Sprint 32 + 33 Release Notes

Release notes

Release 32 + 33 (Released April 5th, 2024)

The past two sprints our developers have been diving deeply into the architecture of Proxuma. For our ambitious goals of having a near-instant drag & drop experience, it was necessary to take a different approach in the way we talk to the Autotask API. This had further implications in the way elements are loaded within the Planning Screen UI. The result is that we’ve now achieved a Planning Screen that no longer needs to grey out tickets, tasks and service calls that are syncing to Autotask. We’re very happy to present a snappy, smooth planning experience in Proxuma in this new release. 

 

New Feature: Planning in Month and Year View: 

 

 

  • We’ve significantly boosted Proxuma’s planning features by introducing planning functionalities in the Month and Year views. With this update, planners can smoothly manage their schedules without needing to switch back to the week view, saving time and improving efficiency.
  • This addition has been integrated into the Planning Screen, ensuring consistent functionalities across all views within the planning module. The Plan Bucket, complete with filters, is now accessible on all screens within the planning module, from day, week, month, and year view.
  • Drag-and-drop functionality in the month and year views works just like in the day and week views, but now you enter the time in the pop-up window instead of dragging the item to the right time, as there are no time slots in month view. Additionally, planning actions in the month and year views trigger automatic capacity calculations without manual intervention or screen refresh.
  • Moreover, start and end dates/times are now included in pop-ups in the month and year views, providing planners with essential scheduling information.
  • These enhancements represent a significant leap in Proxuma’s planning capabilities, providing planners with a more versatile and efficient planning tool.

 

Another speed improvement to the Planning Screen

  • We’ve significantly improved Proxuma’s overall speed and performance. You’ll notice this the moment you make any changes in the planning screen, whether it be changing the duration of a service call, dragging a project task into someone’s calendar or reassigning a ticket. These items no longer grey out, you can immediately interact with it again after making a change. To achieve this, we’ve had to rework the way we communicate with the Autotask API. Essentially, we’re chopping our API calls up into smaller bite sizes. Adding to this, we’re not having the Proxuma planner wait for the sync to continue manipulating an item. Instead, Proxuma is syncing in the background while you work the items on the front end.

 

Bug Fixes

  • Numerous bug fixes were implemented to enhance the overall functionality and user experience of the tool. The resolutions addressed diverse issues, spanning from Display Issues, Outlook Appointments error, log-in issues. This comprehensive approach has significantly improved the performance and reliability of the tool, ensuring users can navigate and work more efficiently and effectively. 

 

Future Development

We have some exciting new features coming in Q2 2024. Much of what we do is to build a product that addresses the most immediate needs of the largest number of MSPs. Your voice is a vote toward our developers, so never hesitate to submit a feature request to us by emailing [email protected]. Some highlights of what’s coming in Q2 2024:

  • Creating Projects and Tasks in the Project Creation Widget
  • Enhanced Security Features
  • Bulk Edit functionalities for Project Tasks and Tickets.
  • Saving Project Templates in Proxuma
  • Viewing Project Revenue, Cost and other Project Financials in Proxuma
  • Improving the API sync frequency. We are adding a Webhook handler and will replace, where possible, API calls with Webhooks for an instant response and decreased API traffic.
  • Creating functionality for setting up a Compact view. Proxuma works best on a wider screen, ideally an ultra-wide one. However, since not everyone has that, we will implement functionalities that will allow you to work effectively on a “normal HD screen” with a 1920×1080 aspect ratio.
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