We’ve made several improvements to the browser and desktop app including Submission Rules for workdays to improve the overall quality of submitted time entries.

Browser App (Version 1.3.5)

• Work time & project time submission rules which can be defined per account settings and per project

• Set work time to sum of project time in submission modal

• A new KPI "Profitability incl. Forecast" which provides a projected profitability percentage respecting planning

• several UI and UX improvements

MacOS and Windows App (Version 2.7.0)

• Support of work time & project time submission rules

• Support of custom Jira issue type icons for references like in the desktop app

• Fixes an issue where dropdowns could lose their ability to be navigated with the keyboard

• Planner assignments and account settings now update live via socket

We’ve made several improvements to the Team and Project Planner to enhance usability and streamline resource allocation.

What's new?

• Enhanced Visualization & Settings

  • Clearer color-coded workload indicators: green (available), orange (slightly overbooked), red (overbooked)

  • Users can choose to view team availability as utilization or free capacity

  • Improved search for team members with free capacity

  • Percentage values provide a quick overview of team utilization

• Distinction Between Billable and Non-Billable Projects

  • Option to exclude non-billable projects from capacity calculations to identify potential availabilty

  • Enhanced tooltips with detailed information about billable and non projects

We are excited to announce the launch of the HubSpot integration, enabling you to link CoffeeCup projects with HubSpot deals and display essential project metrics directly in HubSpot and vice versa.

What's new?

• Simple Connection: Administrators can connect HubSpot with CoffeeCup by navigating to Settings > Extensions, selecting the HubSpot tile, and clicking “Connect.”

• Seamless Integration: Once connected, users can add CoffeeCup projects to their HubSpot deals and display the “CoffeeCup Project Analytics” card in their preferred deal views.

• Deal KPIs in CoffeeCup: Users can associate specific HubSpot deals with CoffeeCup projects to display relevant deal KPIs directly within project analytics.

This integration provides a centralized view of project progress and metrics, enhancing efficiency and transparency in your sales and project management processes.

For more details and step-by-step instructions, please visit our Help Center.

We are thrilled to announce the release of a significant update for our accounting features, bringing enhancements across the board. This update introduces advanced automation improvements, streamlined invoice planning, new percentage-based expense types (including recurring expenses), and much more. Stay tuned for even greater efficiency and flexibility in managing your financial workflows!

What's new?

• Dynamic Placeholders: Populate Easybill placeholders with content from up to two custom project fields. Mapping can be configured under Settings → Integrations → Easybill → Mapping.

• Percentage-Based Expenses

  • Calculate add-ons as a percentage of the invoice amount.

  • Modify percentage values directly within the project afterward.

• Negative Values: Support for negative amounts on invoices.

• Mapping to Items/Services: Assign fixed invoice items and add-ons to specific items or services in easybill via IDs.

• Payment Status

  • Display the payment status or receipt directly in the project’s invoice table.

  • Option to manually update the payment status of an invoice.

• Invoice Details:

  • Display the invoice description in the project’s invoice table

  • Create and transfer descriptions, add-ons, billing periods, and billing types (fixed price or based on effort).

• Flexible Date Adjustments: Adjust the billing date for planned invoices.

• Export Functionality: Export invoice data for projects, subprojects, or superprojects.

• Change Log for Planned Invoices:

  • Record all changes made during invoice preparation in a comprehensive change log.

  • Add a new comment field to provide justification for changes.

  • Make change log data available both in the interface and via API.

• Invoice Link: Provide a direct invoice link that can be accessed outside of easybill.

Stay productive and manage your time effortlessly, anytime, anywhere!

What's new?

• Streamlined Time Tracking: Easily track work hours, project-specific time, and breaks directly from your mobile device.

• Simplified Submissions: Submit completed workdays seamlessly with just a few taps.

• Touch-Optimized Interface: Enjoy an intuitive and responsive user interface designed specifically for mobile devices.

We have added several new KPIs available in the project board. Along with that we also improved the overall usability of the board and especially the table by adding concise tooltips and UI improvements.

What's new?

Added & Updated KPIs

• the remaining unplanned budget (amount, hours and percent)

• planned (amount and hours)

• future planned (amount and hours)

• tracked (amount and hours)

• used budget (amount, hours and percent)

Other Improvements

• Better dropdown in Project Board

• Tooltips for project names in Project Board

• Improved Project Board and Team Board panes

• Project Board search improvements

We’re excited to announce the launch of the Premium Jira Connection, designed to supercharge your project management experience by seamlessly integrating CoffeeCup with Jira. Here’s what it brings to the table:

What's new?

• Two-Way Sync: Ensure your data stays consistent by synchronizing tasks and work logs between CoffeeCup and Jira in real time.

• Project Connections: Connect CoffeeCup projects to any Jira issue type like epics, stories and bugs.

• Synced Time Tracking: Track project time directly from Jira or CoffeeCup.

• Better Insights: See how much effort is tracked on each ticket individually.

This feature is designed for teams that rely on Jira for day-to-day operations but need CoffeeCup’s project controlling and capacity planning for strategic insights.