v1.7 introduces powerful new filters, data aggregations and project templates.
To start off, we wanted to share one agency's reaction to the release:
“Wow. I guess I better increase sales efforts on design heavy projects.”
The top chart on the all resources screen now shows assignments aggregated into roles. The role-based roll-up allows users to quickly compare workloads across roles and evaluate weekly utilization rates per role.
New filtering capabilities
We've added powerful assignment filters that allow agencies to evaluate capacity and resourcing forecasts through any lens that makes sense for their business.
Create compound filters based on roles, clients, teams and resources.
Filter based on whether project assignments have been assigned to resources yet.
Filter based on whether projects are confirmed or still being negotiated.
Project templates—a.k.a. productized services—are key in scaling an agency. Carv's templates allow an agency to convert their scoping/budget spreadsheets into visual, editable models that can be added to a pipeline in seconds. Converting these spreadsheets into templates in Carv is an important step in deploying pipeline engineering and realizing the full benefit of productization.
The 'TBD' role allows agencies to add projects to their pipeline earlier in the sales cycle, before they are ready to define role allocations. The 'TBD' role offsets overall utilization, but not the utilization of individual roles.
Users can now specify if a resource is freelance. This checkbox is the first part of a bigger feature set that will enhance how Carv calculates utilization and forecasts capacity.
Additional UI/UX improvements
Load screen label On the odd occasion when the app doesn't load instantaneously (thanks React), there is now a label showing which screen is being loaded. This helps keep users focused on their task.
Updating resourcing models When roles are in use they can't be deleted, making it difficult to update an organization's role structure in Carv. The app now shows where roles are in use, allowing users to more easily identify and delete them.
Apply role colors to dropdowns When a role appears in a drop down menu, it will now be highlighted with the role's color. This make it much easier to quickly navigate the menus.
Re-order the project screen's columns We moved the 'client' column to the first position, followed by 'project name', to better match how our users think about their projects.