Welcome to Keep Being INGENIOUS, the fabulous newsletter about the ✨shiniest✨ new features and enhancements to our dynamic and constantly improving platform. We are thrilled to share what we've been up to recently — drumroll please….
Note: the following updates are applied to all workspaces unless otherwise indicated.
New Features Release (👏 Niiiice !!!):
Project Management: Tasks —
Dynamic field entries are now available for Task Type: Milestone! You will now be able to enter the Baseline Date, Anticipated Date, and Actual Date achieved for a milestone. We’ve also made it easier for you to see whether you are ahead or behind your scheduled milestone by providing a Schedule Variance based on the dates you’ve entered, shown below. We love a good milestone!
In the last release, we had made it available for task originators and members only to view tasks in the slide-out mode. Boy, do we have some even better news for you! As a non-originator AND a non-member of any of the tasks, you can now click on any task your heart desires and view it in a slide-out instead of the full page view. Now the real question is, how fast can you click on those tasks?
Feature & Workflow Enhancements ( 🙌 Let's hear it for EFFICIENCY!!!):
Project Financials —
Budget Changes are now able to be deleted, as long as they are in draft status!
Ready for some more flexibility? We’re not talking about yoga, but we are talking about your new ability to change your Funding Sources contact. Check it out for yourself!
We love little critters, but they belong in the wild, not on our platform. We’ve made several updates to correct "buggy" areas within the platform. Some of these areas include the following: Bid Packages, RFP, Invoices, Retention, Company Settings, Office locations, Contacts, CRM, Expenses, and Change Orders.
Many of these changes were based on your direct feedback as our valued customer. So don't be shy, drop us a "hey" 👋 and let us know what you think!
INGENIOUS.BUILD Customer Success Team