This article aims to compare our old project module (which we're gradually deprecating) with our brand new, frictionless projects module. Here you'll find an overview of all features and if they are already present in our new module or not.
As a user of the old project module, this overview can help you decide if you want to start migrating to the new module already, which you'll find more information about in this article.
Do you prefer to watch our instructive webinar? You can do so here. Find the slides of the presentation as an attachment to this article as well.
The ❌symbol means a certain feature isn't available (yet) in the new projects module. In the upcoming months, more and more features will be developed and added to the new module.
Projects overview
Old | New | |
| Search bar | ✔️ | ✔️ |
| Filter on user | ✔️(segment) | ✔️(search) |
| Filter on customer | ✔️(segment) | ️ ✔️(search) |
| Filter on billable projects | ✔️ | ✔️ |
| Filter on project status | ✔️ | ✔️ |
| Filter on overdue projects | ✔️ | ✔️ |
| Filter on over budget projects | ✔️ | ✔️ |
| Filter on date range | ✔️ | ❌ |
| Segments | ✔️ | ❌ |
| Projects export | ✔️ | ❌ |
| Projects import | ✔️ | ❌ |
| Colour indication | ❌ | ✔️ |
Projects timeline
Old | New | |
| Projects show up on timeline | ✔️ | ✔️ |
| Groups show up on timeline | ✔️ | ✔️ |
| Search bar | ✔️ | ✔️ |
| Status filter | ✔️ | ️✔️ |
| Assignee filter | ✔️ | ❌ |
| Health filter | ✔️ | ❌ |
| Colourisation | ✔️(health) | ✔️(custom) |
| Hide projects on timeline | ✔️ | ❌ |
| View project/group details | ✔️ | ✔️ |
| Edit project/group details | ❌ | ✔️ |
| Interact with timeline to edit dates | ❌ | ✔️ |
| Move to project that is out of view | ❌ | ✔️ |
Project info
Old | New | |
| Details | ✔️ | ✔️ |
| Description | ✔️ | ✔️ |
| Custom user rates | ✔️ | ️✔️ |
| Forecast | ✔️ | ❌ |
| Progress charts (Gantt, burndown, timeline) | ✔️ | ❌ |
| Multi-currency | ✔️ | ❌ |
| Link invoices | ✔️ | ✔️ |
| Link deals | ✔️ | ✔️ |
| Link multiple deals | ❌ | ✔️ |
| Link tickets | ✔️ | ❌ |
| Link calls | ✔️ | ❌ |
| Project custom fields | ✔️ | ✔️ |
| Auto-incrementing custom fields | ✔️ | ❌ |
| Required custom fields | ✔️ | ❌ |
| Parties on projects custom field | ✔️ | ❌ |
| Decision maker / Primary customer | ✔️ | ✔️ |
| Files | ✔️ | ✔️ |
| Activity feed | ✔️ | ✔️ |
| Project templates | ✔️ | ❌ |
| Download project report PDF | ✔️ | ❌ |
| Budget spent widget | ✔️ | ✔️ |
| Margin widget | ✔️ | ✔️ |
| Time tracked widget | ✔️ | ✔️ |
| Costs widget (when non-billable) | ❌ | ✔️ |
| Billing method | ❌ | ✔️ |
| Duplicate project | ❌ | ✔️ |
| Project kanban view | ❌ | ✔️ |
| Project colour | ❌ | ✔️ |
| Customisable header | ❌ | ✔️ |
Work breakdown
Old | New | |
| Individual task lines | ✔️ | ✔️ |
| Individual material / external cost lines | ❌ | ✔️ |
| Meetings | ✔️ | ✔️ |
| Meeting placeholders | ❌ | ️✔️ |
| Work orders | ✔️ | ✔️ |
| Phases / groups lines | ✔️ | ✔️ |
| Phase / group custom fields | ✔️ | ❌ |
| Type filter | ✔️ | ✔️ |
| Drag and drop to group | ✔️ | ✔️ |
| Drag and drop anything | ❌ | ✔️ |
| Inline edit | ❌ | ✔️ |
| Customisable columns | ❌ | ✔️ |
| Column sorting | ❌ | ✔️ |
| Assignee filter | ❌ | ✔️ |
| Bulk select | ❌ | ✔️ |
| Duplicate lines | ❌ | ✔️ |
| Duplicate groups | ❌ | ✔️ |
| Duplicate meetings | ❌ | ✔️ |
| Duplicate bulk selection | ❌ | ✔️ |
| Optional phases / groups | ❌ | ✔️ |
| Custom ordering | ❌ | ✔️ |
Tasks
Old | New | |
| Tasks show up on the dashboard | ✔️ | ✔️ |
| Link a project when adding a task outside of projects | ✔️ | ✔️ |
| End date | ✔️ | ️✔️ |
| Start date | ❌ | ✔️ |
| Multiple assignees on project tasks | ❌ | ✔️ |
| Status | ❌ | ✔️ |
| Billing method | ❌ | ✔️ |
Materials
Old | New | |
| Link products to material / external cost | ✔️ | ✔️ |
| Link orders to projects | ✔️ | ❌ |
| See stock | ❌ | ✔️ |
Billing methods
Old | New | |
| Phase/group: time and materials | ❌ | ️✔️ |
| Phase/group: fixed price | ✔️ | ✔️ |
| Phase/group: non-billable | ✔️ | ✔️ |
| Phase/group: project fixed price | ✔️ | ✔️ |
| Task: user rate | ✔️ | ✔️ |
| Task: work type rate | ✔️ | ✔️ |
| Task: custom rate | ✔️ | ✔️ |
| Task: Fixed price | ❌ | ✔️ |
| Task: parent fixed price | ❌ | ✔️ |
| Individual task billing methods | ❌ | ✔️ |
| Project: time and materials | ❌ | ✔️ |
| Project: fixed price | ❌ | ✔️ |
| Project: non-billable | ❌ | ✔️ |
Time tracking
Old | New | |
| Track time on phase/group | ✔️ | ❌ |
| Track time on a project task | ✔️ | ✔️ |
| View timesheet of a project | ✔️ | ️✔️ |
| Do an export of all time trackings per project | ✔️ | ✔️ |
| Extra cost on time tracking linked to project | ✔️ | ❌ |
| Add a task to a project when adding a time tracking | ❌ | ✔️ |
| Start timer from project task | ❌ | ✔️ |
Link to quotations
Old | New | |
| Convert phase/group of quotation to project | ✔️ | ✔️ |
| Convert quotation to new project | ✔️ | ✔️ |
| Convert quotation to existing project | ❌ | ✔️ |
| Convert individual quotation lines to project | ❌ | ✔️ |
Link to invoices
Old | New | |
| Project time trackings show up under invoice unbilled time | ✔️ | ❌ (use bulk invoice option instead) |
| Compensate for advance invoice | ✔️ | ❌ |
| Partially paid status | ✔️ | ❌ |
| Project custom fields are included in the invoice remarks after conversion | ✔️ | ❌ |
| Convert phase/group of project to invoice | ✔️ | ✔️ |
| Convert project to new invoice | ✔️ | ✔️ |
| Convert individual project lines to invoice | ❌ | ✔️ |
| Invoice up until certain date | ❌ | ✔️ |
| Bulk invoice projects | ❌ | ✔️ |
General
Old | New | |
| Public API endpoints | ✔️ | ✔️ |
| Project webhooks | ✔️ | ✔️ |
| People planning | ✔️ | ✔️ |
| Project planning | ✔️ | ❌ |
| Dropbox files sync | ✔️ | ❌ |
| CloudProject | ✔️ | ❌ |
| Projects appear in global search | ✔️ | ❌ |
| Add PO number | ✔️ | ❌ |
Settings
Old | New | |
| Permissions: Access to projects module | ✔️ | ✔️ |
| Permissions: Access based on assignment | ✔️ | ✔️ |
| Permissions: Admin access to all projects | ✔️ | ✔️ |
| Permissions: Access to projects financials | ✔️ | ️✔️ |
| Permissions: Show costs on projects | ✔️ | ✔️ |
| Default billing method | ✔️ | ✔️ |