JAN 29, 2024

Universal search and import, capacity forecasts, feature tags, pipeline cards and much more

Overview

In our first major release for the year, we've concentrated on features that increase team efficiency and visibility when working across multiple deals. The main enhancements include:

• New universal search to import ****tasks and estimates from existing deals.
• New capacity forecasts to gauge resource demand across your pipeline.
• A more efficient pipeline UX, enabling the display of more deals on-screen at once.
• The addition of feature and task tags for better task scoping and categorisation.

Continue reading to discover more details…

Universal search and import

We've implemented one of our most sought-after features. Now, you can seamlessly search for and import features and tasks from across your space. This enhancement simplifies locating and reutilising existing estimates, significantly reducing redundancy in project estimation processes.

• Search across all deals and templates
• Filter results by deal and task attributes (and hide duplicates)
• Shortlist and review multiple results prior to import
• Control which details to include in import
• Dynamically remap any missing or outdate resources prior to import

Capacity and schedule forecasts

We've added an advanced capacity forecast to the forecasts page which provides resource projections weighted by deal probability. You have the flexibility to filter by deals, deal status, resource type, and timeframe. This allows for more detailed analysis of pipeline impacts.