New in Profit 11



Copy diary appointments with start and end time

You can now copy appointments from the diary when entering your hours via the calendar view. In addition, you can now define the start and end times.

You, for example, had a meeting from 2 to 3 p.m. You will see this Profit diary appointment in the background of the entering hours layout. Now you can now very easily enter the correct hours using the drag and drop function. If the active Office link is enabled, this will also work for your Outlook appointments.

You do not now have to keep your diary beside you and rerecord your appointments any more. 

Also enter costs with your hours

It is also now possible to enter your costs aside from your hours.

Instalment schedule

You can now add instalment schedules as templates. You can, for example, split cost estimate lines with this into invoice instalments in accordance with the selected instalment schedule. Subsequently, Profit will calculate the instalment amount based on the percentages in the instalment schedule. In addition, you can also add a period for additional work. 

Project pages for the entire project group

Project pages in InSite and OutSite are now visible depending on the team role. You can now configure that all project pages linked to a project are visible to the entire project group. This saves time when maintaining the site. 

This can be configured for each project group in the new InSite/OutSite tab. This tab must first be authorised.


Logging on to project entries

Two collections of data have been added: 'Change project' and 'Change project phase'.

You can use them in alerts, analyses, reports and GetConnectors. For example: 'the allocation code has been changed' or 'the project leader has been changed'.

Imports nowwith Project phfase

The 'Project phase (Line)' field is now available in the imports of course, subscription, sales and project invoices.

Purchase order lines and receipts on the project card in InSite

You can now also include a view on the project card in InSite with purchase order lines and receipts. This ensures you can now also quickly consult in InSite whether the articles that have been ordered for the project have also arrived.

Chargeable dashboard

Two new dashboards for optimum insight into the chargeable degree of employees: Chargeable and Chargeable ESS. You determine the budgets. You can define these in Profit Windows in the KPI table. These budgets are compared with the realisation (from the actual costing). You configure the following on this dashboard:

  • Add work type groups and link a work type group to every work type. This will ensure that the system recognises which work types are ‘Direct invoiceable’, ‘Direct not invoiceable’ and ‘Indirect’. The work types that are linked to work type groups of the ‘Direct invoiceable’ and ‘Direct not invoiceable’ types are regarded as chargeable. You determine how the work type groups are classified.

  • Define a budget for each employee in the new KPI table in the KPI Chargeable: budget per employee/work type group. You must define a budget for all chargeable employees. This takes place per employee and per work type group and the budget is defined per month so that a budget per month may deviate. The KPI lines can be imported. If annual budgets are used, the annual budget must be distributed proportionally over 12 months.