For everyone in the Northern Hemisphere, we hope you all had a fantastic summer. If you’re on the other end of the planet, be patient – your summer is coming soon!
No matter where you are, though, we’ve got lots to talk about!
Projjex Looks Better
If you’ve already signed in this morning, you’ve seen that we’ve modernized the look of Projjex. This new look is easier on the eyes. We’ve taken the time to slightly reorganize things so they’re more consistent and easier to find. We also needed to adjust the interface to accommodate some significant enhancements that are coming in the next six months.
It’s quite a change from the original design and may take you a day or two to get used to. We think you’ll agree, though, that Projjex looks much better with its new facelift!
Fully Branded Client Experience
You can now provide your clients (and sub-contractors and staff) with a completely self-branded Projjex experience. They can sign in to Projjex from your website (or a generic sign in page) and then will only see your logo while using Projjex.
In addition, we’ve created a new role called ProjjexClient. When you identify somebody as a ProjjexClient, they will have read-only access to the Projjex data that you give them access to. They can download and upload documents and then can also add notes, but they won’t be able to make any other changes. Any emails sent to them will not identify Projjex in any way – including the return email address which can be set by you. This is a great way to get your client directly involved in the management of their project!
You can have an unlimited number of ProjjexClients so long as you have a paid membership to Projjex.
How to create a branded environment
To learn more about branding Projjex you must be the manager of a Central Administration account. If you are:
- sign in to Projjex
- click on “Settings” (at the top right)
- click on the “Central Admin” tab
- click “Manage your central administration group”
- click the “Preferences” tab.
Use this page to provide a default “From” email address that will be used for all emails that Projjex generates from your projects. Attach your logo which will replace the Projjex logo on all windows and reports. Then:
- click in the “Branded Login” section at the bottom of the window
- follow the instructions and click the “Save Changes” button.
Here’s how the branded sign in will appear on your website:
Changing someone to “ProjjexClient”
Central Admin managers can change somebody to a ProjjexClient role from the Users tab in Central Admin. Click on the menu beside the person’s name and choose “Upgrade to Client” (or “Downgrade to Client” if they currently have a paid account).
“Free” accounts have been discontinued
As mentioned in our emails to you over the summer we needed to change our account structure to better reflect our customers’ use of Projjex. Effective immediately, we have discontinued the “free” Projjex account. All free accounts must either convert to a paid account or be converted to a ProjjexClient account by a Central Admin manager. If you currently have a free account, you will be brought to an upgrade screen the next time you sign in. Regardless of which account you choose, rest assured that all of your Projjex data remains intact and will be retained for at least 6 months.
New Projjex users will have full access to all of Projjex’s features free for 14 days.
Some other significant changes
We’ve made many other smaller changes that make Projjex even better to work with. Here are the more significant ones:
You can now make individual items billable or non-billable.
When adding or editing a task or milestone, you’ll be able to check a “Billable?” field on or off. When entering time against that item, the time entry screen will default to this status. You may still over-ride it at the time of entry (in other words, you may still enter non-billable time against a billable task, or billable time against a non-billable task).
We support more browsers.
We now support this extended list of browsers: FireFox 3.0 on Windows and Mac, FireFox 3.5 on Windows and Mac, Internet Explorer 7 on Windows, Internet Explorer 8 on Windows, Google Chrome on Windows.
The Dashboard goes visual.
The Project Status Summary section of the Dashboard now presents more data, more meaningfully. Each project now shows the number of items in the project and the number of items assigned to you. For both the project overall and for you it also shows the number of items with no due date, number of items due within 7 days, and the number of overdue items.
You’ll also see a quick visual indicator of the status of budgeted resources and billable dollars. The number underneath the graphic is the budgeted hours or dollars; hovering over the arrow shows the actual billable hours and dollars along with a percentage of actual over budget.
This is a very convenient way to see the status of your projects.
Links in email alerts go directly to the item.
When you receive an email alert about a particular project item, clicking on the link in the email will bring you directly to the item in the Projects tab in Projjex. ‘Nuff said!
Date Manager can be run at any level in the Projects tab.
Use Date Manager to quickly change start and/or end dates for a group of tasks and milestones. Date Manager can now be invoked from any item in the Projects tab and will only affect that item and all of its “children”. Just click on the pull-down menu beside that item and choose “Date Manager”.
This is a very fast way to change dates to a group of related items.
You’ll be warned when you try to upload documents with duplicate names.
When you attach a document to an item, Projjex will check to see if a document with that name already exists in that project. If it does, you’ll be prevented from attaching that document to that item. Your options are:
- rename the item and try again OR
- go to the documents tab, find the document and use the “Add new version” option from the document’s menu.
Remember to use the search feature to quickly narrow the number of documents you see in the Documents tab. Simply type the name of the document and click on the “magnifying glass”. You’ll instantly find what you’re looking for and you can then use “Add new version” to upload the latest version of your document.
Remember to keep in touch…
We’ve got lots more coming soon. In the meantime, call, write or email us with your compliments or concerns.
Regards,
Alex Glassey and
The Projjex Team
Here’s how to reach us:
Support email: support@projjex.com
Suggestions: feedback@projjex.com
Telephone: (888) PROJJEX or (888) 776-5539
Send postcards to: 1-974 Sutcliffe Road, Victoria, British Columbia, Canada V8Y 1M8
Follow along on Twitter: https://twitter.com/alexglassey
