> ## Documentation Index > Fetch the complete documentation index at: https://usepike.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Changelog > Latest updates and improvements to Pike ## 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 properties](/allocation/allocation-properties#member-time-off) See 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 search [Workspace search](/sidebar/global-search) Find 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 [Private projects documentation](/project/private-projects) Set 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 personal notifications [Slack integration documentation](/integrations/slack#notifications) You 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 Customer 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. Task view filtering 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. Allocations filtering overview 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. Slack integration 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 Bulk actions ## 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. Skills and position filtering ## Improved financial insights New and improved financial insights to view actuals and planned "Earnings, Costs and Profit". Improved financial insights 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. Resource allocation improvements ## 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 Member Hover 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 Xero integration ## Project time budgets and forecast Define time budgets on projects, as well as view in real time planned versus actuals inside of each project. Project Time budgets 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. Pipeline value overview * 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) Member Contract 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) Member Cost Profile ## 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. Project Template Tasks Check out how to use project templates [here](/docs/settings/templates#project-templates). 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 Create Contractor Modal #### 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 Finance Analytics Dashboard Filtering ## 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 Resource Allocation View ### 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 Screenshot2025 06 01at19 52 53 Pn Read about all the smaller details we updated and improved [here](https://usepike.com/blog/workflow-improvements). ### 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. Screenshot2025 06 01at19 52 53 Pn 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. Screenshot2025 06 01at19 52 53 Pn 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. Screenshot2025 06 01at19 52 53 Pn 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. Screenshot2025 06 01at19 52 53 Pn * 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 QuickBooks Integration ### 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 E-conommic integration ### Mobile-First Time Tracking Professional services teams are increasingly mobile, and this release delivers a completely redesigned mobile experience for native use. Mobile-First Time Tracking * 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. 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! Time Overview 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. Kanban view Deals view ### 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 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. Frame1(41) Pn ### Expense tracking It's now possible and easy to track expenses in Pike. Wether they are internal or project related; Billable or non-billable. Frame1(41) Pn Navigate to Log -> Expenses Expenses 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. Member Overview ### 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. Currency Settings 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. Frame1(41) Pn ### 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](https://usepike.com) 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.