New

Set your working hours

• Define your working week and time zone once, and timesheets, scheduling and reporting all use the same baseline.

Approval groups for timesheets

• Choose who approves whose time. Search for team members as you set up each group. Vendors and clients are left out automatically, so only your staff can approve.

Control who manages timesheets

• A new Timesheet permission decides who can change working hours and approval groups. Owners and admins have it from day one, so you don’t need to set anything up.

Dropdowns open instantly

• Choosing a saved list anywhere in TransPM is much quicker, and you can narrow the choices by list type or area of the business.

Give each part of your business a home

• Choose a home space for Projects, CRM, Vendors, Finance, Reports, Drive, Tickets, Assets or Automation, so your team always lands in the right place.

See what’s missing from a list

• Filter lists by space, and see in one view which records haven’t been added to a list yet. Gaps are easy to spot and fill.

Multiple-choice custom fields

• Custom fields can now hold several answers, for example a vendor’s specialisms. The “FK” field type has been renamed “Select” to make it clearer.

Match your columns when importing

• When you bring in data from a spreadsheet or another system, you choose which column goes where. Imports come out right the first time, with no clean-up afterwards.

Enhancements

No errors when adding something twice

• Adding an item that’s already on a list simply keeps the existing one, with no error and no duplicates, even if two colleagues do it at the same moment.

List dropdowns are always up to date

• New or deleted lists show up (or disappear) right away.

Project and task details checked more accurately