This week’s updates are all focused on our user interface. Client Planner controls are now organized into tabs and we’ve added several new sharing and export options to IP Forecaster.
Let’s check out the updates!
Planner Workbench: User Interface Updates
Based on feedback from our testing community, we’ve organized the filters and other cards within the planner workbench into tabs. Within annual views, we’ve also shifted to show data quarterly rather than on a month-to-month basis, making it easier to line up with budgeting processes.
IP Forecaster: Private and Shared Forecasts
Until now, all forecasts were automatically visible to all users within a firm or company. With this update, forecasts are private by default. If you want to share your forecast, you can click “Firm Visible” or “Company Visible” to share.
IP Forecaster: Improved Export Functionality
Choice is always a good thing, so we now give you two themes to pick from when exporting your forecasts. We now have a Mono theme, which is black and white, and a Bright theme, which is colorful. We have also added additional detail to exports, like the 30 and 31 month deadline for national stage entry countries.
