Free, Web Based Project Management with CreativePro Office

24775 users, 26719 projects, $117,496,991.57 invoiced

Feature List for CreativePro Office 2.0

By heather Aug 10 00:00:00, 2009

Hi Everyone

Here are some of the features that are going to be included in the new release of CreativePro.  If we haven't said so before, CreativePro Office is working on a new version that will remedy the bugs of the existing version AND include these killer new features:

In the Client area:

  • A new client widget on the dashboard that shows the client list and projects by client. User will be able to click a client name and the view will switch to show projects for that client.
  • Clients will be able to have multiple contacts instead of the 1 contact currently allowed. This will be accomplished by a site-wide contact management module which will provide the contact functionality for clients, projects, and expenses (vendors).
  • Users will be able to import client list in CSV format or a single client vCard.
  • Client dashboard will have total hours displayed for a project (optionally set by account owner) and project status indicator.
  • Client dashboard will have messaging capability for projects, invoices and files that are posted by the account owner (similar to Facebook).
  • Client timezone will be a setting that can be permanently set by the account owner.

In the Tasks area:

  • Tasks can be shared among multiple team members. Team members will receive email notifications of task assignments.
  • Files can be attached to task entries.  Tasks can be reordered within milestones by drag and drop.
  • Version 2.0 will have a much improved Gantt charting system with ability to print Gantt charts.
  • Recurring tasks.
  • Email integration: tasks can be created by sending an email to a CPO email address much like Remember the Milk.
  • Sorting tasks by title, date, assigned to, status will be included.
  • Users will be able to create quick To-Do lists using the task manager - instead of creating a client, then a project, then tasks.
  • The task management system will, over the next year, become more SCRUM focussed so that teams can monitor their time estimates and deliverable dates across many project and come up with more acurate predictions.
  • Tasks will have customizable categories that are color coded for quicker viewing.

In the Calendars area:

  • Shared calendars between project owners, team members and clients.
  • Synch calendar with Google Calendar, allow synch to Outlook through iCal format.
  • Allow multiple calendars with color coding. Allow other customization features like changing the first day of the week and date formats.
  • Upload/Download of calendar entries in iCal format.
  • Show events spanning multiple days.
  • RSS calendar feed specific to each calendar and team member.

In the Projects area:

  • Project auto-archive feature - allow user to set a time span for auto-archive of projects e.g. 3 weeks after project create, or project start.
  • Allow per-project, per-client hourly rates to be set.
  • Show time spent on a project in project detail view.
  • Make project file uploads simpler by using an app-wide file upload system that interfaces with Amazon S3.  Allow for multiple files uploads also.
  • Provide project/task view in a Gantt chart. 

In the Expenses area:

  • Expense and vendor reports.
  • Tie expense items and invoicing together better.  For example, if I guy stock photos for a client it would be nice to list these under expenses but also be available to me when it's time to invoice the client.
  • Hours logged from time sheets can be defined with an hourly rate then automatically set up as an expense and charged to the defined project.  I'm imagining contractor expenses here.  I pay a contractor (vendor) for 12 hours of graphic design - that's technically an expense that then needs to be invoiced. 
  • A recurring option for expenses like web hosting, rent or anything with a fixed and repeating cost.
  • A vendor list that would allow the same contact information and notes seen in clients, but then be tied to a specific project. 

In the Timesheets area:

  • Better time-sheet reports: view by project, client, team member, date range or combination of all variables.
  • Integrated job timer, timesheets and invoices together so you could select a project, start the clock, stop the clock and click a button to have an invoice generated.
  • Export timesheets as PDF, Excel, CSV.
  • Allow embedding the job timer in user websites so that you can have employees log time without giving them CPO user accounts.
  • Allow for multiple timers to be running at once.
In the Invoices area:
  • Individual invoice items can be taxable/non-taxable.
  • Partial payments can be entered for an invoice and CPO will keep track of amount remaining.
  • Invoice payments can be made through PayPal.
  • Recurring invoices for things like hosting accounts that need to be invoiced monthly,weekly,yearly.

This is a limited list of changes that will be going into version 2.0.  These features are in direct response to what users have asked for over the past 2 years that CPO has been active.  It isn't an exhaustive list, but it is definitely an exhausting list.  For those who wonder what the silence is about, this would explain it.

We look forward to our new release and hope you all are enjoying your summer!

 

 

 

 

Roy Aug 11, 2009

When are these features are going to be released?
Jeff Aug 11, 2009

Hi Roy,

While I'm reluctant to give (and possibly miss) yet another release date, I'm fairly comfortable saying that a late October, early November release looks promising at this point.

Jeff
Jonathan Aug 21, 2009

Looks great guys! Will it automatically upgrade (I use the free CPO version hosted by CPO)? Should I make a back-up?

Minor bug report: projects without completion date have status 'project overdue'.
Iain Aug 24, 2009

Hi Jeff,

Looks great!

What i couldn't really find out was if this new version will still be completely free as a hosted solution and if there's still an option to host the software on ie. my own server?

Iain
Marius Aug 26, 2009

Hi,

I've started testing your product after working on Basecamp for a few years. I must say I am impressed with the features it offers for free! It's a great piece of work and I wish you all the best in making it really rock!

There's one thing, though, that I think needs improvement, and this is the interface, which is a little cluttered (visually). I'd be happy to lend a helping hand (for free) to help you with that!

Best,

Marius
Cristiane Aug 27, 2009

i'm very excited about the 2.0 version!
congratz for the new features, it's everything we need :D


ps: Jeff, I still can't install the CPO patches, should I wait for the 2.0 version? 'Cause my team cannot use with the bugs it have...

thanks,
Cristiane
alex Sep 13, 2009

hello,

what kind of support is there if we purchase the paid self hosted version? I see that the forums are pretty much a ghost town...lots of questions and views but very little in the way of solutions.

I've sent a couple of emails too about your system but got no reply. This doesn't give us a lot of confidence.

I'm just wondering if a purchase at this time is going to be a benefit for our compnay or more of a huge time sink if we have no support?

Any answers you can provide me with would certainly help our decsion to buy your software.

thanks!
Heather Sep 13, 2009

Hi Alex

Thanks for contacting us, particularly thanks for being interested in purchasing Creative Pro Office. We would be happy to answer your questions.

I appreciate your concern about the answering of questions in the Forum. The forum was initially set up as a place for us to bug test our very first releases of CreativePro Office. Since we are in the process of making a new release that is going to mend many of the issues that people wrote about, we are focusing less on the forum, and more on development. The forum had its use for that time, and we will likely implement it again, bug fixing a new release.

We addressed the "quietness" of the forum in some previous blog posts, but you might not have seen them.

Currently the help options that are being explored are help files, and interactive help options.

Thanks for contacting us,

Please do send us your questions

Heather
Chad Sep 28, 2009

Feel free to throw us a beta - we'd love to get moving and don't mind finding the bugs as we go.
Jewelie Oct 20, 2009

I really am looking forward to this update. I want to buy the source code but I am waiting for this and to see how it works. With updates only being free for 1 year I do not want to miss this huge change. I really want it to archive the projects. Super important to me. As the development takes a bit of time; I do not want to pay to have it and then miss the updates that will be made after this 2.0 is released. Can you give us an update? PLEASE!!!!!
Nitin Oct 22, 2009

Please let me know the release date. The product looks very nice.

I am particularly interested in the fix of the Bug related to entering an payment for an invoice.

Also is it possible to move Data from Free Account into the Paid Account?
Admin Heather Oct 27, 2009

Nitin

The current release date is set for early Feb. and it includes a feature to move all the data from the free account to the paid account.
Erjon Nov 5, 2009

Heather,

Are you serious, the release date is moved to February 2010? Because i purchased the current version at the begining of 2009, and i have put all my expenses there, and i have been having difficulties seeing all the my expenses, only the first 10 show. I was hopping to install version 2 before the end of this year, so it would take care of all the errors, and so i can transfer all my expenses to a PDF or excel sheet.
George Birbilis Nov 13, 2009

Maybe a model of open-sourcing the core (and some basic modules) for all and providing the source of some non-opesourced modules upon registration would help advance the s/w
Dirk Nov 18, 2009

I created an free account today and after looking around and entering some test data I really like this product!

There is one thing which would really have me sold;
If there could be a (virtually) infinite hierarchy in the project structure. Currently CPO works with projects and tasks.. but in fact many projects consist of sub- and sub-sub-projects.
This hierarchy would make it easier to assign responsibilities, monitor cost and project flow.

Please let me know if you see this as a worthwhile and do-able implementation in near-future releases.

Dirk
Serb Dec 11, 2009

I didn't see this one on the To Do list, so I thought I'd throw it in there, as I find it absolutely crucial - custom invoice templates.

If you could either code some basic functionality to allow us to design our own invoice templates (options like colors to be used, font and font sizes, logo or no logo, layout and such) or pick from a few predesigned layouts (as long as there are a few clean ones without any graphics, we're good).

Also, remove the gradient in the members area header, as if I don't add the gradient to my uploaded logo (leave the logo background white) it looks pretty weird when layered on top of the gradient background. And if I do the opposite and match the logo background to that gradient you have in place, then when an invoice is sent out it includes the logo with a gradient on it layered on a white background/invoice, and then that looks bad instead. So either way, lose-lose situation.
Serb Dec 12, 2009

Also, another highly needed feature - Project Specific notes that can be edited/updated. Right now when a new note is added it can only be deleted. What I have in mind is for a lot of us designers/freelancers, well, we need to attach to each project things like client's URLs, logins and passwords, sample URLs for this, sample URLs for that, etc. And if they change, we need to be able to edit those too... so that function would be more than welcome.

Add Your Comments

Your Name [required]

Email Address [required]

Website URL

Comments

Add Comments