Studiometry 10 Feature Spotlight: New Project Work View

Your entire business revolves around work, so there’s a good chance you spend a lot of time in Studiometry’s Project Work tab. Entering, viewing, managing, and editing work all happen here. We’ve made a lot of great updates to this section for Studiometry 10 to improve both the visual and functional quality of one of the most used sections of Studiometry.

Grouping Capabilities

In Studiometry 10 you can now view a project’s work in subtotaled groups based on Employee or Work Type. This will show you the worked hours and amounts for each Work Type or each Employee, letting you quickly see an overview of how and where your Projects are going. The benefits of these grouping capabilities are obvious: you can quickly see who is doing the most work on a project, or easily summarize the types of work done and expenses associated with a Project. Having a quick summary like this directly within your Work section really helps you stay on top of the status of your Projects.

Filtering Capabilities

Another new viewing option is the ability to filter the work list by item mode. You can now show All Items, Billable, PO, Estimated, and Non-Billable. This works in conjunction with the grouping capabilities, letting you quickly see exactly what you want exactly how you want. Both the grouping and the filtering settings are saved, so Studiometry will keep track of the exact view settings you prefer.

Selected Items Subtotal

Another small, but possibly very useful update is amount and hour subtotals for your current selection. Studiometry updates to show totals based on the selected items in the work tab, giving you the ability to quickly select and total specified items.

All of these updates add up to make the work tab much more powerful and organized.

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Studiometry 10 will be released in September 2012. Discounted upgrades will be available from all previous versions, new licenses start at $199.95 USD.

Buy Studiometry (free upgrade to 10.x for purchases after July 1st):
http://www.oranged.net/store

 







Studiometry 10 Feature Spotlight: Employee Roles

New to Studiometry 10 are Employee Roles. In addition to assigning employees to projects, you can now also assign customizable roles for each employee that show their purpose and responsibilities for the project.

The Basics

Studiometry lets you create a list of preset roles that can be quickly assigned to employees within your projects. Setting up assigned employees and their roles for a project is a breeze and requires just a few clicks. If you have a Project or a responsibility that’s outside of your normal role scope, Studiometry also lets you enter custom roles quickly and easily. Selecting “Custom Role” lets you type a new custom role type directly into the Roles list.

Automatically Assign Employee Roles

Using your Project Templates (Preferences Window > Project Templates), you can pre-populate employee roles based on your project types. For example, if Amanda always does the art direction on your Website projects, you can add add Amanda to your Website template and pre-assign her role as art director.

Now, when you create a new project using the Website Project Template, Amanda will be automatically assigned to the project, and her role will be automatically populated as Art Director.

Role Reporting

Your employee roles aren’t just limited to internal use. If you’d like to, you can now show Employee roles on your Invoices and Reports sent to your Clients. This is a great way to add a level of transparency and help organize communications between you and your clients.

Using the new EmployeeProjectRole variable for Invoice/Report templates, you can easily display the employee’s role alongside other employee information.

More To Come!

Roles are an exciting new feature for Studiometry 10, but we’re always looking ahead. We plan to utilize the Employee roles when developing future features within Studiometry. If that interests you, or you have ideas of how you’d like to further use Roles, please feel free to participate in our Feature Requests forums on our support site:

http://support.oranged.net/forums/351452-studiometry-feature-requests

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Studiometry 10 will be released in September 2012. Discounted upgrades will be available from all previous versions, new licenses start at $199.95 USD.

Buy Studiometry (free upgrade to 10.x for purchases after July 1st):
http://www.oranged.net/store

 







Studiometry 10 Feature Spotlight: Invoice Item Display Improvements

One of the most important correspondences that you have with clients is your invoices. They need to present vital information in a way that is both inviting and informative. Studiometry already has very powerful, completely customizable invoice templates that let you design and brand your invoices to exact specifications. Studiometry 10 adds several powerful features to help organize and present the work and expenses within your invoices.

Merge Items on your Invoices

New to Studiometry 10 is the ability to merge items on your invoices. Now, when creating your invoices, you can easily select two or more work/expense items and click the Merge button to have the items appear on the invoice as one combined item. Studiometry will calculate the total hours, quantity, and amount for you, and simply display one line item on the generated invoice.

The merged items can be ordered, split, and organized however you’d like, giving you total flexibility with exactly how your items appear on the invoice.

Here’s an example of an invoice with non-merged work items. As you can see, there are two entries for mileage, and three separate entries for design work.

Non-merged Work List


On an invoice, this will be presented showing every single line, which can be confusing for your clients to see multiple separate lines for similar items.

Non-merged Generated Invoice


But with the new merging features, you can choose to combine specific items when creating the invoice. The items will still remain separate in your Studiometry database, and be exactly the same as before, but on the invoice itself they will appear merged. Here’s a quick example of a merged item list:

Merged Work List


As you can see, the mileage entries have been merged together, with the combined subtotal shown. The same is true for the selected Design Work entries. When the invoice is generated, you can see a much clearer and simpler idea of what is included in the invoice:

Merged Generated Invoice


This lets you present a simpler and easier to understand invoice, while maintaining the integrity of your data within Studiometry.

Control Your Display Defaults for Category Types

Merging items is a great new feature, but what if there’s a category type that you want to always show as a combined amount? What if you always want your hourly work types to be shown as a combined subtotals, but you want your expenses to be listed out individually? Manually merging items on every invoice could become tedious very quickly.

That’s why we’ve added very powerful new controls to Studiometry 10 that let you set the display mode for each Debt Category type on a per-template basis. In Studiometry’s visual template editor Template Info window, you can now choose the display mode for every work type within your Studiometry database:

As you can see above, for each Debt Category you have the option to include it in the “Debt Rows”, and a separate option to include it in your “Category rows”.  A quick reminder: your Debt Rows will show the work/expense items on the invoice, while the Category Rows will show combined amounts for each category type on the invoice.

So if you want your hourly work types to be subtotaled without showing their individual work items, just uncheck the “Include in Debt Rows”, and be sure to check “Include in Category Rows”.

You can design both your Debt Rows and your Category Rows to display however you’d like, and using the new Combo Data Rows feature, you can even have them display in-line with each other.

These two new features can even be used together. All of your merged work items will appear in the Debt Rows, so you can merge certain items within your Debt Rows and automatically combine certain categories within the Category Rows.

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Studiometry 10 will be released in September 2012. Discounted upgrades will be available from all previous versions, new licenses start at $199.95 USD.

Buy Studiometry (free upgrade to 10.x for purchases after July 1st):
http://www.oranged.net/store

 







Studiometry 10 Feature Spotlight: Week Timesheet

When it comes to tracking and entering your hours, Timesheets are the quickest way to add large amounts of work. If you forget to bill for a project, or even just one hour of work, you’re losing money.

A great new feature for Studiometry 10 is the addition of Weekly Timesheets. This new interface shows you the amount of work you’ve done in the week, making it easier to visually realize and remember the work you’ve entered. You can quickly modify daily hours while Studiometry does all of the filing and sorting for you in the background. You simply select a Project and Work Type, and then Studiometry will present you with a display of the amount of work done, per day, for that Project.

Week Timesheet Entry


Once you’re done, Studiometry will create, modify, or remove (with your permission, of course) work items based on your entered hourly amounts per day. If you want to go back later to make changes to the work week, Studiometry will present you with your current amounts, and intuitively show the amounts you’ve increased (green) or decreased (red):

Modifying Worked Hours


The interface lets you modify any number of projects simultaneously. You can “populate” the list by either manually selecting specific Project’s, or by using the Smart Populate feature. This feature lets you populate the list with either your Active Projects and Types for the week, or with a specific Group or Smart Group of Projects:

Auto-Populate the Week Timesheet with Projects


Once you select Populate, the Week Timesheet window will automatically add rows and select work types based on your selection, letting you can quickly add or modify your worked amounts.

This new feature is a great way to help organize, view, and enter your company’s worked hours. Logging and entering hours can be a tedious task. The new Week Timesheet makes it a breeze.

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Studiometry 10 will be released in September 2012. Discounted upgrades will be available from all previous versions, new licenses start at $199.95 USD.

Buy Studiometry (free upgrade to 10.x for purchases after July 1st):
http://www.oranged.net/store

 







Studiometry 10 Beta Signups Open

If you haven’t already, you can sign up for the Studiometry 10 Beta. This will give you early access to Studiometry 10 and let you test and try the new features in the upcoming release. More information, as well as sign up instructions are available on our Support site here:

http://support.oranged.net/entries/21818032