Latest updates and improvements to Adjera
We’ve enhanced project templates with the ability to define tasks that will be automatically created when using the template. When creating tasks in templates, you can:
This feature streamlines project initialization and ensures consistency across similar projects.
Navigate to Settings
-> Templates
-> Project Templates
to get started.
Check out how to use project templates here.
We’ve made updates to the resource planning timeline to improve visibility:
We’ve introduced a comprehensive contractor management system to help you maintain and organize your external resources effectively. Navigate to Members
-> Contractors
to get started.
Find the right contractor quickly by filtering through:
Convert contractors to full workspace members with a single click when they have a valid email - automatically sending workspace invitations and assigning licenses.
We’ve expanded our finance dashboard with more granular filtering options:
Enhanced visibility into resource capacity:
This release focuses on overall workflow improvements. These updates, although smaller, make up a great chunk of how smooth and enjoyable using Adjera can feel.
Highlights include:
Read about all the smaller details we updated and improved here.
When working with multiple stakeholders, members, projects and overall data, it’s important to have an easy way to create and enable focus for every user.
Introducing a tightening of our user roles and what each can view and edit inside Adjera. These updates apply to all 5 roles:
Working with billable hours, expenses, invoices and finance in general, it’s important to stay updated on your projects, customers and overall profitability.
Introducing an improved and more comprehensive profitability tracking, including:
We bring you an upgraded and smoother timeline then ever before. Now applicable and live for Projects, Tasks and Resource Allocation.
Highlights include:
This release focuses heavily on improving how teams manage and allocate resources across multiple projects. We’ve redesigned the resource allocation interface to provide better visibility into team capacity and skill matching.
This maintenance release addresses several important issues reported by our enterprise clients, particularly around data synchronization and reporting accuracy:
We’ve expanded our integration capabilities to better support existing workflows and reduce the need for manual data entry across platforms.
With the integration between Adjera and QuickBooks, you can now:
With the integration between Adjera and E-conomic, you can now:
Professional services teams are increasingly mobile, and this release delivers a completely redesigned mobile experience for native use.
Time tracking accuracy is crucial for professional services profitability. This release introduces intelligent features to improve both accuracy and user adoption.
Users can now register time from anywhere in the app or from our new timesheet.
This release includes:
Want to know how much time has been spent across your entire firm, as well as being able to drill down into time spent per project, customer, tasks labels and individual members, all in a single page and in real-time?
Well now you can!
The new Time dashboard that you can find as an admin under Log -> Time -> Overview, can give you the following insights:
With this release, you can now create and track customer deals in real-time through different stages.
When creating a deal, fill out the following information:
When a deal is moved to Closed Won, you can upgrade it to become a project, prefilling the project with the existing information.
You can view custome deals in a list or kanban view with drag and drop functionalities.
Get real-time insights into your firms overall financials such as revenue, costs, and pipeline value.
This release enables Admin and Finance managers to view the following metrics:
The above metrics are also availble in a bar chart per month.
Finance -> Overview
Growing professional services firms need sophisticated user management capabilities to maintain security while enabling productivity across diverse teams and client engagements.
Professional services organizations are entrusted with sensitive client information, making data protection a critical operational requirement.
These security enhancements ensure professional services firms can maintain client trust while meeting increasingly stringent data protection requirements across different industries and jurisdictions.
This release focuses on increasing the flexibility of profitability calculations on projects, customers and the overall workspace.
It is now possible to choose wether profitability is calculated based on:
This is important especially when working with fixed price projects versus time and materials projects.
It’s now possible and easy to track expenses in Adjera. Wether they are internal or project related; Billable or non-billable.
Navigate to Log -> Expenses
Expenses also comes with a built in approval flow for managers and admins.
This release focuses on adding member related insights on each members profile.
Admins and HR Manager can now view the following information on a member:
This data can also be viewed on a bar chart month by month.
This release focuses on adding workspace currencies to Adjera in order to accommodate users across multiple countries.
By default your workspace will have a base currency used in reporting. If other currencies are used across invoices or expenes, these will automatically be converted to the base salary when looking at project finances, customer finances and overall workspace finance reporting.
To choose your default worksapce curency navigate to Finance -> Settings
This release focuses on adding member related information to use for tracking of project financials.
Members can now have the following information:
This release marked the transition to a feature-complete beta, incorporating core consutling and agency focused functionality needed for comprehensive professional services management.
We opened the beta program to a broader range of professional services organizations to validate functionality across different industry segments and organizational sizes.
If you’re interested in joining future beta programs, sign up here to be notified of opportunities.
The alpha program continued to evolve based on early user feedback, with focus on core professional services automation capabilities.
Our alpha partners provided crucial insights into the daily challenges of professional services management, directly influencing feature development priorities.
Adjera’s initial alpha release established the foundational platform for professional services automation, focusing on core project management and time tracking capabilities. This version was released to it’s initial core users and included:
Built on modern cloud infrastructure to ensure scalability and reliability for professional services organizations of all sizes.
The alpha program provided essential validation of our core architectural decisions and confirmed the viability of our integrated approach to professional services automation.