News in version 158

Version 158 of AutoPilot has recently been released as a silent release, and with it, a number of new features and upgrades. This blogpost will shed light upon some of the new and exciting aspects you, as a user, can look forward to.

What is a silent release?

We are constantly improving AutoPilot, which means that it is occasionally updated in silence, when minor changes occur. We strive to notify you only when a release is finalized. You are, however, always welcome to read detailed notes about the releases on Client pages > Release notes

 

News in the fee breakdown

For clarification, the fee breakdown is where you manage your project portfolio. Here you register your fee agreements and their breakdown. 

In version 158, the table of summations has gotten a makeover. The table now focuses on three financial aspects: chargeable projects, pipeline projects and unchargeable projects. This makes it easy to focus on what is important for the income: projects in order and projects in the pipeline.

The new table of summations gives you insight into the volume of orders, remaining money (also known as the backlog) and the balance between the backlog and planned work. 

Additionally, the new structure also distinguishes between time charge with or without an estimate, in two separate rows. Distinguishing between the two, gives you a more reliable representation of the backlog. 

It is essential to acknowledge that the quality of the backlog and the balance between the backlog and planned work increases dramatically, when all projects have an updated estimate to complete (ETC). The numbers which you see are only as good as the quality of your current planning. Therefore, if needed, you can increase the quality of the numbers, by encouraging your project leaders to do estimates to complete (ETC).

 

New columns in capacity 

In version 158, two new columns have been added to capacity. These are ‘Type’ of employee and whether the employees have ‘Budgets allocated’. The type of employees feature differentiates between ‘own’, ‘budget’ and ‘resigned’ employees, grouping them together. Whether an employee has budgets allocated, is marked with ‘yes/no’. 

 

Filtrering feature 

Another new feature in version 158, is the possibility of filtering in the fee breakdown and capacity module, on multiple levels. This is done using F9 on the specific text field (not dates or numbers), which will then be shown as a flagged filter at the top of the interface. The more filters you add, the more flagged filters will be shown at the top. To cancel out one specific filter, you can simply press ‘X’ on the flagged filter. To cancel all filters at once, you press F12.  

In capacity, this feature is especially useful in combination with the new columns, as it allows you to filter on type of employee and whether capacity has been budgeted. 

In the fee breakdown, you can filter the project portfolio on a number of segments, which gives you knowledge to accurately analyze the volume of orders, the backlog and the balance between the backlog and planned work, across any aspect. 

 

The capacity assistant 

The capacity assistant has also experienced a few changes in version 158. Now the employees’ unfulfilled work from the past is shown. 

Furthermore, the capacity graph cursor has been changed to a hand, to more clearly illustrate the possibility of moving the graph.

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