We’ve shipped a couple of meaningful updates to make workflows smoother and data way more relevant 👇

Account Manager Enhancements

If you’re an Account Manager, things just got a lot more tailored for you:

• Most reports now include an Account Manager filter
• You’ll automatically see data relevant to your projects
• Full access to handle CRUD operations for Project Jobs & Billables

👉 In short: more control, more visibility, less friction.

Minor but Mighty Improvements

• Added “Active Work” filters in:

Quickly zero in on what’s actually in motion, no extra clicks, no distractions.

Cleaner data access + sharper filters = smoother day-to-day ⚡

We’ve introduced a small but powerful addition to keep your reports clean and relevant allocable.

What’s New?

A simple key: Allocable

• Enabled → Your efforts will be included in all timesheet-related reports
• Disabled → Your data stays out of reports

Why This Matters

Not everyone in the system needs to show up in effort tracking.

Think:

• Interns who aren’t actively working on projects
• Founders/partners who aren’t logging execution hours

Instead of cluttering reports with data that doesn’t add value, we’ve made it intentional.

The Impact

• Cleaner reports
• More accurate insights
• Better focus on actual contributors

Less noise, more signal. Exactly how reporting should feel.

What’s New?

Hours are now segregated based on job types, so instead of a single allocated hours view, you’ll see dedicated cards for each type of effort.

No more guessing where time is going—everything is structured, clean, and super easy to scan.

How It Works

Depending on the job types involved in your project, you’ll now see cards like:

• Expected → Allocated / Hourly Logged / Dedicated (hours from the duration of job ) / Bucketed / Recurring Logged
• Invested → Logged, Approved
• Converted → Spent, Consumed

Each card reflects a specific dimension of effort, helping you instantly understand how work is planned vs executed vs realized.

Why This Matters

• Better clarity on where hours are coming from
• Easier tracking across different job types
• Faster decision-making with structured insights

This update adapts dynamically—only the relevant cards will appear based on the job types in your project. Clean, contextual, and built to keep you in control ⚡

We’ve improved visibility and tracking of Account Managers (AM) across the system for better clarity and management.

✨ What’s new?

AM is now assigned during project creation.

The AM card is displayed on the Project Dashboard for quick reference.

An AM column is added to the Project Listing, along with filtering support for easier navigation.

AM details are also visible in the Billable Listing.

This enhancement ensures better ownership tracking, improved filtering, and a more streamlined project and billing experience.

Sometimes work gets done before the project, job, or milestone is fully assigned — and that used to make logging time tricky. Not anymore.

With Draft Timesheets, you can now log your work instantly without waiting for job assignments.

✨ What’s new?

• Log time without a project/job/milestoneJust pick the date, add hours, and write a short description of the work you did.

• Available for the last 7 daysYou can quickly capture work you’ve already done without worrying about missing logs.

• Move it laterOnce the project, job, or milestone becomes available and is in In Progress status, you can easily move your draft entry to the correct place.

💡 Why this matters

• No more waiting for assignments.
• No more missed hours.
• Just capture your work when it happens, and organize it later.
• No need to unlock the timesheet when moving the draft to timesheet

Start using Draft Timesheets today and keep your work logged, even when projects are still catching up. ⚡

We’ve rolled out improvements to make the Performance Review process smoother and more transparent for everyone.

What’s new?

1. Employees can now nominate one reviewer directly in the system (earlier this was handled via Excel).
2. Review assignments are now managed fully within the system, removing manual back-and-forth.
3. HR can auto-assign reviewers based on working hours using a single button (earlier this data was shared manually).
4. Clear visibility of who is reviewing whom: Reviewer Coverage → All Reviewee list and Reviewee Coverage → Assigned reviewer list
5. Each review now clearly shows how it was assigned: Employee-nominated or System-assigned

These changes improve clarity, reduce manual work, and ensure a more structured and fair review process for everyone. ✅

To reduce confusion and improve clarity, we’ve updated the Projects & Jobs listing.

Previously, users with reporting team members could see all projects and jobs, including those worked on by their team, which made tracking difficult.

What’s new?

We’ve separated the view into two tabs:

1. Me - Shows only projects/jobs where you are assigned (PC, JC, SC, MC or as a Job employee).
2. My Team - Shows projects/jobs assigned to your reporting team members.

This change ensures better visibility, ownership clarity and a cleaner experience for everyone.✅

Sales coordinators can now add comments directly on billables and tag team members for better collaboration and quicker follow-ups.

This makes it easier to add context, flag concerns, and keep conversations connected to the billable record itself.

👉 Head to Billables -> activity to start using comments.

Smarter collaboration, right where the work happens 🚀

We’ve updated the pre-sales logging workflow for new pre-sales leads:

• Milestones are removed for new pre-sales leads
• One new job per pre-sales lead will now be created under the Sales Enablement Workflow
• Jobs will be created from Sahara by Sales
• The Job Coordinator (JC) assigned in Sahara will automatically be the JC in Everest
• JC is responsible for adding team members to the job who are working on the estimation, reviewing, and approving all logged hours by them.

⏳ Existing / older pre-sales activities will continue as-is, no changes required.

⚠️ If you are working on a new pre-sales lead and don’t see a job yet, please ask your Sales person to create it from Sahara before logging any hours.

For questions, feel free to reach out to Kajal directly.

We’ve enhanced Case Study master data management to reduce backend dependency and improve operational speed.

What’s Changed

Previously, Tech Stack and Tools used in Case Studies were managed via the backend Directus panel only. This has now been moved to the front-end UI.

What Admins Can Do Now

• Add new Tech Stacks and Tools
• Edit existing entries
• Manage master data directly from the UI → Master Data → Tech Stack / Tools

Scope

• Applies to Case Study master data
• Only accessible to authorized admin users

If you notice any missing entries or inconsistencies, please inform the Everest team to add/edit them.