Changelog
Follow up on the latest improvements and updates.
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Add notes to accounts and top sheet. Give clear instructions and context right where it matters.
How to Use:
- Hover over any account title and click "Add Notes"
- Write your note - it shows under the title or in the notes column
- Toggle notes visibility or click "Full Notes" to see everything
- Notes from top sheet can sync to PDF exports
Full article here - https://support.saturation.io/en/articles/10098198-project-notes
Export all project attachments as a zip file, organized by your budget's account structure. Perfect for wrapping projects or sharing organized files with stakeholders.
How to Use:
- Go to Actuals tab
- Find Attachments header
- Click "Export Attachments" to download zip
We've added the ability to share projects as templates through share views. This feature allows others to use your shared projects as templates in their own workspaces, making it easier to onboard new team members, collaborate with freelancers, or share with your community.
How to Use:
- Go to the Share View settings for your project
- Enable the "Allow use as template" option
- Share the view link with others who can now create a copy in their workspace
We've released a comprehensive tutorial video on YouTube, showcasing Saturation's budgeting key features and workflows. From top sheet navigation to advanced collaboration tools, this 25-minute guide covers everything you need to maximize your budgeting efficiency. Check it out on our youtube channel to discover tips and tricks you might have missed! We will be adding more videos so please subscribe to our channel.
We're excited to introduce Project Spaces aka folders, a new way to organize and group your projects for better management and clarity.
What's New:
Create Project Spaces: Easily create new project spaces to group related projects together.
Flexible Organization: Drag and drop existing projects into spaces or create new projects directly within a space.
Quick Access: Click on a project space to view all projects within that group.
How to Use:
- Click the down arrow next to "New Project"
- Select "Add Project Space"
- Name your new space in the pop-up
- Create new projects within the space or drag and drop existing projects into it, you can also right click or click on the 3 dots to move projects into spaces.
Benefits:
- Improved project organization
- Enhanced workflow management
- Better visibility of related projects
- Streamlined navigation for large project portfolios
We hope this new feature helps you keep your projects organized and your workflow smooth. As always, we welcome your feedback to help us continue improving your experience.
We've enhanced the fringes column to give you more flexibility in how you view and report on fringe costs. Now you can easily switch between displaying fringe names and their corresponding values directly in your budget and exports.
How to Use:
- Go to the fringes column header
- Click on the display mode option
- Select "Amount" to show fringe values instead of names
This update allows you to see the actual fringe costs in your budget view and include these values in your reports, providing a clearer picture of your total expenses without any extra calculations.
Automate your accounts payable payment process with our new Payment Links feature. Send a single link to your crew and contractors, allowing them to securely upload payment info, invoices, and W-9s. This feature helps gather all necessary payment details in one place, speeding up your payment workflow.
How to Use:
- Go to "Move Money" and click on "Payment Links"
- Generate a link for your project (option to collect W-9 info)
- Share the link with your payees and track payment requests
Introducing Phase Rollup, a powerful new way to analyze your budget across different phases! This feature allows you to add or subtract phases, creating custom columns for insights like working variance, estimated to complete, and EFC (Estimate at Completion).
How to Use:
- Go to any phase column header settings
- Click on "Add phase rollup"
- Choose the phases you want to include and how to combine them (add or subtract)
- Name your new rollup phase for easy reference
Key Benefits:
- Create custom columns for advanced budget analysis
- Easily compare different phases of your project
- Total up multiple videos or episodes in a series
- Generate Estimated to Complete and EFC columns
Whether you're managing multiple project phases, comparing estimates to actuals, or totaling up a series of productions, Phase Rollup gives you the flexibility to view your budget data exactly how you need it.
Read full article on how to use phases
Customize your budget view by rearranging phases! You can now easily reorder phases to match your workflow or preference, giving you more control over how you visualize your budget.
How to Use:
- Open the phases section in your budget
- Look for the drag button on the left side of each phase option
- Click and drag a phase to your desired position in the order
- Release to set the new order
Your phases will now appear in this new order throughout your budget, making it easier to focus on the most relevant information for your current needs.
Handle transactions across multiple projects more efficiently! You can now tag project categories directly from the workspace level, even though different projects may have varying account structures.
How to Use:
- Open a transaction at the workspace level
- Select a project from the dropdown menu
- A new field for category will appear, allowing you to tag the appropriate project category
This update makes it easier to manage transactions across projects with different account structures, all from your workspace view.
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