Until now, tasks in Everest were generated automatically based on different actions and workflows. Now, you can create tasks manually too.

Have something that needs to be done by a fellow employee? Simply create a task, assign it to the right person, and keep everything organized in one place. No more relying on scattered messages or trying to remember who needs to do what.

And yes, Harsh bhai ne gotva nu nai koi kaam hoy to, ahiya j task banai ne assign kari do. 😂

One place to create, assign, and track work so nothing gets missed.

We've added a new Project Dashboard experience in Everest, bringing key financial and delivery metrics together in one place.

What's New?

Financials at a Glance

You can now get a consolidated view of your project's financial performance, including:

• Budget vs Achieved Margin
• Billable Revenue
• Billed Revenue
• Net Cost
• Achieved Revenue
• Inventory
• Prepaid / Advance
• Backlog

This makes it easier to understand the financial picture of a project without having to look across multiple screens.

Delivery Visibility

The dashboard also includes Approved vs Logged Hours, helping you compare the hours recorded with the hours approved for the project.

Why This Matters

The Project Dashboard gives teams a more complete view of how a project is progressing—both financially and operationally.

Whether you're checking revenue, costs, billing, or delivery effort, the key numbers are now available in one place.

Less switching. More visibility. Better project oversight.

We’ve added Contract Dashboards to give you a quick, consolidated view of how a contract is performing from financial performance and revenue to delivery and billable status.

The dashboard adapts based on the contract type, so you see the metrics that matter for that particular engagement.

What’s Included?

1. Performance

Get a quick view of:

• Budget vs Achieved Margin
• Accrued Net Margin where applicable

This makes it easier to understand how the contract is performing against its expected margin.

2. Revenue

Track the financial picture of the contract, including:

• Billable
• Billed
• Remaining Budget
• Inventory
• Prepaid
• Backlog

For hourly and fixed engagements, billable and billed figures also show the associated hours.

3. Active Billable Status

For applicable contract types, you can also see:

• Billables Amount
• Billables Net Cost

Giving you visibility into active billables before they move further through the billing cycle.

4. Delivery

Keep an eye on delivery through:

• Spent vs Consumed hours
• Approved vs Logged hours

This helps connect the work being delivered with the hours recorded against it.

Built Around Contract Type

Not every contract works the same way, so the dashboard isn't one-size-fits-all.

For example, Bucket contracts also show Bucket Value and Bucket Size, while Recurring contracts include Billable and Billed Period information.

Why This Matters

Previously, understanding a contract's overall health meant looking across different areas.

Now, the Contract Dashboard brings the important numbers together in one place, making it easier to answer:

How is this contract performing, financially and operationally?

One dashboard. A clearer picture of the contract.

We’ve made an important update to Bucket jobs to give us better visibility into each delivery and the hours used to deliver it.

What's Changing?

Milestones are now mandatory for Bucket jobs.

Since Bucket engagements are prepaid, the client pays for the bucket upfront. What we need to track is how that prepaid balance is being used across actual deliveries.

How It Works

1. Create a Milestone for each deliverable.
2. Log your work against the relevant milestone.
3. Once the deliverable is complete, close the milestone.
4. While closing it, add the Billable Hours for that delivery.
5. Done! ✅

Why This Matters

This gives us a clear connection between the hours redeemed from the bucket and the actual deliveries made.

We can now better understand:

• What has been delivered
• How many hours were spent on each delivery
• How many hours were billed/redeemed for each milestone
• How the prepaid bucket is being consumed

This also gives us the right data foundation for better billing and delivery insights going forward.

One bucket. Clear deliveries. Every hour accounted for. 🚀

We’ve added a new Reason field to Timesheet Review to make feedback on logged hours clearer and more useful.

What's New?

After reviewing an employee’s hours, reviewers can now add a reason along with their decision.

This is especially important when hours are not approved.

Instead of simply seeing that some hours were rejected or adjusted, employees can now understand why the change was made and what they can improve.

Better Feedback, Better Understanding

For example:

2 hours not approved — Work was logged against the wrong milestone. Please update the entry with the correct milestone.

Or:

1 hour not approved — The activity doesn't qualify as billable work. Please log this under the appropriate Free job.

This gives employees a clear explanation of what went wrong instead of leaving them guessing.

Why This Matters

Timesheet review isn't just about approving hours — it's also an opportunity to help employees improve their day-to-day logging.

Going forward, reviewers should add a clear reason whenever hours are unapproved or adjusted, so employees have the context they need to correct their entries and avoid the same issue in the future.

Review the hours. Explain the why. Help the team get better.

We’re expanding tags beyond Timesheets to make it easier to classify, filter, and analyze work across Everest.

What's New?

Timesheet Tags

Timesheet tagging continues as before, helping you categorize the work recorded in your timesheets.

Project Tags

Projects now have their own set of tags.

Previously, projects used Internal and Privacy flags. These have now been replaced with Project Tags, giving us more flexibility to categorize projects based on different needs.

You can now:

• Assign tags to projects
• See assigned tags directly on the Project Dashboard
• Filter the Projects listing by tags

Tags in Reports

Project Tags are also available as filters in the Employee and Utilization reports under the Departments report module.

This makes it easier to analyze employee effort and utilization based on the projects they're working on.

What's Next?

We’re gradually bringing tagging to more modules, with each module having tags relevant to its own use case.

This gives us a more flexible way to organize work, filter information, and build better insights across Everest.

More context. Better filtering. Smarter reporting. 🏷️

Your jobs now come with a dedicated dashboard, giving you a clear view of delivery, effort, productivity, and financial progress—all in one place.

Whether you're managing a Fixed, Hourly, Dedicated, Bucket, or Recurring job, the dashboard adapts to show the metrics that matter for that engagement type.

What's New?

Every Job Dashboard brings together the key insights you need to stay on top of your work, including:

• Progress and delivery status
• Approved, logged, consumed, and spent hours
• Team productivity
• Billable and billed progress
• Important milestones, renewals, or billing events
• Financial and operational health based on the job type

Tailored for Every Job Type

Each job type has its own way of measuring success, so the dashboard automatically surfaces the most relevant metrics.

For example:

• Fixed jobs focus on milestone progress, allocated effort, and billing thresholds.
• Hourly jobs highlight billable hours, billed hours, and delivery-wise billing progress.
• Dedicated jobs provide visibility into contract timelines, monthly capacity, and billing cycles.
• Bucket jobs track redeemed hours, remaining balance, and bucket health.
• Recurring jobs focus on billing frequency, renewal dates, and active interval progress.

Built for Every Role

The dashboard also respects your role.

For example, a Job Coordinator (JC) sees delivery-focused information such as milestones, timelines, and effort tracking, while financial metrics remain available only where they're relevant.

Why This Matters

Instead of navigating through multiple screens to understand how a job is performing, everything is now available in one place.

The new Job Dashboard helps you:

• Monitor delivery progress
• Track team productivity
• Understand billing status
• Keep an eye on operational health
• Make faster, data-driven decisions

This is another major step toward making Everest a complete operational workspace, where every job tells its own story through meaningful insights.

We've expanded allocation management in Everest to bring greater consistency across different job types.

Previously, allocations were mandatory only for Fixed jobs. Now, the same approach has been extended to:

• Hourly
• Dedicated
• Recurring

What's Changed?

For these job types, you'll now need to create department allocations before assigning team members.

Once allocations are in place, only employees from the allocated departments will be available to add to the job.

Why This Matters

This change helps ensure that the right teams are assigned from the very beginning by:

• Maintaining department-wise ownership
• Preventing accidental assignments from unrelated departments
• Improving resource allocation and reporting
• Creating a consistent workflow across all supported job types

A Consistent Experience

This behavior now matches what you've already experienced with Fixed jobs, making allocations a standard part of the job setup process across Everest.

As we continue enhancing resource planning and project management, this lays a stronger foundation for accurate staffing, reporting, and operational visibility.

Managing responsibilities across projects just got a whole lot easier.

We've introduced a new Responsibilities section in the Employee Profile, giving you a single place to view everything an employee is responsible for across Everest.

What's New?

The Responsibilities page now lists all assignments where an employee is currently involved, including roles such as:

• Project Coordinator (PC)
• Job Coordinator (JC)
• Sales Coordinator (SC)
• Account Manager (AM)
• Timesheet Reviewer
• Pending Timesheet Reviews
• ...and many more as new responsibilities are introduced.

Whether you're viewing your own profile or another employee's profile, you'll get a complete picture of their responsibilities across the system.

See Every Assignment in Detail

Each responsibility section lets you drill down into the actual line items where the employee has been assigned.

No more searching through multiple modules to find where someone is involved—everything is available in one place.

Why We Built This

One of the biggest challenges during employee transitions is identifying everything they own before they leave or change roles.

With the new Responsibilities section, you can:

• Quickly identify all assignments for an employee
• Simplify knowledge transfer during employee exits
• Reduce the risk of missed responsibilities
• Reassign work with confidence
• Improve overall operational visibility

A Better Way to Manage Ownership

As Everest continues to grow, this Responsibilities view will become the central place for understanding ownership across the platform, making employee transitions and day-to-day management significantly easier.

One employee. One profile. Every responsibility in one place.

The new My Team module provides Department Heads and Department coordinators with a centralized view of their team members and their work activity.

My-Team Timesheets

Department Heads and Department coordinators can:

• View timesheets submitted by their team members.
• Filter timesheets by employee and date range.
• View logged work for a selected period.
• Open detailed log entries directly from the timesheet list.

My-Team Acknowledgements

Department Heads and Department coordinators can:

• View acknowledgement records for their team members.
• Filter acknowledgements by employee and date range.
• Filter for Acknowledgements and Not Acknowledgements.
• Track acknowledgement history from a single screen.

Centralized Team Management

The My Team module brings key team information together in one place, making it easier for Department Heads and Department coordinators to monitor timesheet activity, review acknowledgements, and stay informed about their team's day-to-day progress.

Old My-Team List

My-Team employee wise total hours report has been moved to a new location for better organization.

Reports → Timesheet → Employees → Utilization