May 13 – 4.37.13

Here’s a summary of the latest improvements and fixes in Planyard. This release introduces a bulk contractor merge feature, enhances timesheet submission with planned volume enforcement, and provides a company-wide cash flow interval setting for consistent forecasting.

Analytics

Live CVR Numbers for Current and Future Months

The CVR report now fetches live numbers directly from the system instead of relying on the overnight snapshot when the selected report month is the current month or any future month. Past months continue to use the stored historical snapshots.

Company Settings

Company-wide cash flow interval setting

A new company-level setting lets admins choose whether all cash flow forecasts use monthly or weekly intervals. Once set, the interval is applied automatically across all projects.

Contact Management

Bulk Contractor Merge

Company admins can now select multiple contractors from the list and merge them into one with a single action, consolidating all linked documents and external labor resource entries.

Portfolio Dashboards

Income tab in company portfolio view

A new Income tab has been added to the company portfolio view, showing a list of all sales invoices across all active projects within the selected date range.

Work Orders

Work Order UX Improvements

Task type labels are now consistent everywhere, the workforce type now defaults to Subcontractor or rent workforce, and when a budget article is selected for a task, the task name, price, and unit are automatically filled from the project budget. Priced tasks now require a quantity greater than zero.

Timesheet submission: planned volume enforcement and completion % input

Workers filling in priced tasks now see the cumulative completion of the task, and quantity and percentage stay in sync. If a worker enters a quantity that would exceed the planned volume for a priced task, both the quantity and percentage inputs turn red, and the Submit button is disabled until all values are within the planned volume.