New Features: Redesigned Dashboard, Better Drag-and-Drop, and Multiselect!

Just in time for Christmas, we have some new additions to Planscope that we think you’re going to love.

The first cut of a brand new dashboard

One of our goals is to be more than just a project management tool. We want to be an expectation management and prediction tool. This means that our goal is to provide you with insights (how profitable are you? when will this project wrap up? will it reallyyyy be wrapped up by that date? which projects are underperforming? …) that help you see the health of your company, and not just how many tasks and projects you have going on. We’ve already rolled some of that out into the “Reports” area, and we’re now bringing it to your dashboard.

201 Dashboard

The first addition to the new dashboard is the project cards view (which is also the default view). From here, you can get a birds of view of what’s happening in your company which will help you answer…

  • What’s the total budget for all the projects and estimates in our queue?
  • How many updates have we made this week?
  • How much time have we logged this week?
  • What’s the overall progress and budget usage for each project we’re working on?
  • Who’s assigned to each project?
  • How many estimated hours left are there?
  • By what date does Planscope’s prediction engine think this project will be completed by?
  • What milestone are we working on, and how complete is it?
  • How many tasks are in review, and how long has the oldest task been sitting in review?
  • When was the last time someone worked on this project?

We’re also working on a brand new timeline view (which will help you schedule when you can take on new work), a redesigned activity and workload view, and a team view, which will let you report on your teams activity (across all projects) — we hope to have these new dashboard views out in just a few weeks.

We’ve recoded how we handle dragging and dropping

The original code we were using for handling dragging and dropping was pretty flaky. If you’ve been using Planscope long enough, you’ve undoubtedly struggled with dragging tasks onto those little dotted lines. So we scrapped what we had, and wrote a new implementation from scratch. It’s a lot faster, more reliable, and doesn’t require as much precision with your mouse or trackpad.

Select multiple tasks at once (and move them or send them to review)

Historically, it’s been sort of a pain to manage the prioritization order of projects. You either had to drag each task individually, or hope that you have a bunch of tasks of the same task group next to each other so you could drag them all around together.

You can now select multiple tasks at once by clicking on the tasks you’d like. If you click on a task group bucket, all tasks within it will be selected / unselected, and if you click on a milestone all tasks for that milestone will be selected / unselected.

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Once you have multiple tasks selected, you can drag them to a new location, and they’ll all move together. Additionally, this is the new workflow for delivering updates to your client. When you have some tasks that are ready to be reviewed, select them and click the “Send To Review” button in the navigation bar.

Over the next few weeks, we’ll be adding the ability to mass assign, mass change task group, mass approve, and mass delete selected tasks.

What’s next on our roadmap?

The five of us are hard at work at bringing the following features to you:

  • Invoice support. Right now, we only send over time data to 3rd party products (like Harvest or Freshbooks), but we’re working on adding in direct invoice export capabilities to these integration partners, which will also allow us to support products that don’t have the concept of “time logs”, like Xero and QuickBooks. We’ll also be able to export the exact billing style you use — so if you bill by the week, you won’t need to wrestle Harvest into converting your timesheets into weekly line items any longer.
  • A Client -> Project hierarchy. If you work on a lot of projects for the same client, you’ll soon be able to associate these projects with a client record. This will make setting up new projects much easier (you won’t need to reinvite everyone to the project) and will allow us to give you a lot more interesting stats, like “which clients of ours are the most profitable?” or “who is overly meticulous about our work and is always rejecting our delivered work?”
  • Spinoff Estimates. Now this is something we’re really excited about. Let’s say you’re working on a project, and your client comes to you with a bunch of things they’re thinking about adding. You’ll be able to spin off an estimate from within an existing project, and work on it with your client outside of the active project. Once it’s approved, you can merge it directly into your existing project. (We’ll also make it easy to see the implications of merging in some new scope to a project – “how will accepting this estimate add to the required budget or time estimate for this project?”)
  • First-class Template Support. Right now, you can define templates by creating a project, creating some tasks, and then exporting them to a CSV. To include these tasks on another project, you simply import the CSV. Outside of streamlining this process, there’s another reason we want to support first-class templates: we’ll be able to globally track certain statistics for common tasks. This means we’ll be able to tell you how profitable a particular type of thing you do is, how long it will probably take to do it again (much easier after we’ve tracked you doing it a few times), and more.

As I stated above, our goal is to go beyond just project management and collaboration. We want to help you run a better company, which means giving you insights into things that aren’t always known and that can be better known with good data. We think today’s update, and what we have in the pipeline, is moving us closer to that goal.

-Brennan Dunn, Founder

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