And if this also integrated with Google Apps, it would be an insanely powerful feature.
The first phase of the API has been released for the tasks section. This includes read / write access and all the documentation is located here:
Are you guys even still working on this? It seems like things have been extremely uneventful for Projecturf the last 6 months or so... and the lack of progress updates is a bit alarming.
Any updates or an ETA on this? We've got plenty of ideas, but ideas only go so far without an API ;-)
Mostly, we would want to use this for generating custom reports. Projecturf is still pretty inadequate when it comes to trying to get a birds-eye-view of project-independant data. For example, exemption reports that reveal projects that haven't had time logged for a given period, or projects that are over-budget or almost over-budget (or just a simple cost-budget report for all projects).
Like Phillip, I've addressed our concerns on this issue here: http://projecturf.uservoice.com/forums/63449-suggestions/suggestions/1498085-add-hour-estimates-to-tasks
We have the same needs and BADLY needs some tools for managing not just individual projects, but teams and time allocation for employees on a global scale (project independent). That link explains exactly what features are needed to accomplish this in the short term, and they should be relatively simple, doable updates.
I kind of agree with this. Projecturf works great for small teams and individuals, but it really falls apart at the management level. Some additional reports are BADLY needed.
For instance, how do we find out where staff have been allocating their time? A report showing which projects employees were working on for a given period and on which days would be very helpful - and the GANTT chart just doesn't do that.
We're running into this too. Having employees feeding time data into the system is useful (even if very, very clunky at the moment) - but we have to go back and massage the reports afterwards to figure out which employees spent how much time on what days.
Beyond that, how much time each day was spent on which projects?
There's a LOT of room for the Timesheet system to grow, but it really needs some employee-time-per-day reports... and badly.
I've found that this feature is not very useful in other PM systems since the completion percentage is almost always arbitrary. Instead, I'd propose one feature (already on the suggestions forum) that would roughly allow this:
> Task time estimates
Since PT already tracks time logged to specific tasks (and there's a clock icon to show it), you could easily calculate time spent/task budget * 100 = status %
This isn't a "measure of completion" per se, but an indication of whether a task is over or under it's time budget... which is more useful, less arbitrary, and more reliable. For instance, if a task is at 120% of budget, but not complete, you know there's a problem and can act to correct it.
I think you could easily gain this functionality and more by simply adding a tag or label system to projects. You could arbitrarily tag projects and filter or sort by those tags.
We do something similar to this currently by following a stringent project naming convention:
Work Order # - [Campaign Title] Project Title (Client)
- OR (more generally) -
Work Order # - Project Title (Client)
This makes it easier to use the project search/filter bar to quickly find the specific projects we need. This includes larger "campaigns" that include several distinct projects (like those with video, web, and print components).
Some food for thought when you start taking a look at this...
1. Because many agencies bill in installments, we would need to be able to check off a range of TimeCard entries (an "All" button would be handy too) and generate an invoice from it. The invoice could be saved to the project under a new Invoices tab. We should be able to create an invoice even with no TimeCard entries selected.
2. TimeCard entries that are part of an invoice should have their checkboxes disabled. When the Invoice itself is marked as paid, the included TimeCard entries are automatically checked as well.
3. We should have the ability to choose whether invoices are itemized (show/hide all timecard entries on the invoice) as well as whether cost is displayed for individual items (useful when the bill is flat/contract-rate). We should also be able to override the Invoice total amount and enter any value (again, useful when a bill is a flat/contract rate).
4. A global report that breaks down invoices by project and date (paid, pending, or no invoice). This would be useful for more effectively managing cash flow.
5. Finally, the ability to export an invoices and TimeCard entries as an iif file (QuickBooks format) would be immensely helpful to our accounting folks. I wrote a program that converts the csv, and that's holding us over for now, but it's still a few extra steps that would be nice to cut out.
Any word on this? It would be a BFD for us.
Use Google Docs. You can simply insert Google Docs links in the "Add Documents" and your done! It works, really, really well.
Admins should definitely have the ability to edit basic user info for anyone in the system (rates, titles, phone numbers, etc). The system already supports this stuff, but admins have no power of any of it (only users can edit themselves), which is baffling... especially when clients fail to put correct information in when signing up (like bad phone numbers).
Allowing admins to edit user info would automatically fix most of our own user/employee/client management issues.
Approvals, though... don't really see that as necessary.
Something like this would definitely be useful. There's a noticeable lack of management-level features in Projecturf, and time management/assignment is one of those missing bits.
I'm not familiar with FreshBooks, but most financial software supports custom imports. Since PT allows you to export a timesheet as a CSV, you should be able to set up an import rule (by mapping columns) in your invoice/financial package. When it's time to invoice, you can simply export the timesheet CSV and import it into your financial package.
It's not the most straightforward solution, but it works for us... at least until the API is ready (then I'm going to go wild and integrate PT with everything).
This is pretty much already supported, and we use the design section for this very purpose.
I agree with both the invoicing and CRM requests. Invoicing would save us a lot of work, and CRM would be immensely useful (heck, even the ability to edit users information - currently, you can add an email address but can't modify any other data else unless they sign up and enter it themselves).