Release Notes - 8 October 2025

Budget & Capacity

The Budget & Capacity plan has been substantially improved, offering greater flexibility to adapt to changes in teams and individual circumstances. 

The enhanced features fully manage budget adjustments, streamlining the process and removing the need for manual spreadsheets. Features include:

1. The addition of budget periods in the 'Team Capacity' tab. 
2. The ability to add new staff to the capacity plan with a budget period coinciding with their start date.  
3. The ability to adjust the budget period and re-align the budget for staff who leave during the year.
4. The ability to allow for changing circumstances for staff during the year i.e. work hours, productivity, charge rates etc.
5. The ability to add budget periods for seasonal staff.
6. The ability to move staff between teams.
7. The ability to plan for capacity reducing time specific to budget periods to ensure billable working weeks is accurately reflected. 
   NB* Capacity reducing time is annual/sick/other leave.
8. Staff changes throughout the year will not impact budgets for existing team members.
9. Users can apply a linear or seasonal budget distribution that accurately reflects budget periods for team members. 
10. The addition of monthly recoverable hours in the 'Team Budget' tab. Click on the toggle to show/hide recoverable hours.

People

Employment & Human Resources section - Leave Entitlements

Leave entitlements are now recorded in days rather than weeks. The total number of days entered across each leave category will be converted into capacity reducing weeks, which in turn determine the billable working weeks available for capacity planning.

The 'public holiday' field is now 'other leave' for users to record public holidays and other specific leave e.g. study leave. 

NB* Employment & Human Resources is only accessible by Executive users.