Updates

New Features in v1.7

By Chris Lee on March, 5 2019
Chris Lee

Chris is a co-founder at Carv and resident blogger. Chris also leads new partnerships, market development, and sales.

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.”

Role-based aggregations

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.

Screen Shot 2019-03-01 at 10.19.19 AM

 


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.

Screen Shot 2019-03-01 at 1.21.20 PM

 

Universal multi-select

Create compound filters based on roles, clients, teams and resources.

 
Screen Shot 2019-03-01 at 11.57.34 AM
Screen Shot 2019-03-01 at 1.34.02 PM

Assigned status

Filter based on whether project assignments have been assigned to resources yet.

Project status

Filter based on whether projects are confirmed or still being negotiated. 

Screen Shot 2019-03-01 at 1.34.48 PM


Project templates

Screen Shot 2019-03-01 at 12.03.46 PM

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.

 


TBD/unassigned role

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.

Screen Shot 2019-03-01 at 1.43.22 PM


Freelancer ID

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.

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