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Estimates
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Timesheets and Leaves
Administrative hours? Vacations & Leaves? Can someone approve my timesheets?
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Expenses
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Projects
There's another campaign to do! How will I deal with it? What should I do?
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Jobs
So much work to do! Can someone help me out? Who should I assign the job to?
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Integrations
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Platform
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Reports
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CRM
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Maintenance
I need to create a new user. Profile, department, system configurations? How does this work?
Promoted articles
- Technical Documentation
- AD User blocked in the system
- Lesson 1 - Filling in Timesheets
- Lesson 2 - Approving Timesheets
- Lesson 3 - Scheduling Leaves
- Lesson 4 - Approving Leaves
- Lesson 5 - Attendance Record
- Lesson 6 - Attendance Control
- Lesson 7 - Compensatory Leave
- Users are blacklisted when AD blocking fails
- Separate Company and Department dropdown fields in Estimate and Job creation popup windows (#25279)
- Create a setting to define if users can enter on the V1 version (#25030)
- Add filters for Client, Project and Job to the Time Sheet Dashboard (#25007)
- JAM should be able to Assign Users to a Job by using the Job Number and the Users' Email (#25071)
- On the Time Sheet Dashboard, adjust it to see data per Department, Year and Client (#24865)
- Add option to edit and delete Teams (#24939)
- Add option to edit and delete Expense Item Types (#24935)
- When a User is Blocked in Time Sheet, explain to the User why it happened in detail (#24495)
- Adjustments to the Utilization Dashboard (#24417)
- Add support for default look and feel for Stage fields in Dashboards (#24881)
- Add the ModifiedOn field to the Estimate lists and Report (#24846)
- Create an editor for the Dashboard Queries (#24879)
- Add option to edit and delete Printing Layouts (#24936)
- Add option to edit and delete Employees (#24934)
- The History tab is missing on the Fee Proposals (#24983)
- The User being able to setup his own SSO login configuration on the Profile (#24977)
- The Supplier's VAT is not available in the Estimate's Third Party entries (#24978)
- Add the job department as a "Department" column to project Gantt view (#23613)
- On the timesheet tab, inside the Documents, add totals and additional fields #23616
- Add timesheet configuration to the company so that when users are created, the settings could be acquired (#23221)
- Added search to Gantt view that allow filtering by Parent or child tasks name / Worklflow state (#23397)
- Added support to have Workflows at the Job type level (#21432)
- Add support to have Leave Reports in hours (#23220)
- Add feature to carry forward leaves from previous years (#20002)
- Add feature to determine automatically the leaves taking into account seniority (#20002)
- Add possibility to select year when scheduling a mass leave (#22858)
- The "Type" and "Classification" fields have been included and can now be added to the project lists (#23210)
- The "Project Owner" field has been included and can now be added to the project lists (#23210)
- User expiration date can now be set to a date in the past (#23153)
- Add support to schedule leaves in hours (#23904)
- Add support to give half days to the mass leave feature (#23090)
- Add a new filtering option to the Report "User Leaves Booked days" (#23104)
- It is not possible to see all the modules the user has access to because of the screen resolution (#23095)
- Add option to assign massively users in Jobs (#22051)
- When a job only has one day of duration the edit mode does not have a friendly usage (#23097)
- Add support to notify users in Projects and Estimates (#23093)
- Adjust Leaves Approval layout and filters (#22953)
- Add the spyglass button to the Timesheet/Document lists to allow Users to filter the information (#22865)
- The project card view in the client module was taking too long to load when the client had a lot of projects #22872
- Add support to allow a user responsible to see the leaves information of his team (#23004)
- When importing the UserAccounts file in EAS the users that are missing in the file should be inactivated (#22984)
- Add support to change the stage massively on the gantt view (#22864)
- Timesheet Level and Timesheet Approver configuration at the Company level (#22502)
- Project section should show the projects the user is assigned to (#22830)
- Add the column "Suggested Effort" to the Efficiency report (#22916)
- Add timeline view to the Calendar view of the Jobs list (#22981)
- Add support to preview video Files (#23005)
- Add a failure post message when Box folder creation fails (#22793)
- Add the column Created On on the Expenses list (#22949)
- Added an Efficiency Report (#22444)
- Let the User navigate between Versions in the Estimate Quote (#22578)
- Add the Job Type to the Timesheets report (#22854)
- EAS integration is now supporting the UserAccounts file import (#22749)
- When the Project is associated to a Fee or has an Estimate, show the Contracted column (#22869)
- Filter chooser should be arranged by alphabetic order (#22182)
- Added option to define total workload per job vs daily workload (#22539)
- The Project Classification must be shown in Timesheet according to its evolution in the process (#22428)
- Add Remaining time between the Contracted and Planned time in the Project Planned time (#22752)
- Add support to choose Contracts Workflow based on the type (#22743)
- Add Department field to the Client Activity Report (#22696)
- Possibility to delete draft jobs by selecting more than one job in lists (#22272)
- EAS Integration
- Add support for column chooser on the Estimate items (#22622)
- Add context menu to Gantt for typical actions (#22389)
- Show Variation on Actual + Forecast vs Planned in the Planned Time in the Project and Job (#22570)
- Add support to notify users on Projects (#22679)
- Add support to see which Typologies are associated to each Typology Group (#22620)
- Add the Contract info to the Estimate Info detailed view (#22624)
- Add the column Job Type to the Timesheets report (#22641)
- Create new type of documents numeration for Client Fiscal Year (#22634)
- Add a tab to the Documents detailed view with the hours allocated by the users to it (#22582)
- Add support to show the critical path on the gantt view (#22525)
- Add the actual hours for budget review Hours (#22516)
- Add support to change the Date format (#22577)
- Add roles permissions to the User fields to edit and see them (#21049)
- Add the Deliverable name to the Timesheet to allow grouping per Deliverable (#22347)
- Add support to Navigate to Job's Gantt from Project's Gantt (#22526)
- Depending on the Leave Type, the approval should be possible only by HR (without responsible approval) (#22543)
- Add a setting to define the date format inside the system (#22459)
- Add the preview pop-up on timesheet approval module (#22519)
- Add holidays to the Gantt view (#22453)
- Add search Job to the gantt view (#22529)
- Add support for changes made on the gantt job pop-up to appear without refresh (#22464)
- Create an Efficiency Report (#22444)
- Add leave and holiday hours to Overtime Report (#21425)
- SAP integration is now supporting estimate's import when there are more than one Skills Workflow site for the Company (#22365)
- Timesheet approval by Client Manager when set at the Project Owner Level (#22303)
- Configure which resource types are not exported to Longview (#22253)
- Add support to add Typology Groups in bulk in Estimates (#21893)
- Added 'Create Client Contact' options in the Client (#21877)
- Added possibility to map client folders between SkillsWorkflow and Box (#22354)
- The folder names in Box should be the name of the documents and not the number (#22353)
- It should be possible to search for the estimate code, through the general search (#21868)
- Add support to have smart filters on the lists (#21791)
- Added Margin and Overhead to Estimates (#21892)
- Added a filer for Client and Product to the Planning Hours and Costs Report (#22141)
- Add support to print estimates (#22052)
- Add grouping per User, Stage and Date to Files (#22083)
- Added the Estimates Value on the Jobs List (#22054)
- Added option to type a description and choose a date when entering timesheet through the feed post adding timesheets through the feed post (#22191)
- Timesheet approval notification redirects the user to the oldest week where approvals are due (#21782)
- Add the "adjusted in reason" column on Reconciliation Report (#22122)
- Add a flag to specify if a Project/Job/Estimate Item is a Deliverable (#21871)
- Add support for uploading files from Box (#)
- Add support to copy a Project Gantt from another one (#21241)
- Add a flag to specify if a Client/Project/Estimate/Task allows Timesheet entry (#21870)
- Add support to indicate whether the Job is available for timesheet entry (#21644)
- Added totalisers to all the sublists (#21792)
- Add new Action in the Workflow to reset a User Field to its default value (#21823)
- Add the 'client contact' field in the job creation popup (#21880)
- Added the Executors in the Gantt view mode (#21753)
- Added Tracking of Project Owner changes on the Feed Post (#21913)
- Added 'Clear filter' option in Document Lists (#21867)
- Added status filter on timesheet approval (#21764)
- Add the column product to the DIT10 Report (#21425)
- User's external id could be changed to blank value when updating the user's details in the profile (#21929)
- Add support to allow create estimates without the Excel template
- Added option to include current week in Missing Timesheet report (#21787)
- Add job type dropdown box when creating a job in Gantt view (#21620)
- Add support to allow users organise the Files per Flagged, Tags in the Files (#21784)
- Add a pop-up message when leaving the project Gantt view page without saving the changes made
- The documents that haven't been opened will be marked as unread on the lists (#21382)
- Create User Fields that have a list of values (#20850)
- Add support to configure the time that the email notifications are sent(#21380)
- Add support to move and resize the columns that appear on the Leaves module (#21666)
- Add support to have hourly value by month like the monthly value (#20896)
- Add support to view the "Estimate number" on the documents lists (#21481)
- Add setting to enable/disable timesheet approval and disapproval when period is closed (#21423)
- Added a new action to the Workflow transition, called "Block" and "Unblock" (#19994)
- Add the field CreatedOn in the Jobs Report (#19705)
- Resources utilisation report organised by Typology/User per Classification/Job in # and % (#19890)
- Possibility to have a Project Classification value has default on the document creation (#19986)
- Add "Department Id" to the Timesheets and Costs Report (#20003)
- Added new filter option on lists, project owner (#20038)
- Added a new action to the Workflow transition, called "DisapproveItems" (#19994)
- If a user field is not mandatory, it is not requested to the user when changing the document's stage (#13229)
- Hyperlinks were not counting as files in transitions demanding evidence attachments (#13364)
- When entering a new Job, the user selects the Company and, now, also selects the Division (#13231)
- Timesheets can be set to be submitted automatically for approval (#12630)
- Depending on the configuration, the Job entry date may be edited (#12451)
- Possibility to configure the Inactive status for Products and Clients in Navision (#13802)
- The Job User Fields are sent to the Description in Navision Jobs (#13644)
- Comments in the documents can be turned on or off (#13810)
- When a Job is Rejected in SAP, the target Stage can be defined (#13583)
- The Company Division field is sent and received from SAP (#13582)
- Notifications on Navision can be set to occur on a given stage (#13563)
- Spanish localizations have been corrected (#13767)
- Enhancement on the Missing Timesheets Report (#13859)
- User External id field added to the all expenses list (#13408)
- Creation of user fields to the user level (#13779)
- New column added on the expense report (#12198)
- New sublist on the project list (#12210)
- A few Spanish localizations have been corrected (#12497)
- Provide blocking per week definition (#12203)
- Estimate date does not take into account weekends and holidays (#11502)
- Files tab added on the detailed view of the expense Items (#13046)
- New fields were added to the Expenses module (#12869)
- Show Fee Proposal planned time in Job (#13329)
- Show Fee Proposal planned time in Project (#13330)
- Fee proposal printout includes hourly spent and job types costs per deliverable (#13327)
- Price table per Service (#13052)
- Rate cards per user and typology (#12731)
- Notify responsible of the users going on vacation in the next week (#12735)
- Added column Status Last Changed to the jobs' list (#12355)
- Add support for Masterway integration (#10536)
- Timesheet approval by Project Owner/Responsible/Client Manager (#12201)
- Automatically submit Timesheet for approval (#12630)
- Add support for SSO integrated solution (#12480)
- Easily import lookup tables from external tools (#12632)
- Create AD integration proxy for Blocking and Unblocking users (#12459)
- Leave Form with Files (#12364)
- New version of the Integration API (#12077)
- Leaves entry is limited to after Hire Date (#12353)
- Removed un-wanted columns from the delegates list (#12341)
- Limit Holidays, Vacations and Leaves, Weekends Entry (#12188)
- Limit minimum/maximum hours per day (#12194)
- Limit minimum/maximum hours per week (#12195)
- Define Leave Types (#12359)
- Show leave Approver (#12368)
- Work Code in Timesheet (#12199)
- Vacations Report does not have the year associated to the Leave Type (#14240)
- Possibility to delete Leave Types from the User Form (#14238)
- New fields added in the "Apply to Users" Leave form (#14276)
- Spanish localizations have been corrected (#14128)
- In the Jobs list the field company has the division associated (#14291)
- Enhancement of the SSO button in the Login Page (#14437)
- Creation of Longview Exportation (#14429)
- New fields were added on the Dit10 and Security report (#14446)
- New list on the Job was created, making it possible to associate multiple jobs (#14583)
- New Job Classification field and Billable option added to Job/Project Classification (#14569)
- Reassessment of the Typologies field adding the department information on the Fee Proposal (#14556)
- Missing Timesheets Report does not have in count the current day (#13232)
- Leaves Start Date option (#14696)
- New field added on the Workflow report (#14835)
- Field Job added on expenses items (#14713)
- Notifications regarding Leaves to block (#13414)
- Added "My Department" filtering in Jobs and tooltips to clarify system usage (#14695)
- Document User fields defined by stage (#14679)
- Add support to view the "User fields" on the documents lists (#21041)
- Set fields as visible and mandatory at the Document level per Role (#14677)
- Possibility to approve timesheets by column (day) (#15175)
- Company/Division field added on the Jobs nested view (#15110)
- New field added on the User Leaves report (#15177)
- Add the field Job type on timesheets module (#15176)
- Holidays configurable per company (#13579)
- New action created to approve all the expense items automatically (#15051)
- New tab on user form called Division (#15149)
- History tab added on expenses module (#15047)
- Job's fields tooltips in ES updated (#14941)
- Improvements in Log in execution performance (#15519)
- AD blocking expiration date is now configurable (#15585)
- Expense Items fields in ES updated (#15580)
- SSO login added to iOS
- Timesheet Closing Periods can now be configured for several dates (#14422)
- Leaves with several levels of approval (#15173)
- Possibility to reports support xlsm (#15727)
- Limited number of Login attempts and limited number of Repeated Passwords (password reseting) (#15725)
- Status column added on Jobs list and form using the color defined in the State (#15646)
- Blocking of Timesheets to Approve configurable by User (#16115)
- Add in the mini dashboard a Fee Proposal total cost field (#14765)
- New Settings and Support on iSAP Interface for AccountExecutiveId, AccountManagerId (#16385)
- Timesheets integrator between Companies (#15647)
- Password autocomplete configurable, at the system level (#16292)
- Flag added to show if an expense item is considered as internal expense (#16475)
- Configurable login validation on received emails (#16465)
- Possibility to reallocate users to Documents (#15603)
- Expense external number is editable (#16476)
- Standard Work hours (Standard FTE) field and percentage of Standard FTE added on the Fee proposal (#16481)
- Clip added to the expenses items so the user is automatically navigated to the file system (#16589)
- When clicking on a file name, a new tab will open showing the user the requested file (#16251)
- New button created to reintegrate actions in documents already integrated but that were not executed (#16973)
- Possibility to define the Clients that are not allowed to integrate and which ones can be integrated (#17217)
- Added a new type of responsibility to the Responsibles tab, Human Resources (#16928)
- Possibility to set in the configurations if NAV/Sap commercial client creation exists (#17014)
- Added the columns Fee Proposal and Deliverable to the Projects and Jobs list (#17211)
- Added support to allow Fee proposal to have Workflow (#17091)
- New validation in Job creation for marked A/E and A/M in iSAP (#17054)
- Hours in not allowed timesheet level should be blocked (#17444)
- Added a new setting to allow change approved hours (#17440)
- Missing hours on data range of Timesheet Closing hours might count or not for delinquency (#17439)
- Created new Attendance Overtime Payroll Report (#17530)
- Created new Attendance Timesheet Payroll Report (#17530)
- Created new Reconciliation Report for Attendance (#17541)
- When the user has access to only one department, the department should be automatically filled on Job creation (#17676)
- The buttons "Add Users" and "Add Typologies" added to the rate card to the Fee Proposal (#17683)
- Add on the User's form the field Entry Time regarding the attendance integration (#17710)
- Create the button "Add From RateCard", which will allow the user to add the users configured on the rate card to the Fee Proposal (#17684)
- Show the entries that are Overtime in the Timesheet Approval (#17531)
- Show Attendance and Remaining time on every day in the Timesheet (#17529)
- Possibility to set attendance overtime on user's Timesheets, on the details popup (#17709)
- Add the setting to enable the attendance on the system (#17712)
- New Filter added on the User Leaves report (#18039)
- User form has now 2 flags for over time and under time for Attendance integration (#18000)
- Brazilian localizations have been corrected (#17984)
- Created an option on the List "To integrate" that allows to remove or unblock the document (#17727)
- Add on the User's form the field Paid Overtime regarding the attendance integration (#17980)
- Employee External ID field added to Timesheets Report (#17740)
- Add a setting at the leave type level that allows the user to set leaves on holidays (#17954)
- Support created to allow the Longview export file to contain data from more than one company (#18142)
- Added the field Product External ID and NameAndExternalId of the Product to the Timesheet Report (#17685)
- Attendance - Possibility to change the exit date to the following day (#18512)
- Show Grand Totals on the system Estimates list and sublist (#16401)
- Created new Cost Allowance Report (#17694)
- New Report Timesheets Division created (#18542)
- Added the field "Sent For Approval At" and "Approved On" to the User Leaves Report (#17685)
- Created new Weekly Traffic Report (#18388)
- Created new Total Traffic Report (#18389)
- Add the column Group typology to the planned hours tab (#19073)
- Added the field UserCompany and AttendanceID to Attendance Reconciliation Report (#18449)
- Add the column Group typology to the rate cards tab (#19073)
- Added the field DaysSinceLastChanged to the Efficiency Report (#18641)
- Create Project Report for Planned hours vs real hours vs predicted hours (#18686)
- Inside the Projects, on tree view list mode of Jobs the stage as been included (#19468)
- Added the option to card view to the Projects module (#19470)
- Reassess of the search Layout (#19393)
- Lag feature available when the User edits the Predecessors field in the Gantt (#19453)
- Zoom in Resources available for all the number of weeks (#19599)
- User profile page available to upload picture (#15222)
- Possibility to schedule two half-day leaves in the same day (#19439)
- New columns available when doing a global search (#19573)
- Client Group in the CRM is now appearing on the Client module (#19676)
- There should be a way of defining which Indicators to show in the Home page (#19829)
- Added option to remove suggestion automatically added (#19520)
- Possibility to define if the timesheet suggestion is created (#19032 )
- Reassess of the Leaves module Layout (#19253)
- Year filter added on the Report-Kostenrechnung (#19803)
- Added Expenses Tab in Jobs where expenses can be created (#19674)
- Added Expenses Tab in Jobs where expenses can be created (#19675)
- Add the possibility to view lists in calendar mode (#19684)
- Added year filter to Logi Time Utilization % for Business Unit Reconciliation Report (#19670)
- Possibility to see the total of hours approved per user in the timesheet approval module (#19793)
- Adjustments into the Attendance report (#20125)
- In the users form, new tab added and button to add the users of my responsibility (#19501)
- Added a flag on the expense items that says that if the value was paid or not (#19992)
- Add possibility to Approve/Reject expense items in bulk and do actions when selected (#20037)
- Added Projects and Jobs tab to Timesheet suggestion (#19805)
- Created new Projects Monthly Execution (#20223)
- Added an action that enables to block and unblock Estimates (#20212)
- Add the field ModifiedOn in the Jobs Error Report (#19705)
- New filter added to the report "Timesheet with Vacations" to enable showing the Holidays (#20351)
- When executing the Attendance Report the Fields from and To appear with the data range (#20321)
- Added the possibility to upload an image to the expense (#19995)
- Added a filter that filters by the user company access to the Timesheet ratecards report (#20436)
- New fields added to the Attendance - Reconciliation Report (#20318)
- TaxPayer number field added to Attendance Summary Overtime Report (#17740)
- Add the start date and expiration date of the User to the timesheet report (#20323)
- When creating a new estimate add by default the department of the user into the field department (#20800)
- When the user Leaves responsible changes, all the previous scheduled leaves go to the new responsible #20796
- Added the option "Created by" to the field project owner (#20648)
- Added the button "Forgot your Password" (#20441)
- Added the column Absences in Days to the Attendance Summary report #20528
- Documents must have a way to add and remove Tags (#20558)
- Add the column "State" of the job, to the eficiency report (#20996)
- Upon Creation of a new user, an email and notification is sent to his responsible (#19600)
- Add the column "Job Company" to the timesheets report
- Added Reactions to documents and comments (#20492)
- Adapt report Timesheets My Clients (#21102)
- Add the entitlement column on the leaves module indicators (#21101)
- Add support to view the team on the documents lists (#21040)
- Add support to configure Estimates Lists (#21249)
- On projects, the tabs Planned hours and planned costs should be controlled by roles (#19996)
- Add support to flag files (#21233)
- Add support to add Tags to files (#21120)
- Add support to download files at once in a zip (#21220)
- Added the fields Description and State to the Gantt view (#21363)
- Add functionality that force users to go on leave (#19997)
- Added the Department Re-Work Report (#21047)
- Added the Client Re-Work Report (#21047)
- Added multiple job selection and fill-down features on Gantt (#21375)
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Video guides
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To help you get started, these short videos will provide some useful tips on how to work together in Skills Workflow.
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Wanna learn more? Here you can get some easy lessons to improve your knowledge of Skills Workflow.
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