We’ve given the Services tab a redesign, along with updates to the Budgets and Deals screens. The goal is to make service-related data easier to read, filter, and adjust, without changing how your existing setup works.
What’s New in the Layout
The new layout gives you:
Clearer service overview tables with improved column visibility.
The ability to share and switch between default and custom service views.
Field visibility controls (Revenue, Cost, Scheduled time, etc.), still tied to permissions.
A new Overview tab for quick snapshots of key details.
A more legible Services Editor.
📌 During the rollout, you can switch back to the old layout if you prefer or need to compare tabs in both versions.
Services Tab in Budgets and Deals
The Services tab is now fully customizable. Instead of fixed, predefined views, you can choose from:
Default views (ready-made starting points).
Custom views (your own field combinations).
Views can be private or shared, and are managed separately in client budgets, internal budgets, and deals.
Default Views
Each module comes with built-in default views that highlight the most common service data. You can adjust fields, rename views, and save them for later use.
Client budgets → Budgeting, Profitability, Planning views
Internal budgets → Default and Planning views
Deals → Default and Planning views
1) Client Budgets
Budgeting View – Focused on budget allocation and usage. Includes fields like budgeted time, billable time, price, and budget remaining.
Profitability View – Highlights financial performance. Includes revenue, cost, profit, and margin. (Visible only to users with the View profitability permission).
Planning View – Helps you schedule resources. Includes estimated time, scheduled time, and percentage scheduled.
2) Internal Budgets
Default View – A balanced set of fields (estimated time, budget totals, costs, usage %).
Planning View – Scheduling-oriented, showing estimated and scheduled time, left to schedule, and percentage scheduled.
3) Deals
Default View – Includes service basics like quantity, price, budget total, projected revenue, worked time, and cost.
Planning View – Same scheduling fields as other modules (estimated, scheduled, left to schedule, % scheduled).
Custom Views
You can create fully tailored views by selecting fields such as:
Time: Worked, Scheduled, Estimated, Billable, Budgeted.
Financials: Quantity, Price, Cost, Budget total/used/remaining.
Service details: Descriptions, service-level custom fields.
When saving:
Save changes updates the current view.
Save as creates a new view without altering the original.
Sharing and Permissions
Views can be:
Private (visible only to you).
Shared (visible to all users with access to the budget).
📌 Views are accessible across the same type of budget or deal:
Client budgets → client budget views are available in all client budgets
Internal budgets → internal budget views are available in all internal budgets
Deals → deal views are available in all deals
User permissions still apply. Even if you share a view with financial fields, users without the right permission won’t see restricted columns.
Profitability fields (Cost, Profit, Margin) → require View profitability.
Billable fields (Price, Quantity, Discounts, Billable time, Budget totals) → require View billable details.
Default access:
Admins, Profitability Managers → profitability + billable.
Managers → billable only.
Coordinators, Staff → neither.
📌 To check or adjust a user’s permissions:
Resourcing > Employees > Profile > Info tab.
Or Settings > Permission Builder for detailed sets.
Custom Permission Sets
If you need a more tailored setup, you can create custom permission sets.
This is useful if you want to give certain team members access to specific financial details, such as billable data but not profitability metrics, without granting them full manager-level visibility.
Example Custom Views
Over-Budget Risk View → Add Budget total, Budget used, Worked time, Billable time, and Budget remaining. Sort by Budget remaining (ascending). This helps spot services at risk of overspending.
Including Service Descriptions and Custom Fields → Add the Description field to show the scope and purpose of each service directly in the table, improving team context. You can also add service-level custom fields (e.g. categories, complexity level) to capture additional details that aren’t available in default columns. This makes it easier to tailor views to your team’s specific needs.
The Overview Tab
The Overview tab now contains forecasting charts (previously shown in the Services tab).
The Budgeting and Profitability sections help you monitor your budget’s financial health by providing real-time insights into remaining budget, time allocation, invoicing status, and internal profitability, so you can track both client-facing costs and your agency’s profit margins in one place.
Services Editor
The Services Editor is where you can edit service details in Budgets and Deals.
Use the Fields dropdown to add or remove columns such as service descriptions, service-level custom fields, estimates, discounts, markups, or fixed caps.
📌 Field visibility settings are saved per user, allowing each person to maintain their own preferred layout.
The Total Budget across all sections is now displayed in the upper-right corner for quick reference.
Service Setup in the Editor
The service editor is now easier to read and navigate, but its functionality remains the same.
👉 For details on adding services to a budget, check out these articles on Adding Services to a Budget and Adding Services to a Deal.