🚀 November 2022 - Platform Updates

Exciting new platform updates, check it out!

📅 Release Cycle Cadance Updates

Over this past release cycle, we incrementally released features over the past few weeks instead of releasing them all at once.

Starting with the next release, we are moving our release cadence by one month to align more closely with the calendar quarters. Our next release update will happen in early January 2023.

For the January 2023 cycle, we anticipate a more traditional cycle where we release some key features all at once.

🎥 Platform Update Video

Watch a video summary of this Platform Update from Alex, our Onboarding and Customer Success Lead.

🆕 New Features and Functionality

Surveys in a Project.

We added several capabilities to surveys, including:

  • Managing Surveys directly in the Project screen

  • Adding the ability to update a survey to update your recommendations in a project

  • Allowing you to attach multiple surveys to a single Project

Phases and Content in Your Projects

In addition to Surveys, we also made significant changes to how you can manage Phases and Content in your project.

  • We added support for dynamic Project Phases, allowing you to customize the phases in your project.

  • We’ve made all standard content editable with appropriate permission, so now you can change the Service category, phase, and even the name of Services and subservices on a per-project basis.

  • We’ve made it easier to see when the standard content of a Service has been changed from the settings version of that service. You can even show the changes between the standard version of a service and the current version in a project.

Overall Pricing Updates

We've updated the Overall Pricing page to consolidate these views to make them more useful.

  • We’ve made it easy to expand every revenue source to see the per Service breakdown of that source.

  • We’ve made it possible to manage the margin of your services by providing a target margin to calculate your revenue from your cost.

Project List Updates

Since the last release update, we've made a couple of minor improvements to the Project List:

  • We’ve allowed you to customize the columns visible in your Project list.

  • We added a context menu when you right-click on a project in the list, providing you with several common actions.

We’re excited about all the features we’ve gotten out to you and can’t wait to see how you use them.

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