We have always captured high-level budget information at the project level. But we never really did much with the data. Well we have decided to capture additional budget information and make use of it all. Starting today, in additional to project level budget information, you can now enter budget settings for tasks.
To make the most of this data, we are introducing Budget Alerts. Budget Alerts send emails to people when a budget setting is exceeded or within a certain limit. Budgets are checked daily at midnight, using your company’s timezone setting. Once triggered, an email will be sent weekly until the budget alert is removed.
There are four budget types:
- Cost Per Task – This budget type uses the Budgeted Cost defined for each task to determine when to trigger a budget alert.
- Hours Per Task – This budget type uses the Budgeted Hours defined for each task.
- Total Project Cost – This budget type uses the Budgeted Cost defined in the Project Overview.
- Total Project Hours – This budget type uses the Budgeted Hours defined in the Project Overview.
Note: You must be on trial or a paid plan to use Budget Alerts. Budget Alerts are sent at 11 p.m. EST.
Create Your First Budget Alert
Click Settings then Projects. Click on the Project you want to have a budget. Under the Budget Alert section, click Add Budget Alert. Complete the form then click Add Budget Alert.
So you have tons of projects and realize that you now want your team to track a new task that applies to all of the projects. Before today you had to add this task to each project. We have simplified this process to one step. Now when you create a task for a project you can choose to add the task to one or more other active projects. You can choose specific projects or select all of them with a single click.
Give it a try today! Here is how easy it is to add a new task to multiple projects.
Enter a project and select Add Task. Enter the task information and select Yes for Copy Task to Other Projects. Check all the projects you want to copy the task to then select Add Task.
It is that easy! Let us know you like this enhancement by Liking this post, clicking Google +, and sending a Tweet. We promise to keep them coming.
We always get requests to customize invoices, so we decided to give you more control over how your invoices look. Allow me to introduce you to Invoice Sets. Invoice Sets allow you to customize invoices beyond the default display settings. You can change label names, hide certain fields, repeat footer information, and even change an invoices layout (requires a custom invoice). Each invoice is assigned a single Invoice Set. The Invoice Set assigned controls the way the invoice is displayed. For example, you can create an Invoice Set that renames Quantity to Qty and hides the Discount field. You may want another invoice that always displays your banking details in the footer. Invoice Sets are really flexible.
Creating an Invoice Set
Click Settings then Invoices. Under the Invoice Sets section click Add Invoice Set. Give the Invoice Set a name to help you distinguish it from others and adjust the settings to suit your needs. Once added you can edit an invoice to use the new Invoice Set.
We also will be creating custom invoices for customers with unique requirements or that just want their invoices to look a specific way. Get a quote for a custom invoice by sending an email to email@example.com with a sample of the invoice you us to reproduce. You will be able to select your custom invoice template from your Invoice Set.
Show us you like this update with a Facebook Like, Tweet, and a Google + below! We are just getting started.
WeWorked always required a set work week that started on Sunday and ran through Saturday. We believed that the majority of our customers followed a standard work week schedule. However, the time has come where our customer base has spread all over the world and has thus outgrown what is typical. And for this reason we are proud to announce that you can now customize your weeks to begin on any day of the week.
This feature was once reserved only for our Enterprise customers, but we felt even our smallest customers would benefit from the ability to change which day started the week.
Administrators can go to Settings then edit Company. You will see the option to change Start of Week near the bottom of the screen.
Your feedback is important, so Like, Google+, and tweet this post to let us know you like this update.
Starting today you can view all your past WeWorked receipts. You will continue to receive the standard receipt by email when a payment is received, but should you ever need additional information or something more formal, the new PDF receipt should satisfy your need. You can even add additional information to your receipts, such as your VAT Number and address. We hope this makes things easier for you.
You can access the new receipts by clicking Account in the Dashboard area. Your receipts are located under the new section Payment History.
As always, Like, Tweet, and Google+ this post to let us know you like the update. Much success!
In addition to the hiding comments and leave from a timesheet printout, you can now choose to hide all non-billable tasks. This works on the weekly and daily view of a timesheet.
While viewing a timesheet, click Print then check which items you wish to hide from the printer-friendly version of the timesheet.
We made some major improvements to the daily timer.
How it worked before
Previously the timer required you to keep the timer window open. Closing the window would stop the timer. You also could only run a single timer at a time.
How it works now
Today you can start a timer or multiple timers for tasks. You can close the browser and come back later and the timer will keep running. The timer windows will no longer get in your way. You will no that a task has a timer running by the animated bouncing ball.
Give the new timer a try, and let us know what you think. Enjoy!
I am so happy to introduce Leave Approvals in WeWorked. WeWorked has always had the ability to track leave accruals and leave used, but for many that wasn’t enough. Many of our customers have been managing the act of requesting and approving leave outside of WeWorked. We decided it was time to bring that process inside the application. Here is how the new process works:
1. A user completes and submits a Leave Request.
2. An email is automatically sent to the approver for review. The request can either be approved or denied. Denied requests require a comment to explain the reasoning.
3. If approved, the initiator is notified by email that the request was approved. If denied, the initiator of the request is notified by email of the denial along with the reasoning.
4. Approved Leave Requests are listed on the applicable timesheet. This makes it easy to view the leave request that were approved for that period. Now approvers can easily see if a timesheet has any leave requests approved before approving the timesheet.
Leave Request History
WeWorked will keep a history of all the actions that occur to a Leave Request. Some of the actions logged are when the leave request was approved, when the leave request was denied, and who submitted the leave request and when.
Leave Request Report
A new report was added to support the new Leave Request functionality. The new Leave Request report gives a snapshot of Leave Requests that have been submitted and their current status. This will be good for forecasting resource levels.
Note: We have given all accounts free access to the Leave Request feature for 30 days. The Leave Requests feature is an additional paid feature. Those that find value in the add on should find the price well below the benefit gained.
We are pleased to introduce a new report we call the Standard Leave Report. This report shows the current leave balances for all the people on your team. Previously only Administrators had access to this information. Now Administrators can give people access to this report so they can view the leave balances for the people on their team.
Anyone in the IT field knows that once people discover you are somewhat savvy with technology, you become the go-to person for all IT related questions. From website design to networking to hosting, you get bombarded with it all. The questions usually start out “Can you… or Do you know how to…” My typical response is “No, but I know someone that does.” This recurring dialog is what sparked our latest project.
Allow me to introduce WeHireFreelancers.com. WeHireFreelancers is a place where people can go post and find freelance jobs in digital, technology, and business. We launched the site on September 1st, which is Labor Day in the United States. The site is definitely in a pilot stage and, for now, totally free to post a job. We are not taking any commission from freelancers for earning new business (like some other popular sites). We believe that hirers and freelancers can workout their own details and payment arrangements.
If you are a freelancer, know a freelancer, or are looking for a freelancer to help with your website, write an article, or just build the next Facebook, check out WeHireFreelancers.com.
Employers should go post a job today! And freelancers should follow the twitter account @wehirefreelance to be the first to know about a job opportunity.