Blog

Coming Soon – People module, new permissions, users, groups, contacts

Hi All,

OK, we’re underway with the next version update for Copper, and we’re working on something that we really want some feedback on, for the first time in about seven years we’re going to overhaul the permissions model. It’s not a huge departure, but we think its really going to simplify things, and allow us to bring you a host of new resource management tools that will blow your socks off.

Why are we doing this?

One thing I’ve learnt over the past decade building this software (yes we’re coming up to 10 years!) is that its much harder to reduce complexity than it sounds. In essence, a good project management software tool should allow you to manage two hemispheres: 1. A bunch of stuff that needs to get done, 2. A bunch of people that can get it done.

One of the consistent pieces of feedback we get is that the permissions model is too confusing, and to be honest, I agree with you all. We want something that doesn’t get in the way and allows you to go about setting up your Clients/Projects/Tasks and attaching your People too them without too much fuss.

We’re going to take the lead from operating system permissions models. The Copper permissions model currently allows you to give read/write/deny access to a module, a client, or a project, and also allows you to allocate users to a task. Deny, as a concept is a redundancy and a complication. Often people get confused as to why they have write access on a whole module but can’t see the things in it.

Another regular redundancy we find is that there are a whole bunch of ‘People’ or ‘Group’ objects in Copper. Check it out: there is a User, a Group, a Client, an Account manager, a Project Owner, a Project participant, a Task Owner, a Task Allocatee, and a Contact. Woah, shouldn’t there just be a bunch of people and groups?

So, how are we doing this?

We’re going to remove the contacts module, remove users/groups from admin, remove Project/Task owners, redesign how permissions work, and create a new module called ‘People’. This new People module will be home to all of your users and contacts (some of whom you can give login access), as well as your groups.

From then on, you’ll simply add people/groups to your projects/tasks/modules. You can give your READ or READ+WRITE access to a module, a client, a project, or a task. This will be hierarchical, so that if I have READ+WRITE access to the Clients module, I can see ALL clients that exists inside Copper (and ergo all projects that relate to that client and all tasks that relate to that project). We will have a separate UI item that will allow you to show/hide modules from users/groups. It’s not a huge departure from what we currently have, but its a simplification.

When you create or edit a Client/Project/Task, you’ll be able to add people to that object there and then, and rather than set an Account owner (for a client), or a Project Owner (for a project) or a Task owner (for a task) we’ll simply allow you to flag one Person as the ‘responsible’ party (previously known as ‘Owner’ but theres simply no need for a separate field called owner, it gets confusing).

So that’s what we have planned, thanks for reading if you’ve got this far down, but in effect we’re looking forward to simplifying an area that has been a support bug-bear for quite some time. Let me know if you have any comments/questions.

Ben.

New Version Out Now, v4.4!

We’ve just dropped v4.3.3, which includes a of new tweaks and a new features. In fact, since our last email, here are the things which have been added to Copper in a few short months, and more is on the way!
- Great new Budgets tab in Projects, with handy chart showing project budget progress, and timeline of invoicing. Plus! CSV export for import into Quickbooks/MYOB
- Billing is now ready for integration with Xero and Freshbooks.
- Great new task drag and drop in project breakdown view makes it super easy to reorder, and create subtasks.
- Refinements to Time and Comment Entries (via 3 ways, in stopwatch timer, in task view, and in the To Do view)
- Improved embedded URLs across Copper allowing easy linking to external assets and other web apps.
- Improvements to special character rendering for multiple languages (Copper is now available in 5 languages, and is ready for easy translation).
- Added ability to turn off Relative Dates,
- Fixed bugs that annoyed Ben and the rest of the Copper Family.
- Added our fantastic new Copper Logo and Favourite Icon.
- Added Help Links to the menu, and debug code for better diagnosis and Support
Want to see more? Great! Provide your feedback here in the community.
If you’re a customer and would like to be a beta tester for new features, please let us know via info@copperproject.com

We’ve just dropped v4.4 which contains a number of key changes under the hood, and some handy new features and fixes. Hosted customers will already see this build as current, and self-hosted license customers will receive notification when this build is ready to download.

So, we’re almost at the point where we have Copper ready for some key changes to make everyone’s lives easier! On the slate is an overhaul of Resourcing, the Gantt Timeline, File uploads, Rates management, and integration with Xero and Freshbooks. Its a great time to get on board and help our bank balance achieve these things!

Please keep your comments and kind words coming via the Community and we’ll keep bringing the goodness! New this version:

- New Alerts system, allowing use to keep you informed of new features and upcoming events.
- New Auto db update system, now we can roll db updates that Copper recognizes and executes automatically.
- New Recent Items in Clients, Reports, ToDos, makes it easier to go back to something you were working on in that area.
- Improvements to MS Project Import, now imports dependencies!
- Improvements to Reports layout and saving.
- Improvements to Budgets tab, to allow for addition of Purchase Items you can add to your invoices/quotes
- Centralized uploaded logo, header, home, invoice, quote assets.
- Improvements to Work Analysis (Timesheets) and Project Analysis reports
- Improvements to file/folder drag and drop (beta, keep us posted on this one)
- Improvements to MYOB export in Reports
- Bug fixes for reports, IE users, Mini Calendar Selector

If you’re a customer and would like to be a beta tester for new features as they first become available, please let us know via info@copperproject.com

New version out now, 4.3.3!

We’ve just dropped v4.3.3, which includes a of new tweaks and a new features. In fact, since our last email, here are the things which have been added to Copper in a few short months, and more is on the way!
- Great new Budgets tab in Projects, with handy chart showing project budget progress, and timeline of invoicing. Plus! CSV export for import into Quickbooks/MYOB
- Billing is now ready for integration with Xero and Freshbooks.
- Great new task drag and drop in project breakdown view makes it super easy to reorder, and create subtasks.
- Refinements to Time and Comment Entries (via 3 ways, in stopwatch timer, in task view, and in the To Do view)
- Improved embedded URLs across Copper allowing easy linking to external assets and other web apps.
- Improvements to special character rendering for multiple languages (Copper is now available in 5 languages, and is ready for easy translation).
- Added ability to turn off Relative Dates,
- Fixed bugs that annoyed Ben and the rest of the Copper Family.
- Added our fantastic new Copper Logo and Favourite Icon.
- Added Help Links to the menu, and debug code for better diagnosis and Support
Want to see more? Great! Provide your feedback here in the community.
If you’re a customer and would like to be a beta tester for new features, please let us know via info@copperproject.com

We’ve just dropped v4.3.3, which includes a of new tweaks and a new features. In fact, since our last email, here are the things which have been added to Copper in a few short months, and more is on the way!

- Great new Budgets tab in Projects, with handy chart showing project budget progress, and timeline of invoicing. Plus! CSV export for import into Quickbooks/MYOB
- Billing is now ready for integration with Xero and Freshbooks.
- Great new task drag and drop in project breakdown view makes it super easy to reorder, and create subtasks.
- Refinements to Time and Comment Entries (via 3 ways, in stopwatch timer, in task view, and in the To Do view)
- Improved embedded URLs across Copper allowing easy linking to external assets and other web apps.
- Improvements to special character rendering for multiple languages (Copper is now available in 5 languages, and is ready for easy translation).
- Added ability to turn off Relative Dates,
- Fixed bugs that annoyed Ben and the rest of the Copper Family.
- Added our fantastic new Copper Logo and Favourite Icon.
- Added Help Links to the menu, and debug code for better diagnosis and Support

Want to see more? Great! Provide your feedback here in the community.

If you’re a customer and would like to be a beta tester for new features, please let us know via info@copperproject.com