Some big changes are coming to CPO Finances

Jeff Denton

Sep 29, 2012 by Jeff

241 comments
Features, News

Just a quick update on some of the new stuff we've been doing around here the past few weeks. Possibly THE most requested feature for CPO has been the ability to create estimates. So, we're finally going to make that happen.  But as we were building out the estimate feature, we went ahead and decided to do a whole bunch of good stuff in the Finances area.  Here's a quick list of things you'll see within the next 2 weeks:

  1. Estimates and the ability to turn an estimate into an invoice with one click *Yea!*
  2. A ledger view with Income and Expenses will be the default view for the Finances area.
  3. You'll be able to filter the ledger by date range or keyword search.
  4. The PayPal link on invoices will now be optional.  You can chose whether or not to include it when you email the invoice.
  5. We'll make the invoice HTML and Email views a bit more readable.
  6. We'll fix that pesky invoice Due Date bug.

We're also making a few app-wide changes - mostly to the code and UI.  We've replaced a lot of CSS code to make our button HTML smaller and easier to implement.  Category entry select controls in Projects, Invoices, and Expenses are now jQuery combo boxes and they work very nicely.  All autocomplete controls have been replaced with jQuery UI autocomplete. And we're now minifying and concatenating all our CSS and JavaScript files on the server so you should see some slightly faster load times.

I think that's about it.  We hope to have all of these updates rolled out by mid-October. Thanks for reading!

Changing timesheet entry dates

Jeff Denton

Aug 20, 2012 by Jeff

47 comments
Features, Help, Hints and Tips

Until now, there hasn't been an easy way to change the date of a timesheet entry. If you accidentally entered time on the wrong day, you had to delete the entry and enter it again on the correct date.  We added a little feature last week that lets you change the date on a timesheet entry with just a couple of clicks.  Watch the quick tutorial below to find out how.

Changing folder names in the file manager

Jeff Denton

Aug 1, 2012 by Jeff

34 comments
File Management, features, help

We made it really easy to change folder names in the file manager today.  Check out the quick video below to see how it's done.

View your CPO payments...and some restructuring.

Jeff Denton

Jun 20, 2012 by Jeff

40 comments
Features, News

We've always felt a little bad about not offering a place where subscribers could see their payment record.  So this week, we've fixed that!  Beginning this week, you will receive email receipts each month for your CPO payments and you can view them within the app as well.

To view your payments, you'll need to go into the My Account area which is new.

My AccountYou'll notice that we've moved some stuff into the My Account area that used to be under Settings like changing you password, cancelling your account, and changing your credit card or plan type.

To see your list of payments, click on the View Account Payments tab.

Your payment list

Here you'll see an entry for each payment you've made since May 2012 - unfortunately, we couldn't get data for any payments made prior to May. The Profile ID is a unique ID assigned to your subscription by our payment processor.  It will change if you update your credit card or change plans and it's handy to have on hand if there's ever a payment dispute.

Right now, this is a simple list view.  Eventually, we'd like to give you the ability to print or email your payment data from this screen.

Thanks for reading!  

Introducing the CPO desktop timer

Jeff Denton

Jun 1, 2012 by Jeff

30 comments
Development Progress, Features, News

iPhone AppOur push to move CPO beyond the browser continues. Today we're happy to announce our desktop app for Mac and PC! Now can log time to any of your active projects and tasks right from your desktop without ever having to open CPO in your browser.

 

What does it do?

For now, the desktop app can log time for multiple projects on a given day. It will also keep a history of time logged. Using the built in calendar widget, you can view time spend on projects in the past.

Desktop app trayWhen the app is minimized, you will see a little icon in your tray indicating whether or not you have active timers running. You also get a small menu of options for logging out or getting help with the app.

One last nifty feature...if you want to start a new task that isn't already in your task list, you can add it right in the task combo box. You don't have to log in to your account in the browser, and add the task there - you can do it right from your desktop.

Desktop app screens

Where can I get it?

Check out our Extras page to find the download links for both Mac and PC.  Installation should be quick and painless on both platforms.

Any plans for updates?

Yes...and, it depends.  Some updates are certain. For example, we would love to add better keyboard shortcuts to the app along with some simple reporting features.  We've also thought about releasing this as a standalone app in the Mac App Store.  

Other features we see being useful are a task manager, file uploader and viewer, invoice viewer, expense manager, and maybe a contact list manager.  We're going to take a wait and see approach to these other features.  Our sense is that most users will be happier with a good and complete mobile app so that's where we will likely spend most of our resources.

However, if folks seem to really like the desktop app, then we'll give it some more love!

The geeky stuff.

We built the desktop app with Appcelerator Titanium using HTML5, CSS, JavaScript, jQuery, and a sprinkling of Chico IU components. Figuring out all the little quirks in Titanium took some doing - the desktop API is a bit different from the Titanium Mobile API...and less supported.  

We're really pleased with the Chico UI components.  We didn't like the idea of including a huge UI library (like jQuery UI) just to get a calendar and a combo box. Chico UI fit the bill nicely.  It's a relatively new library on the scene but the devs are actively working on it and respond quickly to bugs and feature requests.  Check 'em out for your next project!

The CPO iPhone app is here!

Jeff Denton

May 25, 2012 by Jeff

10 comments
Development Progress, Features, News

iPhone AppWe're happy to finally announce our new iPhone app for CreativePro Office! Now you can track your time and tasks while away from the office. We know you've waited a long time for this release and we appreciate your patience.

Where can I get it?

 ...and it's FREE!

What does the app do, exactly?

Currently, our iPhone app includes time tracking and task management. You can track time against any of your current projects and tasks.  The timer can run in the background so you don't need to have the app in the foreground to track your time.    

The task manager allows you to see all of your current, upcoming, and overdue tasks.  You can mark tasks as complete and add new tasks as well. 

Download the app and kick the tires for a bit.  We're looking for feedback on how well it works and what features should be added in the future.

Any plans for upgrades or new features?

Yes, lots. Our rough roadmap for additional mobile features looks like this...

  1. Expenses including the ability to upload receipts to your account.
  2. Invoice viewing and creation.
  3. File manager for viewing and uploading files to your account.
  4. Integration of client contact information with device contacts.

Any plans for an iPad app?

Yes, we're actually in the early stages of development. I won't give a release date yet but we do hope to have something available for the iPad before the end of 2012.

Any plans for an android version?

Eventually...we would like to get an iPad version out the door first.  Tentatively look for something early in 2013.

Why did it take so long to release?

We've been promising a mobile app for a little over a year.  The main problem has been finding a development platform that we felt worked well.  Last year there were many emerging mobile technologies that promised the ability to build native apps for both iOS and Android with one codebase instead of buiding separate apps for each platform. 

The very first thing we did was build a mobile web version of CPO with a product called Sencha Touch that you could access through the phone browser.  We just weren't happy with the results - it was slow and the code was cumbersome...so we kept looking.  

Next, we tried refining our Sencha Touch app and using PhoneGap to package it. PhoneGap allows you to build native iOS and Android apps using HTML5 and JavaScript.  It then packages the app for distribution through the app stores.  We were happier with the results but the app was still very slow on older devices.  Keep looking...

Finally we gave Appcelerator Titanium a shot and found joy at last! Titanium allows you to build cross platform mobile apps in JavaScript that are truly native, using native controls and giving full access to the device features like camera, contact list, GPS, etc.  If you've been wondering which platform to use for mobile development, I would strongly recommend Titanium.  The learning curve is a little steep but the rewards are worth it.

Importing data into CreativePro Office

Jeff Denton

Feb 13, 2012 by Jeff

12 comments
Features, Help

Is it possible to import client data into CreativePro Office?  You bet! Here's how you do it...

1. Click Settings, then click the Data tab.

Click the panel labled Import data from other software. Then click the Begin importing data button.

Import data: Step 1

2. Select a CSV file with your data to import.

The data you wish to import must be in a CSV formatted file with or without column headers.  Using clear column headers will help a lot in step 3 when we map our columns.

Import: Step 2

3. Map the columns from the CSV file to the client or contact fields.

If your CSV file imports correctly, you will then map the columns in your CSV file to the Client or Contact fields for CreativePro Office.  The select menu next to each field should contain a list of available columns in your CSV file.  Select a corresponding column for each field and click the Import Data button.  NOTE: Don't forget the check the box labeled First row of data is column headers if this is indeed true.  Otherwise, your column headers will be imported as a client or contact.

Import: Step 3

4. Preview your imported data.

Next, you will have a chance to preview your data before it gets imported.  Make sure that all of the columns are matched with the appropriate field names and click Accept Import if everything looks ok.

Import: Step 4

5. Confirm your import. 

If everything went well, you should get a confirmation message like the one below.  That's it!

Import: Step 5

Add tasks and projects by email

Jeff Denton

Dec 9, 2011 by Jeff

10 comments
Features, Help

Now you can add tasks and projects to your CreativePro Office account by email! Here's how you do it...

Entering tasks by email (task@CreativeProOffice.com)

 

  1. Send an email to task@CreativeProOffice.com from the email address you use to login to your account.
  2. The email Subject will be the task title.
  3. You can assign team members to the task by adding them to the CC list.
  4. Edit the task parameters by using the codes below.  Make sure you add these BEFORE your task description and put a RETURN after each line.  All of these codes are optional.

 

  • P: or Project: = The name of the project to which to want the task assigned.
  • DS: or Date Start: = The start date for the task.
  • DE: or Date End: = The end date of the task.
  • T: or Tags: = Tags for this task.
  • PR: or Priority: Task priority (1, 2, 3, or 4).
  • H: or Hours: Number of hours allocated for the task.

 

Anything written after the task codes will be automatically included in the task description. A picture is worth...well, you know.  Check it out.

Task email formatting

Entering projects by email (project@CreativeProOffice.com)

 

Adding projects by email is about the same as adding tasks except you send your project email to project@CreativeProOffice.com. Project codes are slightly different from task codes

  • P: or Project: = The title of the project.
  • C: or Client: = Name of the client for this project.
  • DS: or Date Start: = The start date for the project.
  • DE: or Date End: = The end date of the project.
  • T: or Tags: = Tags for this project.
  • S: or Status: Project status. (0: not started, 1: in progress, 2: completed, 3: on hold, 4: overdue)
  • L: or Link: Website URL for this project.

 

So that's it! We hope you find that adding tasks by email is simple and quick.  This feature makes it easy to turn any email sent to you into a task as well. Just forward the email to task@CreativeProOffice.com, add you task codes, and send. In the near future, we'll work on allowing tasks and projects to accept file attachments through email as well.

Thanks for reading!

Drag and drop task ordering

Jeff Denton

Nov 8, 2011 by Jeff

16 comments
Features, Help, News, Development Progress

Now you can reorder tasks simply by dragging them around and dropping them where you want.  You can reorder tasks within a milestone or move tasks from one milestone to another - it works the same either way.  We hope this makes organizing your tasks a little bit easier.

NOTE: Currently you cannot reorder milestones...we're still working on this feature.

Task ordering with drag and drop 

File sharing with clients

Jeff Denton

Apr 18, 2011 by Jeff

10 comments
File Management, Features, Help

Sharing files with your clients has been a glaring omision in the CreativePro Office feature set ... until now! Last week we rolled out some good stuff that allows you to share certain files with your clients and get their feedback messages. Let's check it out.

We'll assume that you already know how to attach files to a project.  Once you have some files attached to a project, you can click on a file to share it with the client.  Shared files will display the little   icon.

Clicking on the magnifier (view) button will display the file view panel for that file as shown below. The file view panel contains some information about the file, a download button, and an image if the file is a PNG, GIF, JPEG, etc.

There is also a message box so you can send messages about the file to your client and team members.

If you send your client a message concerning a file, they will be notifed the next time they log into their account. They will also receive an email containing the message. Clicking on the little disk icon to the right of the message will open up the file view panel for that file.

Clients now have a new tab on their dashboard for Files.  To view their files, they first select a project from the drop-down list.

Your clients can view and comment on a file the same way that account owners and team members can.

When a client comments on a file, you will receive an email message and also be notified when you log in as shown below.

Currently, clients cannot upload new files but this is a feature we would like to add very soon. We hope you find the file sharing feature useful and easy to use.

Thanks for reading!

Project templates are here at last

Jeff Denton

Apr 17, 2011 by Jeff

11 comments
Features, Help, Projects

Perhaps the most requested feature over the years for CPO has been project templates.  Well now you have the ability to copy milestones, tasks, notes, files, team members, and contacts from one project to another by creating a template from a project. 

Project templates are useful for quickly setting up projects that have similar assets and requirements. For example, if you build a lot of Wordpress websites, you will likely have very similar milestones and tasks from one project to the next. You might want to assign the same team members to the project and its tasks. Also, you might have the same contract documents or image asset files that are attached to each of these projects. 

Creating a template from one project and then using it to quickly copy assets to each of your new projects will save a lot of time. Here's how it all works.

First select a project that will serve as the template for future projects.  Go into the project detail view as shown below. Click the down arrow to the left of the project title and click the Create Template link.

A dialog window will show up that allows you to enter a Template name and Description and select which project items will be copied to a future project using this template. Click the Save button to save the template.

Now, when you create a new project you can select one of your templates and all of your project assets will be copied to the new project.

To manage your templates after they have been created, click on the Project templates tab. From there you can edit and delete any templates that you have created.

That's it! We hope this new feature will save you a lot of time setting up your projects from here on out.  Thanks for reading.

 

Invoice PDF's get a nice makeover

Jeff Denton

Mar 12, 2011 by Jeff

814 comments
News, Features

We just made your invoice PDF's a little prettier and a lot easier to use.  Check out the sample below or download the actual sample PDF here.

  • Your business and client addresses are positioned to be visible in a 2-window envelope as shown below.
  • The word 'Invoice', the amount due, and date due are clearly visible above the first fold of the invoice. Also, the dark line acts as a guide for more accurate folding.
  • Totals, discounts, and taxes are more clearly displayed and easier to read.
  • Your company contact information is displayed in the footer of each invoice page.

We really hope you like the new changes! Thanks for reading.

Timesheets get a great new look!

Jeff Denton

Feb 8, 2011 by Jeff

8 comments
Features, Help, Timesheets, News

CreativePro Office has been around, in one form or another, since 2003.  Back then the state-of-the-art for timesheet data entry was the typical week grid that looks something like this...

Old timesheet data entry

"Hey, that looks just like the timesheet I use on CPO version 2!" Yup, you're right.  The point is, as CPO has gone through numerous upgrades and revisions, the timesheet has remained pretty old school and it's time for a change.  Here's why.

The old timesheet user interface (UI) has 1 advantage ... it allows for quick data entry for 1 week IF it is the only place in the system to enter timesheet data AND hours are the only data you're entering.  Anthing more complex and the UI begins to fall apart.  For example, there's no place to view comments without clicking on a comment bubble and the design just looks cramped.

You also run into trouble when introducing other means of entering timesheet data such as the job timer or the up-and-coming mobile app and desktop app (more on these in another post - later).  It quickly becomes unclear how to render the timesheet rows with multiple entry points. If I enter hours and comments through the timesheet UI for a given project/task/day and then enter more hours/comments through the job timer for the same project/task/day, how should that be shown?  Two lines in the UI or combine the 2 entries into 1 line?  It gets confusing fast.

Lastly, as many of our users have noticed, the code is just buggy. Comment popups don't close when you think they should, timesheet rows don't always delete, etc.  This is due to a cludgy and ugly codebase that has not changed a whole lot in about 7 years. 

It's Time for a Change

This coming Friday we'll be rolling out the new-and-improved timesheet UI.  It may take a bit of getting used to, but ultimately I think it will be more intuitive, relatively bug free, and simpler to maintain.  Let's take a look...

The new timesheet UI

Hopefully, the first thing you notice is a cleaner look and more 'breathing room' in the design.  Other than that, the most fundamental change is the shift from project/task focused entry to day focused entry.  In other words, instead of selecting a Project/Task and entering all your weekly hours for that combination, you select a Day and enter whatever project/task/hours you worked for that day. 

I don't know about you but for me, this shift just fits better with my daily routine. The clutter reduction and increase in visible data helps me see what I've done day-to-day with a lot more clarity.

Data Entry

Data entry for this new UI look like this...

Entering timesheet hours

Weekly Summary Views

We understand that a whole-week view is essential as well so we have kept the weekly grid view - it's available when you click the Grid view button.

Weekly grid view

Also, along the right-hand column you will see a bar chart of hours worked, giving a kind of at-a-glance understanding of the week.  Down the road we will include charts to show hours worked per project/task/client as well.

Weekly charts

We believe the new timesheet user interface will be a lot more friendly, informative, and stable.  Look for this to be rolled out by Friday, Feb. 11th and we hope you like it!

Receive alerts for overdue or upcoming tasks

Jeff Denton

Jan 5, 2011 by Jeff

11 comments
Features, Help, Tasks

Task notifications by email are now available within CreativePro Office.  To activate, simply click on the Settings icon in the upper-right, then click the Email tab.  Now look for the checkbox labelled 'Receive email notifications when ... My tasks are overdue or coming due.' Check that box, click the Save button, and you'll begin receiving email reminders.

Two different notifications are sent out for overdue tasks and tasks with approaching deadlines. You'll begin receiving overdue notifications once per week for overdue tasks (more frequently if you have many overdue tasks). You'll receive upcoming notifications once a day if you have any tasks that are due within about 1 week or less.

Task overdue email setting

Exporting your CreativePro Office account data

Jeff Denton

Jan 5, 2011 by Jeff

2 comments
Features, Help, Account

If you've ever felt a little uneasy keeping all of your office data "in the cloud", we rolled out a feature last night that should help set your mind at ease.

Now you can easily export all of your CreativePro Office data to Excel files! If you ever need a data backup for peace of mind or - heaven forbid - you ever need to move on from CPO and find another project management solution, this tool should help a lot. 

Exporting data is simple. First, click the Settings icon in the upper-right . Then click the Data tab. Now, click the Panel labelled Export your data from CreativePro Office as shown below.

Account data export

After a few moments, you'll be prompted to download a ZIP file.  Go ahead and save the ZIP file somewhere and open it up.  You should see a list of Excel files like the list below.  Each data type will be in its own Excel file (e.g. Clients, Projects, Messages, Invoices, etc.).

Account data export

Opening up the Project Excel file as an example, you see that each file includes descriptive column headings.  From here, you can save the file as a CSV or XML document and import into many other project management applications.

Account data export

Thanks for reading.

Timesheets and expenses integrated with invoices

Jeff Denton

Dec 11, 2010 by Jeff

7 comments
Features, News, Hints and Tips

Something we've wanted to do for a long time is to simplify the process of invoicing timesheet entries and expensses. Well this week we made some big improvements in this area.  You can now add expenses and timesheet entries to an invoice right from the invoice form.  Let's check it out.

To add either an expense item or timesheet entry, click one of the buttons right above the invoice item section of the form as shown below. We'll start by adding some expense items to our invoice.

Including expenses in an invoice

Selecting expenses to invoice

After clicking the Select expenses button, a dialog window will appear that allows you to search your expenses for the ones you wish to invoice.

Searching expenses

You can use the auto-suggest search box or search by date range. We're going to do a text search on Computer and see what comes up.

Selecting expenses to include in this invoice

Ok, we found a few expenses and are now going to select the ones we want to include in the invoice. After we're done making our selections, we can either do another search or click the Add selected items button in the bottom left to add the expenses to our invoice.

Expenses added to the invoice

You'll notice that adding expenses will automatically change the Type column to Product by default. If the expense is a service, you can certainly change the Type column to reflect that.

Including timesheet entries in an invoice

Selecting timesheet entries is almost exactly the same except that you can only search by date range.  You must first select a client and project in the invoice form before selecting timesheet entries.

Timesheet search

If any timesheet entries are found in your date range search, you can then select them to be included in the invoice. Click the Add selected items button to include the timesheet entries.

Included timesheet entries

And there you go. No more flipping back and forth between an invoice and your timesheet page to see exactly what it is you need to invoice.

Thanks for reading.

Introducing the new file manager

Jeff Denton

Dec 3, 2010 by Jeff

5 comments
Development Progress, Features, News

We're please to announce a completely revamped file manager in CreativePro Office! In version 1, CreativePro Office allowed file uploads to specific projects - there was no ability to share files across multiple projects. In early version 2, we improved file management a bit by allowing multiple file uploads and file "attachment" to projects, tasks, messages, etc.  However, this solution was not ideal...file uploads did not work well in Safari, files could not be moved to other folders, file/folder management was cumbersome and unreliable.

So what's new?

File upload and management now has a dedicated section within the application and you should see a new menu item called Files.

File menu item

This section is where you will do all of your file uploading, folder creation, and moving files between folders. We have kept the popup file manager that is available on all pages of the application; however, its sole purpose now is for selecting and attaching files to items.

File manager section

Upload multiple files with drag and drop!

Uploading files now is really simple if you use an HTML5 compatible browser like Firefox, Safari 4+, or Chrome.  You simply drag and drop files into the file uploader, then click the Start Upload button.  If you use IE or some other browser that doesn't support HTML5, you can still upload multiple files at once but drag and drop will not be enabled.

File drag and drop uploads

And once the upload starts, you will get an accurate idea of how the upload is progressing and approximately how much upload time remains.

Files are uploading

Moving files and folders

Now you can move files between folders by just dragging and dropping the file onto a folder.  You can do the same thing with entire folders as well.

Moving files between folders

Adding new folders

Adding new folders is now a lot more intuitive.  Just click the New Folder button, enter a folder name and click Save or hit Enter - a new folder will be created within the current directory. A folders can now be easily deleted by just clicking the delete button when you hover over a folder.

Creating a new folder

Multiple file views

Another nice new feature is the file list view.  Instead of viewing your files in thumbnail form where much of the filename can often be obscured, the file list view gives you much more information about the file like who uploaded the file, when it was uploaded, and the file size. You can access this view by clicking the list view icon in the upper-right.

File list view

So what about the old file manager popup window?

It's still around and available on most sections within the application.  However, it is no longer responsible for file uploads, folder creation, or moving files.  The popup file manager now exists so you can select files that you want to attach to certain items within your account like tasks, messages, or projects.

File manager popup

Thanks for reading and please let us know your thoughts about the new CPO file manager!

Project notes are back - and better!

Jeff Denton

Aug 14, 2010 by Jeff

2 comments
Development Progress, Features, Hints and Tips

A few users have wondered what happened to project notes in CreativePro Office 2.  Version 1 users will remember the rather minimal notes feature that allowed you to attach random notes to a project - simple, almost too simple.  Here's the version 1 note entry form...

Entering project notes on CPO 1

Just a plain ol' textbox with a Save button.  And once you saved a note...

Project notes on CPO 1

...you really didn't have any way to edit the darn thing.  If you made a mistake well, delete and start over.

With CPO 2 we decided to amp up this feature a bit starting with a slimmed down WYSIWYG editor so you can add bullets, indentation, and simple font changes.  Links are activated automatically if the link text begins with http:// or https://.

Entering project notes on CPO 2 - better, eh?

We also thought it would be nice to let your clients see some of your project notes so we added a checkbox that allows you to do just that. 

Finally, the finished note complete with creator avatar, date and time stamp, visible to client indicator, and an Edit button!  The Edit | Delete button group appears as you hover over a note.

Project notes on CPO 2

Moving ahead we plan to allow file attachments to notes as well.  We hope you like the new project note feature in CPO 2.

Thanks for reading.

Feature List for CreativePro Office 2.0

Jeff Denton

Aug 10, 2009 by Jeff

23 comments
Development Progress, Features, News

Hi Everyone

Here are some of the features that are going to be included in the new release of CreativePro.  If we haven't said so before, CreativePro Office is working on a new version that will remedy the bugs of the existing version AND include these killer new features:

In the Client area:

  • A new client widget on the dashboard that shows the client list and projects by client. User will be able to click a client name and the view will switch to show projects for that client.
  • Clients will be able to have multiple contacts instead of the 1 contact currently allowed. This will be accomplished by a site-wide contact management module which will provide the contact functionality for clients, projects, and expenses (vendors).
  • Users will be able to import client list in CSV format or a single client vCard.
  • Client dashboard will have total hours displayed for a project (optionally set by account owner) and project status indicator.
  • Client dashboard will have messaging capability for projects, invoices and files that are posted by the account owner (similar to Facebook).
  • Client timezone will be a setting that can be permanently set by the account owner.

In the Tasks area:

  • Tasks can be shared among multiple team members. Team members will receive email notifications of task assignments.
  • Files can be attached to task entries.  Tasks can be reordered within milestones by drag and drop.
  • Version 2.0 will have a much improved Gantt charting system with ability to print Gantt charts.
  • Recurring tasks.
  • Email integration: tasks can be created by sending an email to a CPO email address much like Remember the Milk.
  • Sorting tasks by title, date, assigned to, status will be included.
  • Users will be able to create quick To-Do lists using the task manager - instead of creating a client, then a project, then tasks.
  • The task management system will, over the next year, become more SCRUM focussed so that teams can monitor their time estimates and deliverable dates across many project and come up with more acurate predictions.
  • Tasks will have customizable categories that are color coded for quicker viewing.

In the Calendars area:

  • Shared calendars between project owners, team members and clients.
  • Synch calendar with Google Calendar, allow synch to Outlook through iCal format.
  • Allow multiple calendars with color coding. Allow other customization features like changing the first day of the week and date formats.
  • Upload/Download of calendar entries in iCal format.
  • Show events spanning multiple days.
  • RSS calendar feed specific to each calendar and team member.

In the Projects area:

  • Project auto-archive feature - allow user to set a time span for auto-archive of projects e.g. 3 weeks after project create, or project start.
  • Allow per-project, per-client hourly rates to be set.
  • Show time spent on a project in project detail view.
  • Make project file uploads simpler by using an app-wide file upload system that interfaces with Amazon S3.  Allow for multiple files uploads also.
  • Provide project/task view in a Gantt chart. 

In the Expenses area:

  • Expense and vendor reports.
  • Tie expense items and invoicing together better.  For example, if I guy stock photos for a client it would be nice to list these under expenses but also be available to me when it's time to invoice the client.
  • Hours logged from time sheets can be defined with an hourly rate then automatically set up as an expense and charged to the defined project.  I'm imagining contractor expenses here.  I pay a contractor (vendor) for 12 hours of graphic design - that's technically an expense that then needs to be invoiced. 
  • A recurring option for expenses like web hosting, rent or anything with a fixed and repeating cost.
  • A vendor list that would allow the same contact information and notes seen in clients, but then be tied to a specific project. 

In the Timesheets area:

  • Better time-sheet reports: view by project, client, team member, date range or combination of all variables.
  • Integrated job timer, timesheets and invoices together so you could select a project, start the clock, stop the clock and click a button to have an invoice generated.
  • Export timesheets as PDF, Excel, CSV.
  • Allow embedding the job timer in user websites so that you can have employees log time without giving them CPO user accounts.
  • Allow for multiple timers to be running at once.

In the Invoices area:

  • Individual invoice items can be taxable/non-taxable.
  • Partial payments can be entered for an invoice and CPO will keep track of amount remaining.
  • Invoice payments can be made through PayPal.
  • Recurring invoices for things like hosting accounts that need to be invoiced monthly,weekly,yearly.

This is a limited list of changes that will be going into version 2.0.  These features are in direct response to what users have asked for over the past 2 years that CPO has been active.  It isn't an exhaustive list, but it is definitely an exhausting list.  For those who wonder what the silence is about, this would explain it.

We look forward to our new release and hope you all are enjoying your summer!

First Source Code Patch Available, Data Import Feature

Dec 14, 2008

2 comments
Development Progress, Features, News

Thank you to all the folks who have braved the wilds of our first CreativePro Office source code release!  Because of your bug reports and feature requests we are able to release this first patch to the download. 

http://creativeprooffice.com/site/patches

This patch will bring your installation current with the 1.0.3 release of the CPO source code and addresses the following items:

  • No pop-up calendar on date fields.
  • MySQL error in view project area.
  • Missing icons and button images.
  • Link to Add new Client goes to dashboard.
  • Logo upload in Settings gives an error message.
  • Wrong Timesheet link on the Job Timer.
  • Data import from hosted CreativePro Office account.

Instructions for installing the patch are included in the zip file that you will download.  Look for more patches in the future at the link mentioned above.

One of the big new features that this patch provides is data transfer from your hosted CPO account to your installed CPO software.  Once the patch is installed, go to your Settings area and look for the data download link.  You will need to have your online CPO login information handy in order to download your data.

Much thanks to those who have contributed on forums, in emails and by posting bugs.  Very soon there will be a  development roadmap here on the blog outlining our path to a rebuilt hosted version of CPO that includes all those features that people have been asking for.  Keep your eyes open for it!

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