Moving from version 1 -> version 2

Modified on Mon, 1 Jul at 10:52 AM

This article explains the most important changes from version 1 to version 2. For a full list of changes please refer to the Release Notes below.


Release 2.0

Release 2.1

Release 2.2


Accessing Magnetic Version 2

To access Magnetic Version 2, all you have to do is to click the link below and log on with your normal username and password. All your data is automatically 'transferred' and available for you. As there is certain functionality, such as our new Rate Card feature, only available in version 2, we strongly recommend that all of your users switches over at the same time. Feel free to use the materials in this article to build your own training materials. 


Login URL to Version 2

https://app.magnetichq.com/v2/


We suggest you bookmark the URL. 


Login

The login screen has been updated with a new look. In addition, the background images changes each time the login screen loads. 

Version 1Version 2


Refreshed User Interface

Version 2 comes with a refreshed and more clean and modern user interface. 


Version 1Version 2


Navigation Menu

As seen below, the Navigation Menu now includes more items and some items has been renamed. 


My Hub: My Hub is a replacement of the My Actions page and will include overviews of My Notifications, My Tasks, My Opportunities and My Jobs. See this as your central place for everything related to you as a user.


Timesheet: The Timesheet has been moved to the Navigation Menu so it is more accessible. 


Accounts: Accounts has been renamed to Finance.


Reporting: Reporting has been renamed to Analytics.


Version 1Version 2


Clients

To access companies, contacts etc. in version 1 you would have needed to click on the large icons. In version 2 these 'icons' are now moved to become menu items, and when you click on Clients, Magnetic automatically now opens the list of clients. 

Version 1Version 2


Change View

In version 2 we've introduced the Change View option as an alternative to the many views previously located in the top menu. Magnetic remembers your last view, so as an example if you prefer the Lanes View you will only have to select it once. You can also save the view as a Saved Search.

Version 1Version 2


Timesheet

As mentioned previously, the Timesheet is now a part of the Navigation Menu so you can quickly access it. 

Furthermore, the version 2 timesheet now has a more clean and modern look as well as easier navigation.

Version 1Version 2


Jump to week

In the top you can easily jump to another week by clicking on a date within that week. 


Leave and Expense

We've added the option to add Leave and log an Expense directly from the timesheet. 


Public Holidays

We've added the option to load public Holidays (by country) onto you user profile. Public holidays are indicated on the timesheet using an beach umbrella icon and doesn't require you to track time for that day. Refer to this article for more information.


Billable and Non-billable time

You can now see how much Billable and Non-Billable time was tracked in the current week. 


Today's Date

Today's Date is marked with a line in case you forgot that it's FRIDAY.


Comments

To add a Comment in version 1 you would have to click Show time comments. In version 2 it's now directly embedded into the time entry field making it much easier to add a comment. 

Version 1Version 2


Total tracked time per day and week

In the bottom you will find a sum of time logged per day and week. Plus, a colour indication if you've completed your time for the day/week. 


Booked and Tracked Time

To the right you can see how many hours were assigned to you on the task vs. how many hours you've tracked so far. It's a great way to see if you are running over budget. 


Jobs Dashboard

In version 2 we've made some huge improvement to the Jobs Dashboard.


Basically, the Jobs Dashboard is now divided into 3 components: Budget, Scheduling and Financials. These 3 components are the most important KPI's (Key Performance Indicator) to track, when managing or viewing a job. 


You can read more details about the new Jobs Dashboard here.

Version 1Version 2



Finance Summary

Under Finance (previously Accounts) we've added a Finance Summary view which allows you to get a detailed, yet summarised, picture of all financials happening on the job and compare your Estimated costs against Actuals, Billed and Remaining Billing. Read more detail here.


Cost Estimate, Purchase Order and Tax Invoice

We've made some significant changes to the user interface on CE's, PO's and TI's. 


First and foremost, we've made the interface so that it is very much similar to the PDF output under the design principle "What-You-See-Is-What-You-Get". 

Version 1Version 2


Budget Control

Secondly, we wanted to allow for more Budget Control, so we've added a budget control indicator on the CE edit view to allow to see total value of all CE’s on the job, budget spend and % billed. We’ve also added a margin figure indicator to be able to better sense check if your budget is profitable. The same indicator has been applied to TI's.


Generating CE's, PO's and TI's based on existing data

Previously the option to generate CE's, PO's and TI's based on existing data was located in the many buttons in the list view. Now you can do that directly when creating a new CE, PO or TI.

Version 1Version 2


Tasks

Within the Tasks section of a job we have included a bottom section in which you can track task progress and variance to the CE overall. We feel it is important to be able to compare against your estimate when you plan out your resources. 


Add Comment / Update Task

We’ve added an option to add a comment/quick update on a task. This modal includes the ability to edit the task status, update the color and add/remove tags. This means you no longer need to go into the "Edit Task" modal (which was quite extensive for this purpose) to makes quick changes to a task.



Modals

We've made changes to all modals; New Job, New Task etc. The new modals have been re-designed, so they now are more intuitive and data is grouped better. 

Version 1Version 2


Rate Cars

It is now possible to add specific rate cards and associate these with clients. Previously, having different rates for different clients wasn't an option and as a consequence you would have to have multiple Item Types for the same service added to Magnetic. Refer to this article for more information about the Rate Card functionality. 


Personal Settings, Theme and Avatar

In Personal Settings (located in the upper right corner), you can now add your profile picture as well as change the colour theme for Magnetic (incl. Dark Mode). 



Also, you can change the behaviour of the Footer.



Dashboards

One of the key functionality objectives for version 2 was to be able to get a view of your entire business KPI's at a fingertip. We feel we've achieved that mission (and with more to come at a later stage) with the new dashboards. Click on the images below to get more information on each individual dashboard. 



If you have any questions or need help moving over to version 2, please feel free to log a ticket




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