with noteworthy changes is released