Changelog
Follow up on the latest improvements and updates.
RSS
Assign a team to a resourcing placeholder and include its estimated hours in that team’s Resourcing and dashboard reporting totals. This gives teams a combined view of planned placeholder capacity and team workload without combining separate exports.
Where to find it:
Assign the placeholder to a team in Resourcing. Its estimated hours then appear in team totals in Resourcing and dashboard reports grouped or filtered by team.Who it helps:
Resource managers and team leads can see planned placeholder hours alongside team capacity when reviewing resourcing and dashboard reports.Chart widget advanced filters now include rolling date presets such as Today, This week, and This month. Unlike a fixed calendar date, a preset updates over time, so saved filters continue to reflect the selected period. Custom dates and existing saved date filters remain supported.
Where to find it:
In a chart widget’s advanced filters, choose a date field and select a preset for its value.Who it helps:
Teams using chart widgets to track changing date ranges can save a filter once and keep it current as time moves forward.Compare monthly activity across years on one shared January–December axis. Hive displays a separate series for each year, making seasonal patterns easier to compare while retaining the chart’s metrics, filters, and drill-downs.
Where to find it:
In a chart-builder series widget, group a date field by month and choose Year as the breakout.Who it helps:
Teams reviewing monthly trends across multiple years can compare equivalent months directly, rather than scanning a continuous timeline.Time pivots now distinguish an unsubmitted timesheet from a period with no timesheet data. When grouped by user, the report can also include eligible workspace users who have no time entries for the period. An information indicator clarifies missing data, while saved timesheet statuses and totals retain their existing meaning.
Where to find it:
In Chart Builder, create a Report on Time pivot, group rows by User, and include Timesheet status as a value. User, team, and tag filters continue to narrow the results.Who it helps:
Managers and teams reviewing timesheet completion can spot users with no submitted time data alongside those whose timesheets are still unsubmitted.Feature overview
New in Hive Finance:
- Progress billing.Bill a proposal line by percent complete. Each billing run asks for percent complete × the line total, less what's already been billed. The percentage is either reported each period on the project or based on hours burned against budget.
- QuickBooks project ↔ job sync.Link Hive projects to QuickBooks jobs, or have Hive create the jobs for you. QuickBooks costs and revenue on a linked job show on the project. Hive never deletes a QuickBooks job.
- Line coding by project and dimension.Tag journal lines, invoice lines and fixed assets with a project and dimensions such as department, office or class. Then filter Profit & loss and GL detail by them. Customer profitability now attributes costs through each project's client.
- Year-end view.Mark equity accounts like owner distributions asCloses at year-end. The balance sheet and trial balance then show the current fiscal year, with earlier years rolled into Prior years' earnings.
- Monthly budget snapshots.Save a month-end record of each project's budget against actual spend, captured on the 11th of the following month.
Where to find it
- Progress billing: proposal → Terms→Billingcolumn. Report progress from theProgress billingcard on the project Overview.
- QuickBooks jobs: Finance → Settings → Connections → QuickBooks, orEdit project → CRM → QuickBooks job.
- Line coding: Finance → Settings → Dimensions, then the Project and dimension pickers on each line.
- Year-end: Chart of accounts→ an Equity account →Closes at year-end.
- Budget snapshots: Settings → Apps → CRM → Save monthly budget snapshots.
Who it helps
Finance teams and agency leaders who bill against milestones and progress, report by project or department, and keep QuickBooks in sync.
Feature overview
Three updates to CRM proposals:
- Compare proposal scenarios by role.When an opportunity has more than one proposal, compare 2–5 of them side by side. Each role shows hours, price, cost, margin and margin %, with differences from a baseline you choose. Cost and margin need permission to see cost rates.
- Download a proposal as a PowerPoint SOW deck.Get a .pptx with a title slide, scope, estimate by role, fees, investment summary, billing schedule and terms. The deck shows prices and hours only, never cost or margin.
- Set project dates from the signed proposal.Add a project timeline to a proposal. When the client accepts, the delivery project gets those start and end dates. Dates already on the project are never overwritten.
Where to find it
- Compare: opportunity → Estimatetab →Next steps→Compare scenarios.
- PowerPoint: Download PowerPoint (.pptx)in the proposal header.
- Project dates: an admin turns on Settings → Apps → CRM → Set project dates from accepted proposal. Then set dates underTerms → Project timelineon the proposal.
Who it helps
Sales and account teams building proposals, and delivery teams who need projects to start with the right dates.
Feature overview
Catch incomplete or unclear answers before a form reaches you. Form creators can add AI review rules to individual questions, for example "the budget must include a currency". Each rule is either blocking, so the submitter fixes the answer before sending, or a warning, so they see the note but can still submit. Submitters get feedback inline on the questions that need changes. They never see your rule text.
Reviews use AI credits from the form owner's workspace. If a review can't run, the form submits normally.
Where to find it
Open a form in the form editor, open the
AI Review
panel, turn it on, and add rules to the questions you want checked.Who it helps
Teams that receive requests through Hive Forms and want complete, usable submissions without going back and forth.
Chart widget advanced filters now support rolling date presets like Today, This week, and This quarter, so date-based reports stay current automatically.
How it helps
: Filter by useful date ranges such as Today, This week, or This quarter. Presets update over time, so a filter like Due date → Date before → Today keeps showing overdue actions without needing to change a fixed date. Where to find it:
Open a dashboard, add or edit a chart widget, then go to Filter by → Add filter. Choose a date field, such as Due date or Start date, and select a date preset under Value.Pivot tables and pivot-style Numbers widgets now include a Project archive value for reports on Actions, Projects, and Time.
Who this helps
: Teams reviewing action, project, or time reports who need to distinguish active projects from archived ones.Where to find it:
In Dashboards, add or edit a Pivot table or pivot-style Numbers widget. Choose Actions, Projects, or Time under Report on, then add Project archive from Values → Project. Include archived projects in the widget’s Projects filter to show their rows.See
Unsubmitted
time as reported in Dashboards pivots. Cells without a timesheet show an info icon with the explanation “No timesheet data for this period.” For top-level User rows, pivots include eligible workspace users even when they logged no time. User, team, and tag filters still apply. No-time users are not added to nested User groupings or charts, and no-data cells are excluded from row totals.
Who it helps:
Managers and workspace admins reviewing timesheet status can spot missing submissions, including for people who have not logged time in the period, without confusing missing data with a saved Unsubmitted timesheet.Where to find it
: Go to Dashboards, add or edit a Pivot table, set Report on to Time, group rows by User, and add Timesheet status under Values.Load More
→