This quarter’s highlights include a budget group column in the detail grid for the Budget and Cost, smart prefill for recurring costs, and an optional uncoupling of an object status from the workflow.
PLAN: Display Key Currency in Tooltip
Plan users can now see the value of budget and cost columns in the key currency (EUR) via tooltip, in addition to the entered currency, allowing you to see your actual or planned spends in greater detail. It is good to note that exchange rates are applied automatically.
BUDGET & COST: Smart Prefill for Recurring Costs
When creating recurring costs, the system now automatically pre-fills the number of recurring items based on the remaining time in the current planning period. This applies to monthly, quarterly, half‑yearly, and yearly intervals, allowing you to save time and make your recurring costs planning smoother.
BUDGET & COST: Filter by Responsible Person
A new filter lets you quickly find costs assigned to specific people. The option “Me” is always placed at the top for quick self‑checks.
BUDGET & COSTS: Budget Group Column in Detail Grid
A new column named “Budget Group” is available in the Budget & Cost Detail Grid. The column can be added via the column selector and behaves like all other grid columns, including filtering, sorting, and exporting. When visible, it shows the associated budget group for each cost item, improving clarity when analyzing spend types.
WORKFLOW: Flexible Object Status Management
A highly requested update, you can now manage object status values independently from workflows! This allows you to edit object statuses directly when a workflow is not marked as status dependent. It is good to note that workflows that still use status functions will continue to behave the same as before.
Good to know
We are constantly working on improving our product to make it even better for you. Some things you might want to know on the fly can be found in our tutorial videos.