Announcements

  1. Timesheet Review Just Got More Helpful

    Improvement

    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.

  2. Tags Are Getting an Upgrade in Everest

    Improvement
    Announcement

    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. 🏷️

  3. Introducing Job Dashboards in Everest

    Announcement

    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.

  4. Allocation Is Now Required for More Job Types

    Announcement

    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.

  5. Employee Responsibilities Are Now Centralized

    Announcement
    New Feature

    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.

  6. Timesheet -> My Team

    Announcement
    Improvement

    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

  7. Opening Module

    New Feature
    Announcement

    🚀 New Module: Opening Management

    The new Opening Module provides a centralized workflow for creating, managing, and tracking openings throughout the dedicated interview process. Employees can now view all of their scheduled interviews in one place through the Opening Module.

    Opening Management

    • Create new job openings with all required details.
    • Edit existing openings.
    • View detailed information for each opening.
    • Browse all openings from a dedicated list.
    • Filter openings using multiple criteria for quick access.

    Applicant Management

    Each opening now includes a dedicated Applicants section.

    Features include:

    • View all applicants associated with an opening.
    • Create and manage applicant records.
    • Edit applicant details.
    • Access a detailed applicant profile.
    • Filter applicants to quickly find relevant candidates.

    Interview Management

    Track interviews directly within the workflow.

    Features include:

    • View all interviews for an opening.
    • Schedule new interviews.
    • Edit interview details.
    • View interview information on a dedicated detail page.
    • Filter interviews by relevant criteria.
    • Access interview history from the applicant details page.

    Improved Opening Workflow

    The module connects the complete dedicated interview process in a single place:

    Opening → Applicants → Interviews

    This streamlined workflow makes it easier to manage dedicated interview activities, monitor candidate progress, and maintain complete visibility throughout the opening lifecycle.

    Key Highlights

    • Complete Opening Management
    • Applicant Tracking
    • Interview Scheduling & Management
    • Advanced List Filtering
    • Dedicated Detail Pages
    • Unified Recruitment Workflow
  8. Updates for Timesheet Reviewers

    New Feature
    Announcement

    We've introduced a few quality-of-life improvements to the Timesheet Review experience, helping reviewers verify and approve entries faster with fewer clicks.

    What's New?

    - Logged Hours are now pre-filled as Approved Hours

    When reviewing a timesheet, the Approved Hours field is now automatically populated with the Logged Hours.

    If the logged time is correct, you can simply review and approve. If changes are needed, you can still edit the approved hours before submitting.

    - Review Directly from the Table View

    You can now start a review directly from the Timesheet Review table.

    A new Review action has been added to the last column. Clicking it opens the same review dialog you're familiar with, allowing you to:

    • Verify the timesheet details
    • Adjust approved hours if required
    • Submit your review without leaving the table

    - Description Now Available in the Table

    We've also added the Description column to the review table, making it easier to understand the work at a glance.

    For longer descriptions, simply hover over the cell to view the complete text in a tooltip—no need to open the timesheet just to read the details.

    image

    Why This Matters

    These enhancements help you:

    • Review timesheets more efficiently
    • Reduce repetitive data entry
    • Verify work without unnecessary navigation
    • Access important context directly from the table
    • Complete approvals with fewer clicks

    A faster review workflow means less time managing timesheets and more time focusing on your team's work.

  9. Some Fundamental Changes to Hourly Jobs

    Improvement
    Announcement

    We're introducing a few important updates specifically for Hourly job types to improve how we track billable effort across every delivery.

    What's Changing?

    - Milestones are now mandatory for logging hours

    For Hourly jobs, time can now be logged only against a Milestone.

    Since each milestone represents a delivery, this ensures that all logged effort is associated with a specific deliverable, giving us better visibility into where billable work is being performed.

    - New: Billable Hours on Milestones

    We've introduced a new Billable Hours field at the Milestone level.

    This helps us:

    • Track the billable effort associated with each delivery
    • Understand billable consumption milestone by milestone
    • Capture more accurate operational and financial data
    • Build stronger billing and reporting insights for hourly engagements

    Refined Meaning of Milestone Statuses

    We've also aligned the existing milestone statuses to better represent the billing lifecycle of an Hourly delivery:

    • In Progress → Active work is being performed on the delivery.
    • Completed → The delivery is finished, billable hours have been added, and it's ready to be billed.
    • Closed → The delivery has been billed and is fully completed from a financial perspective.

    This gives every milestone a clear journey—from execution to billing.

    Why This Change?

    For Hourly engagements, it's not enough to know how many hours were logged. We also need visibility into:

    • Which delivery those hours belong to
    • How much effort is billable for each delivery
    • Which deliveries are ready for billing
    • Which deliveries have already been billed

    These changes create a stronger foundation for delivery tracking, billing, and future financial insights in Everest.

    More Improvements Are Coming

    This is the first of several enhancements we're bringing to Hourly jobs. More improvements in this area are already underway to make hourly engagements even more structured, transparent, and data-driven.

    Stay tuned there's more on the way!

  10. Timesheet Logging Just Got Faster

    Improvement
    Announcement

    We've upgraded the timesheet experience in Everest to make logging work more flexible and significantly less repetitive.

    What's New?

    Previously, you could create only one timesheet entry at a time for a selected Project, Job, and Milestone.

    Now, you can add multiple timesheet entries in a single session.

    Log Different Activities Separately

    Working on multiple tasks throughout the day?

    You can now create multiple entries with their own:

    • Tags
    • Hours
    • Descriptions

    All under the same Project, Job, and Milestone.

    Example

    Instead of creating separate timesheets for:

    • Meeting → 1 hour
    • Frontend → 4 hours

    You can now add all of them together in one go, each with its own tags, hours, and description.

    Why This Matters

    This update helps you:

    • Log time faster
    • Reduce repetitive form filling
    • Categorize work more accurately
    • Improve reporting through tags and detailed descriptions
    • Capture your day's work with fewer clicks

    Whether you're switching between meetings, development, reviews, support, or testing, your timesheet can now reflect the reality of how work gets done throughout the day.

    Happy logging!