Version 1.4 - Project Reporting and Tracking Enhancements

Release Date: 14 November 2025

Overview

This release of SoCRM introduces new project reporting and tracking capabilities, along with a range of minor fixes and enhancements. Below you’ll find a summary of the key changes and improvements included in version 1.4.

Enhancements

• Record Total Reported Spend as a Percentage of the Overall Budget

  Project managers can now see the total reported spend across all approved milestones as a percentage of the total budget, displayed on the project dashboard. This helps visualise actual spend versus reported spend and can highlight work in progress yet to be invoiced.

  
  

• Enhanced Home Page Widget – My Project Time

  Users can add enhanced the My Time widget to their SoCRM home page showing all their current project allocations, providing quick visibility of assigned work without needing to open each project individually.

  
  

• Enhanced Project Summary Details

  The project summary screen has been rebuilt for greater clarity, with improved information display and order. A new guidance document is also available for further detail.

  
  

• View My Allocations on the Home Page

  Individuals can now select and view their current project allocations as a widget, showing all allocations active as of today.

  
  

• Improved Project Dashboard Insights

  The project dashboard now provides better insights into project health, with renamed and amended information. Full details are available in the SoCRM Project Tracking and Oversight Guidance document.

  
  

• View Timesheets for Any Individual

  A new “Browse timesheets” button allows users to view (but not edit) any other individual’s timesheet, making it easier to track project time across the team.

  
  

• Filter Contacts by Account

  The Contacts dashboard now includes a filter by client account, making it easier to refine and locate contacts.

  
  

• Unassigned View Shows All Unassigned Cases by Source

  The unassigned cases view now uses the case source filter, ensuring cases are categorised correctly until assigned.

  
  

• Highlight Over-Burning of Allocation in Timesheets

  When recording project time, users will see a visual warning if they exceed their allocated time for the week, helping to manage workloads more effectively.

Bug Fixes

• Project Filters Show Duplicate Individuals

  Improved logic ensures the correct filters are displayed in the project dashboard, addressing issues with duplicate or incorrect listings.

  
  

• Budget % Not Populated in Main Project Dashboard

  The “Budget Spent” column now displays correctly, resolving previous display issues.

  
  

• Project Approval Outcome Not Being Received

  Project managers now receive an additional email notification for approval outcomes, in addition to Teams Activity notifications.

  
  

• Deleting Project Elements Does Not Appear to Work

  The deletion process now automatically refreshes the view, so deleted elements disappear immediately.

  
  

• Timesheet Does Not Save Changes if Filter Applied

  Unsaved timesheet changes are now preserved when applying filters.

  
  

• User Access in Admin Saves Permissions Incorrectly

  Editing user access roles now correctly saves and displays the last saved values.

  
  

• Custom Industry Field Displaying More Than List

  Only active industries are now shown in the dropdown when assigning industries to accounts.

  
  

• Milestone Time is Getting Missed

  Addressed an issue where time recorded on the first or last day of a period was not retrieved for project milestones.

  
  

• Incomplete Timesheet Warning Incorrectly Showing

  Fixed a rounding issue causing incorrect warnings when weekly hours matched standard hours.