Changelog - Pike

Team home and allocations

Each team now has a Home page with inline editing for admins and managers: name, icon, acronym, members, description (saves as you type), and labels. The old team edit modal is gone — open team home from the workspace teams table, the sidebar settings icon, or the Home tab.Team headers add Home and Allocations tabs alongside Tasks and Projects. Allocations reuses the workspace capacity heatmap and timeline, scoped to that team’s members.TeamsOpen any team from the sidebar, use Home to edit details, or Allocations to plan capacity for the team.

Deals and invoicing upgrades

Deals and invoices got a full pass. Define your own deal pipeline under Settings → Deal statuses, then convert a won deal to a project in one step. Line items support per-row tax, optional cost and margin with supplier pickers, and From / To contact fields that prefill from the customer. Send a deal or invoice PDF by email to multiple recipients, or download as before.DealsDeal statusesOpen Finance → Deals for pipeline work, or edit an invoice draft for the same line item and send tools.

Position assignees on tasks and projects

Assign open positions to tasks and projects alongside named members. Position assignees show in task lists, kanban cards, and assignment pickers, and you can allocate hours to a position on the resource timeline. When you are ready to staff the role, convert a position assignment to a member and Pike moves existing allocations with a confirmation step.MembersAssign a position from any task or project member picker, plan hours under Allocations or Members → Resource allocation, and convert to a member from the task assignment menu when someone is hired.

Custom dashboards

Build dashboards from your workspace metrics and share them with your team or keep them private. Pick a metric such as logged hours, labour cost, expense cost, invoiced revenue, or invoiced profit, then choose a chart type (number, line, bar, stacked bar, area, pie, donut, or table). Group and segment by team, user, project, customer, project status, billable, or time period, and preview the result before you save. Set a date range on each dashboard to refresh every widget at once.DashboardsClick Dashboards in the workspace sidebar to create your first dashboard or open an existing one. Use Add widget to open the builder, then arrange widgets on the grid and filter by customer, project, team, or member.

Confirmed and proposed hours on the capacity heatmap

See confirmed and proposed demand in the same heatmap cell. Solid fill is hours on confirmed projects; a hatched overlay is hours on proposed projects, in the same color. Hover a cell for the split. Leave Proposed and Confirmed both selected (or neither) to stack them; pick one side when you want to isolate pipeline or booked work. The same stack appears on the timeline utilization row.Workspace capacityOpen Members → Resource allocation, or a team’s Allocations tab. Use the Proposed / Confirmed filter next to the view dropdown.

Resource allocation by capacity or weekday

When you allocate a member to a task, you can enter hours three ways: total hours, share of capacity (%), or hours per weekday. Switch with the h, %, or calendar toggle above the amount field. Pike converts between modes instead of resetting your work, and the summary line spells out what your entry means (for example, hours of capacity, hours per day, or hours per week across selected days). Timeline blocks and task allocation rows use the same labels, so planning stays consistent across the task page, resource timeline, and members view.Allocation propertiesOpen any allocation from Members → Resource allocation, a task’s Allocations section, or the resource timeline. In per-weekday mode, tap a day letter to turn it on or off and type hours for each active day.

Task allocations on the task page

View and manage resource allocations directly on any project task. The Allocations section lists each assigned member’s allocation blocks with hours per day, date range, and total hours. Add, edit, or delete blocks without leaving the task page or sidebar, and pick Allocate assignee to plan capacity for someone not yet on the task. Pike assigns them automatically. The same allocation editor from Members → Resource allocation opens from the task, including time off overlap callouts when a member has approved or pending leave in the period.How to allocateOpen a task from a board, list, or sidebar and expand Allocations below the description. Use the + button on a member row or Allocate assignee to create a new block.

Workspace allocation timeline

See every member’s allocations across projects over time, then adjust or move them directly on the timeline. Switch between capacity heatmap and timeline views on the workspace resource allocation page - the same filters apply in both, and your last selected view is remembered the next time you open the page.

Workspace resource allocation timeline with member rows and project blocks

Workspace capacityOpen Members → Resource allocation and pick Timeline from the view dropdown next to the filters.

Personal activity calendar

Review your allocations, time entries, and time off on a single calendar under Log. Switch between Day, Week, and Month, click a day for a breakdown, and use the legend to show or hide event types.

Log → ActivityGo to Log → Activity in the workspace header tabs.

Filter by proposed and confirmed projects

Plan capacity without mixing proposed and confirmed work. The same filter also applies to time entries and finance overview metrics, so you can focus reports and charts on the project pipeline you care about.

Screenshot of project statuses showing proposed status

Proposed and confirmed projectsPick Proposed, Confirmed, or both on Log → Time, Finance → Overview, and Members → Resource allocation.

Accounting import for expenses and bills

Import expenses and bills from connected accounting integrations in one review table. Each row shows whether it is an expense or a bill before you bring it into Pike.

Accounting integration import table with expense and bill type badges

Import from accountingGo to Settings → Integrations, open your accounting connection, and run the expenses import step.

Required and default comments on time entries

Workspace admins can require a comment before a time entry is saved, so members always leave context when logging time. You can also set a default comment that pre-fills the comment field for new timesheet entries - it can still be changed or cleared unless comments are required.When Require comment on timer stop is enabled, stopping an active timer opens the time entry form so you can add a comment before the entry is saved.

Time entry settings for required comments, default comments, and timer stop

Time entryConfigure these under Log → Time → Settings.

Time off when allocating

When you allocate a member on a project, the dialog now shows their non-rejected time off (approved or pending) that overlaps the allocation period. You can still save the allocation; those hours do not change how that member’s utilization is calculated.

Allocation dialog with time off overlap callout

Allocation propertiesSee the callout before you commit dates so you can line up work with real availability.

Workspace search

Press ⌘ K on Mac or Ctrl+K on Windows and Linux to search across your entire Pike workspace. You can also open search from the sidebar by clicking the magnifying glass next to your workspace name and Settings.

Workspace searchFind tasks, projects, customers, invoices, expenses, attachments, pages, workspace and profile settings, and more from one place. Results narrow as you type so you can jump straight to what you need.

Private projects

You can now mark a project as private. Only project members and workspace admins can see it in the sidebar, search, and elsewhere - for everyone else it behaves as if the project does not exist.

Private projects documentationSet privacy when you create a project or change it later from project settings. Tasks, comments, and attachments inherit the project’s visibility.

Slack notifications

Connect your personal Slack account to Pike and get notifications for the actions that matter to you - for example when you are assigned to a task or project, mentioned in a comment, and more.Connect the Slack workspace under Workspace settings -> Integrations, then link your profile under Settings -> Connections (same Slack workspace as the workspace connection).

Slack integration documentationYou can optionally receive notifications through multiple channels, such as both Slack and email.Change your notification preferences from your profile settings.

Custom project statuses

Customer project statuses now live in Pike.To configure these, go to: Workspace settings -> Project statuses

Create your custom statuses in the pre-defined, non editable status categories (backlog, planned, in progress, completed and cancelled).A project status can have a custom colour, name and description.NB: The order of statuses in the “In Progress” category, define the progress of the status icon.

Project cost breakdown.

View project costs in details, broken down by expenses and labour.

Introducing expense categories.

An easy way to distinguish and report on expenses.Create and modify categories in Log -> Expenses -> Settings

Improved task filtering and grouping.

Tasks are now by default sorted by Active statuses to de-clutter your workspace.

Easily switch between Active, Completed and All tasks at any time.

Allocations overview now filterable by positions and skills

Segment your team’s available versus planned capacity by positions and skills, for a faster understanding of possible overbookings or underbookings.

Act on this data to staff up or down to meet project requirements.

Slack Integration - Task preview in slack threads

With the Slack integration, it’s now easier than ever to collaborate on projects and tasks directly from within your slack workspace and threads.The Slack integration makes it easy to create, update, and view Pike tasks and their data directly from Slack. Notifications and synced threads keep colleagues in the loop on projects and tasks.

Links from Pike sent in Slack will expand to show a preview with key properties such as description, status, and assignee for task links and description and status for project links. Expanded links will include actions when available so that members can update tasks directly from Slack.

Task bulk actions

Selection multiple tasks to apply a similar action.Currently the following properties can be changed:

Task status
Task priority
Delete tasks

Skills and position filtering for project resources

When adding resources to projects from the resource tab, it’s now possible to filter by skill(s) and position(s) for better and more accurate assignees.

Improved financial insights

New and improved financial insights to view actuals and planned “Earnings, Costs and Profit”.

Availble on a project level (Project -> Finance) and workspace level (Finance -> Overview)

Resource allocation improvement

The following improvements have been added to the project level resource allocation:

Showcase of task allocation in % of capacity and hours.
Upon allocation of a task, a real-time usage impact is shown in the bottom left corner for the specific allocation period.
Allocation can be made as hours per day or total hours in allocation period.

Member Hover - Quick Info

Hover over a members icon from wherever in your workspace to view the following information:

Full name
Contact information
Position
Skills

This will help with better and faster resource allocation and planning in a busy everyday, where you sometimes need to move fast but stay accurate.

Xero Integration

With the integration between Pike and Xero, you can:

Push invoices from Pike to Xero
Get real-time payment updates from Xero to Pike
Importing and syncing customers
Importing and syncing products

Project time budgets and forecast

Define time budgets on projects, as well as view in real time planned versus actuals inside of each project.

Switch between a bar chart and linear chart to interact with past and future budget expectations.

Pipeline value overview

You can now track your pipeline value per individual service or product and per stage, directly from your Finance Overview.This is especially useful for sales teams and leadership, to ensure a healthy pipeline whilst understanding exactly the distribution and breakdown of potential revenue by service and product.

Create products under finance -> settings.
Add line items to deals with unit pricing and quantity
The total deal value gets automatically calculated
View the pipeline distribution in your Finance Overview by products and deal stage

Member cost profile

With the newly added member cost profile, you can now define the following for each member:

Cost period (hourly, weekly, bi-weekly, monthly and yearly)
Cost per period (salary)
Capacity (weekly availble hours)
Contract start date (with historical effect)

and track the following metrics for each member in their already defined Cost Period:

Target hourly cost (salary / capacity)
Actual hourly cost (salary / logged hours)

Project Template Tasks

We’ve enhanced project templates with the ability to define tasks that will be automatically created when using the template. When creating tasks in templates, you can:

Associate tasks with phases.
Assign team members and teams
Set start and due dates
Define priority levels
Pre-assign tasks to specific teams

This feature streamlines project initialization and ensures consistency across similar projects.

Check out how to use project templates here.Navigate to Settings -> Templates -> Project Templates to get started.

Resource Planning Improvements

We’ve made updates to the resource planning timeline to improve visibility:

Non-active tasks (e.g., cancelled) are now grayed out to better reflect their impact on capacity
Tasks are now sorted by status importance for clearer organization
Visual distinction between active and inactive allocations

Contractor Management

We’ve introduced a comprehensive contractor management system to help you maintain and organize your external resources effectively. Navigate to Members -> Contractors to get started.

Key Features:

Maintain a searchable database of external contractors
Manage contact details, hourly rates, and notes
Track contractor status:
- Active: Currently available for projects
- Hired: Currently engaged in ongoing projects for your workspace, could be an active member
- Inactive: Not currently available or retired from the database
Store multiple documents (contracts, agreements, certifications)
Tag contractors with skills defined in members/settings

Advanced Filtering and Workflow Highlights

Find the right contractor quickly by filtering through:

Status
Skills
Hourly rate ranges
Full-text search across contact information

Convert contractors to full workspace members with a single click when they have a valid email - automatically sending workspace invitations and assigning licenses.

Finance Analytics Enhancements

We’ve expanded our finance dashboard with more granular filtering options:

Filter financial analytics by specific projects and teams
Combine multiple projects and teams for custom reporting views
Get deeper insights into your organization’s financial performance

Resource Allocation Improvements

Enhanced visibility into resource capacity:

View remaining capacity in percentage as well as hours
When viewing remaining hours, get color coded to indicate if the member is over capacity, at capacity or under capacity
When hovering over a member, you can see their remaining capacity in both hours and percentage

Workflow Improvements

This release focuses on overall workflow improvements. These updates, although smaller, make up a great chunk of how smooth and enjoyable using Pike can feel.Highlights include:

Inline creation of items such as customers and products
Better user invitation flow
Better filtering of member when assigning tasks

Read about all the smaller details we updated and improved here.

User Roles Tightening

When working with multiple stakeholders, members, projects and overall data, it’s important to have an easy way to create and enable focus for every user.

Introducing a tightening of our user roles and what each can view and edit inside Pike. These updates apply to all 5 roles:

Admin
Manager
Finance Manager
HR Manager
Basic

Profitability Tracking

Working with billable hours, expenses, invoices and finance in general, it’s important to stay updated on your projects, customers and overall profitability.

Introducing an improved and more comprehensive profitability tracking, including:

The ability to view Projects, Customers and Workspace profits based on revenue or billable hours, giving you the full perspective at different angles.
Automated incorporation of Expenses into profitability calculations as costs.

Timeline Revamp

We bring you an upgraded and smoother timeline then ever before. Now applicable and live for Projects, Tasks and Resource Allocation.

Highlights include:

Phases are now visible in Projects and Tasks timeline.
Smoother drag and drop for a more snappy feel.

Enhanced Resource Planning

This release focuses heavily on improving how teams manage and allocate resources across multiple projects. We’ve redesigned the resource allocation interface to provide better visibility into team capacity and skill matching.

Advanced resource scheduling with drag-and-drop functionality
Skill-based resource matching for optimal project assignments
Real-time capacity planning with availability forecasting

Critical Fixes and Stability

This maintenance release addresses several important issues reported by our enterprise clients, particularly around data synchronization and reporting accuracy:

Resolved calculation errors in complex phase-based projects
Improved performance for organizations with 500+ active projects

Third-Party Integrations

We’ve expanded our integration capabilities to better support existing workflows and reduce the need for manual data entry across platforms.

Intuit QuickBooks

With the integration between Pike and QuickBooks, you can now:

Push invoices from Pike to QuickBooks
Get real-time payment update from QuickBooks to Pike
Important and sync customers
Important and sync products

E-conomic

With the integration between Pike and E-conomic, you can now:

Push invoices from Pike to E-conomic
Get real-time payment update from E-conomic to Pike
Important and sync customers
Important and sync products

Mobile-First Time Tracking

Professional services teams are increasingly mobile, and this release delivers a completely redesigned mobile experience for native use.

Log time
View tasks and deadlines
Create and assign work

Improved time tracking features

Time tracking accuracy is crucial for professional services profitability. This release introduces intelligent features to improve both accuracy and user adoption.Users can now register time from anywhere in the app or from our new timesheet.

This release includes:

Timesheet
Start and stop timer
Quick log button

Time usage dashboard

Want to know how much time has been spent across your entire firm, as well as being able to drill down into time spent per project, customer, tasks labels and individual members, all in a single page and in real-time?

Well now you can!

The new Time dashboard that you can find as an admin under Log -> Time -> Overview, can give you the following insights:

Total time logged in the selected period
Billable hours distribution in the selected period
Work Distribution: Number of Customers and Projects that have been logged time under
Linear Cumulative Time graph comparing total time logged versus billabke and non-billable hours.
Total Distribution of time entries sorted by Projects, Customers, Task Labels and Members

Customer Deals

With this release, you can now create and track customer deals in real-time through different stages.

When creating a deal, fill out the following information:

Deal name
Related customer
Deal owner
Deal value in your choosen currency
Deal stage (Prospect, Qualified, Negotiation, Proposal, Won/Lost)

When a deal is moved to Closed Won, you can upgrade it to become a project, prefilling the project with the existing information.

Views

You can view custome deals in a list or kanban view with drag and drop functionalities.

Finance Overview

Get real-time insights into your firms overall financials such as revenue, costs, and pipeline value.This release enables Admin and Finance managers to view the following metrics:

Workspace profitability
- Workspace Earnings
- Workspace Costs (labour and expenses)
Workspace pipeline value from customer deals
Billable hours distribution
Outstanding billable hours and it’s value

The above metrics are also availble in a bar chart per month.

Finance -> Overview

Enhanced User Management

Growing professional services firms need sophisticated user management capabilities to maintain security while enabling productivity across diverse teams and client engagements.

Role-based permissions with project-specific access controls

Data Protection

Professional services organizations are entrusted with sensitive client information, making data protection a critical operational requirement.These security enhancements ensure professional services firms can maintain client trust while meeting increasingly stringent data protection requirements across different industries and jurisdictions.

Profitatbility calculations

This release focuses on increasing the flexibility of profitability calculations on projects, customers and the overall workspace.It is now possible to choose wether profitability is calculated based on:

Revenue booked (earnings equals to invoice amounts, in workspace currency)
Billable hours (earnings equals to registered hours * billable rate of task of the member who registered the hours)

This is important especially when working with fixed price projects versus time and materials projects.

Expense tracking

It’s now possible and easy to track expenses in Pike. Wether they are internal or project related; Billable or non-billable.

Navigate to Log -> ExpensesExpenses also comes with a built in approval flow for managers and admins.

Member Overview

This release focuses on adding member related insights on each members profile.Admins and HR Manager can now view the following information on a member:

Total Hours registered in selected period
Total Revenue generated in selected period (rate* registered hours on billable tasks)
Billable hours distribution (how many hours are registered on billable versus non billable tasks), essentially that members efficiency.

This data can also be viewed on a bar chart month by month.

Currencies

This release focuses on adding workspace currencies to Pike in order to accommodate users across multiple countries.By default your workspace will have a base currency used in reporting. If other currencies are used across invoices or expenes, these will automatically be converted to the base salary when looking at project finances, customer finances and overall workspace finance reporting.

To choose your default worksapce curency navigate to Finance -> Settings

Member insights increase

This release focuses on adding member related information to use for tracking of project financials.Members can now have the following information:

Internal cost (salary), calculated per hour.
Working type: Full time, part time or hourly
Efficitve from date, storing historicall data to back track project insights accurately.

Pike V2 - Feature-Complete Beta

This release marked the transition to a feature-complete beta, incorporating core consutling and agency focused functionality needed for comprehensive professional services management.

Complete project management lifecycle
Customer management
Comprehensive time tracking and expense management
Integrated inoice creation and financial reporting
User roles

Expanded Beta Program

We opened the beta program to a broader range of professional services organizations to validate functionality across different industry segments and organizational sizes.If you’re interested in joining future beta programs, sign up here to be notified of opportunities.

Pike V1.5 - Enhanced Alpha Features

The alpha program continued to evolve based on early user feedback, with focus on core professional services automation capabilities.

Improved project setup and configuration workflows
Enhanced time tracking with approval workflow
Refined resource allocation and planning tools
Basic finance overview for project earnings

Alpha User Feedback Integration

Our alpha partners provided crucial insights into the daily challenges of professional services management, directly influencing feature development priorities.

Pike V1 - Alpha

Pike’s initial alpha release established the foundational platform for professional services automation, focusing on core project management and time tracking capabilities. This version was released to it’s initial core users and included:

Basic project creation and management
Time tracking
Customer management
Team workspace structure
Basic task dashboards

Platform Architecture

Built on modern cloud infrastructure to ensure scalability and reliability for professional services organizations of all sizes.The alpha program provided essential validation of our core architectural decisions and confirmed the viability of our integrated approach to professional services automation.

​Team home and allocations

​Deals and invoicing upgrades

​Position assignees on tasks and projects

​Custom dashboards

​Confirmed and proposed hours on the capacity heatmap

​Resource allocation by capacity or weekday

​Task allocations on the task page

​Workspace allocation timeline

​Personal activity calendar

​Filter by proposed and confirmed projects

​Accounting import for expenses and bills

​Required and default comments on time entries

​Time off when allocating

​Workspace search

​Private projects

​Slack notifications

​Custom project statuses

​Project cost breakdown.

​Introducing expense categories.

​Improved task filtering and grouping.

​Allocations overview now filterable by positions and skills

​Slack Integration - Task preview in slack threads

​Task bulk actions

​Skills and position filtering for project resources

​Improved financial insights

​Resource allocation improvement

​Member Hover - Quick Info

​Xero Integration

​Project time budgets and forecast

​Pipeline value overview

​Member cost profile

​Project Template Tasks

​Resource Planning Improvements

​Contractor Management

​Key Features:

​Advanced Filtering and Workflow Highlights

​Finance Analytics Enhancements

​Resource Allocation Improvements

​Workflow Improvements

​User Roles Tightening

​Profitability Tracking

​Timeline Revamp

​Enhanced Resource Planning

​Critical Fixes and Stability

​Third-Party Integrations

​Intuit QuickBooks

​E-conomic

​Mobile-First Time Tracking

​Improved time tracking features

​Time usage dashboard

​Customer Deals

​Views

​Finance Overview

​Enhanced User Management

​Data Protection

​Profitatbility calculations

​Expense tracking

​Member Overview

​Currencies

​Member insights increase

​Pike V2 - Feature-Complete Beta

​Expanded Beta Program

​Pike V1.5 - Enhanced Alpha Features

​Alpha User Feedback Integration

​Pike V1 - Alpha

​Platform Architecture