
The most recent update shifted a few things around, so I’m still getting used to the new UX. Overall, though, I like how the different components of projects are separated in a way that lets me manage them individually—at the project, team, or even personnel level. Invoicing has become much faster and simpler, especially with the QuickBooks integration.
With the new UI, I’m also seeing some improvements in data fetching, but there are still a few hiccups to iron out, mostly around the task and hour filters. Even so, the platform offers a lot more upside for the price, and we were happy to phase out our older platform.
Support seems very responsive when I reach out through the platform. That said, feature implementation requests and discussions could be a bit more open or responsive, even if it’s just to say, “Sorry, it won’t enter our roadmap in the near future.” I still haven’t been able to use any AI-powered features, but I’m currently running a custom report for business intelligence purposes using the oData feed, and that’s been working seamlessly. Review collected by and hosted on G2.com.
I’m currently having trouble properly tracking all the tasks and projects allocated to me because of user authorization levels. I can see tasks assigned to me, but when I go to capacity management, I only see projects where I’m either the project manager or a sub. That said, the new UI has really improved the task list.
I also can’t really manage or allocate checklist tasks at all, which would be very useful when more than one person is allocated to a task.
Lastly, I’m not able to properly separate effort allocation for projects where more than one person is assigned, either in the platform (capacity management) or in my custom report. If checklist items had similar parameters to tasks, this would be manageable at the checklist level. Review collected by and hosted on G2.com.