Goodbye noise, hello simplicity. We’ve eliminated panels, repositioned filters, increased consistency, and updated click flows between screens.
Here’s the overview:
We’ve centered the app around two primary views: resources and projects. Each contains a chart view and a list view, allowing users to quickly evaluate a project pipeline using Carv’s data visualizations and detailed tables.
We’ve reduced the prominence of the Teams, Clients, and Roles screens so that users intuitively interpret them as configurations and settings instead of daily activities in the app. This change will help keep a user’s focus on the forecasting after the app has been configured.
Special thanks Ali Usman @ PixelEdge for advocating for this.
We’ve divided the individual resource views into an assignments list and a settings screen to better accommodate user intent and increase screen flow consistency.
In the stacked assignment chart, assignment curves are now sorted based on their confidence score. For higher confidence, higher opacity curves are on the bottom and for lower confidence, higher opacity curves are on top. This change reduces noise and makes the screens more natural to read.
Opacity Levels for Unconfirmed projects
We’ve swapped a heavy striped pattern for varying levels of opacity to represent different close confidences. The new pattern helps eliminate noise and makes it easier for users to see the relationships between assignments with different close confidences.
Unactivated Curve Outlines
On the project modeling screen, we’ve increased the pixel width of the unselected assignment curves. The new thicker outlines make it easier to use project assignments as reference points for modeling other assignments.
Special thanks for Ryan Heidorn at SteelRoot for this one.
Revised Project Cloning Workflow
We’ve also updated the project cloning workflow. Now, a modal window appears immediately after cloning a project, allowing the user to rename the new project and begin editing it.
Users can now maintain a client list and tag projects based on clients. You can add or remove clients and use the client tags to sort your project list. With these client tags, you can organize ongoing engagements, renew contracts, and break down long-term contracts into smaller grouped projects.
Coming soon: In v1.7, you’ll be able to use the client tag to filter work on a new “All projects” view and the existing resource dashboard. The filters will unlock the ability to evaluate agency performance per client.
Agencies can now organize employees into teams. Teams compliment roles as another way to manage talent and allocate project work.
Coming soon: In v1.7, you’ll be able to use teams as a filter on a new “All projects” view and the existing resource dashboard. This filter will unlock the ability to evaluate team performance, assess utilization per team, and identify which teams are ready for more project work.
You can now identify resources as freelance. This label helps agencies maintain a better understanding of their capacity and prioritize whom to assign work to.
Soliciting user feedback: We are soliciting feedback on the way freelancer status should impact capacity and what settings are needed. Our questions stem from the issue of accounting for minimum contract hours as well as the lead time needed before a freelancer can start a new assignment.