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Projects improvements
The “Projects” functionality has undergone additional changes to improve usability:
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Local projects
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When the Head office assigns a local office to a task, the local office can generate a new local project from that task, or assign it to an existing local project. Once it’s done, neither the Global or the Local office can change the project, and a visual indication will appear to clearly mark a task from which a local project or order was created. For more about Global offices and projects, please refer to the manual (TBC). |
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A new setting was added to make Task confirmation mandatory in order to open Toolkit or download files. This setting is available at Administrator > Web Administrator > Configuration > Settings > Task confirmation is mandatory to open the Toolkit for a task.
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The following fields in the range options now allow for multiple selections: Product  Resource in charge  |
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A new option has been added to the range: Exclude/include orders. The new function is available within the range popup and can be used to exclude or include individual orders from the current range and fine-tune it. To learn more about the functionality, please refer to the dedicated section in our Range options helpdesk article.  |
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A functionality was added to prevent dates from going over each other in an illogical manner. If enabled and the user tries to edit dates in an illogical manner (for example, having the Order internal supply date exceed the Order supply date), the action will be blocked an a notification will be shown:  The new settings are available from Administrator > Web administrator > Configuration > Settings:  |
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A new status has been added to the system: Partially completed Changing an order into this status will perform the following actions: The order will become read-only, except for Pricing and Rates. Resources assigned to uncompleted tasks in the order will be unassigned and informed via email that the order has been cancelled. If a Toolkit project exists in an uncompleted task, the task will be completed with the resource assigned All uncompleted productions tasks will be completed and rates cleared  |
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The Rates popup within the resource profile (Manager > Rolodex tables > magnifying glass > Rates), now only shows rates the resource is qualified for, instead of all rates in the system. This verification uses the same criteria as task assignment: Tasks, languages and order types  |
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From Sales > Sales dashboard > Orders or Tasks tabs, the Notes tooltip sensitivity was improved. The writing area was also changed to white.  |
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Duration and Supplier duration are now available in Administrator > Web administrator > Name conventions.  |
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“Task Info” column was added to My Tasks->My Team’s tasks page.  |
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The “Custom field” can now be edited from the grid directly as a dropdown menu.  |
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Voucher number is now available in Administrator > Web administrator > Name conventions.  |
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The “Response required by” column was added to My menu > Tasks page. It was added to the “My tasks”, “Pool tasks”, “My realtime tasks” and “Tasks completed” tabs.  |
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The “Quote number” field was added to the Additional information tab in the “Order Info” page.  |
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It can be added in the body or the subject of the email. This will add the name of the Resource in charge of the order it the email’s body or subject. For more about Standard email messages, please read Standard email messages   |
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The following columns were added both to: Please note that project related columns also depend on “Enable project” system setting. -Order supply date -Project supply date -Resource in charge -Project number -Project name -Project lead -Resource rate detailed description (this field needs to be turn on before you can see it. Please refer to 4398 down below for more info.) 
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The column was added to the Orderstab of the Sales dashboard and Project dashboard.  |
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Critical task is now available in Administrator > Web administrator > Name conventions.  |
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Only resources with this role can edit the Quote Number field in orders and projects. Role name: Can edit the quote number For example, In the Order info page>Additional information tab,
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The following new columns were added to the "Customer billing statement generator" page : -Air Date -Project supply date -Customer CorporateID -Project number -Quote number
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The following new columns were added: Order type, Currency, Unit type, Task, Source, Target, Units, With script, Without script, Script not relevant, Minimum rate, Maximum rate and Fixed rate.  |
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When there is more than one email in the “Resource info” page, all emails will receive system notifications.  The “Email” tooltip was also reworded for clarity.  |
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When creating a new task within the Task types page, you can now decide to make it customer specific or consolidated customer specific. When a task is customer specific, you can only add it to that specific customer’s Orders, Products and Workflow templates.  |
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In the “Detailed description” field you can add additional details to rates and prices. In order to display the new field, you’ll need to first enable it from:  Once set, this information will also be displayed in the following pages:  |
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Date colors are now customizable in Administrator > Web administrator > Configuration > Appearance tab.  |
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When creating a resource via copy, the system checks if the email is already being used in Toolkit. If yes, the “Create” button will be disabled and a warning message will pop-up:  When creating a resource via import, if the email is already in used in Toolkit, the resource creation is blocked and there will be a validation error:
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In Calendar Task view an option to see the totals in minutes was added.  |
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Resource types colors now display better contrast between the background color and the text color, both in Dark mode and Light mode. To access this page, navigate to Administrator>Tables>Resource types
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Internal purchase order column added to the Customer billiung startement generator.  |
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If a team is specific to a Customer or Consolidated account, you can now pick them from the new drop-down menu under “Customer” and “Consolidated account”.
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It’s now possible to create a visual distinction between the products, by switching the “Alternate color by product” toggle at a system level at a system level.
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The “Resources” page of a rate will only show resources who match the rate’s parameters:  |
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Order templates are a way to use a previously selected order as a base to copy when creating a new one.  |
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The Customer destinations field is now available for naming conventions in Administrator > Web administrator > Name conventions.
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Rewording
The “Valid until” column in My menu >Task confirmation and Supervisor > Task confirmation management pages was reworded to “Response required by” (4458)
The project "#" column was reworded to "Project number" (4486)
The description of the Can reassign tasks (My tasks/Pool tasks pages) was reworded to “Pro tip- assign a Production team to limit the available assignees.” (4512)
“Can assign all management teams” roll was reworded to “Can assign any Client manager team”.
The description was also reworded for clarity “User with the role can assign any Client manager team without having to be a member of it.” (4659)“Can assign all Production teams” roll was reworded to “Can assign any Production team”.
The description was also reworded for clarity “User with the role can assign any Production team without having to be a member of it.” (4659)The “Project dashboard” column in the Project dashboard page has been reword to “Project details” (4890)
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