What is new in the new design

The new design is a rebuilt version of Kompass. It covers the same areas as the classic design and works with the same data, so you can move between the two at any time. This article lists what the new design adds, module by module. Most of it is not available in the classic design at all.

To try it, open your user menu and choose Try the new design. To go back, choose Back to the classic design from the same menu. Your choice is remembered on that browser.

Tip: use your browser's search (Ctrl+F, or Cmd+F on a Mac) to jump to a module or feature.

Everywhere in Kompass

Lists and tables

Choose your columns. Most lists have a Columns control (on larger screens) to show or hide columns. Your choice is kept for each list, and Reset to default puts it back.
Grouped columns. Related columns (for example price, hours, billing) sit under a shared heading, with one value per cell. Each group can be sorted and totalled.
Layouts that fit the screen. Lists show more columns on wide screens and fewer on narrow ones, combining values (such as the reference over the name) rather than cutting them off.
Saved filter sets on more lists. Most lists have a Configure filters dialog and saved filter sets. They are new on the tasks, equipment, leave, payments, sales orders, purchase orders, suppliers, bills and bill payments lists, and on the dashboard. Exports use the active filters.
Status pills above the expenses, sales orders, purchase orders and payments lists show how many records are in each status, as on invoices.
Selection bar. When you tick rows, a bar shows how many are selected, with a Clear button and the bulk actions.
Inactive choices marked in filters. Filters that also offer staff who have left, or departments and services that are no longer active, mark them with an Inactive label. Inactive departments and services come after the active ones, and a service counts as inactive when its department is.
Custom fields as columns and filters. User defined fields can be shown as list columns and used as filters (with suggestions from existing values), including in saved filter sets.

Forms and detail pages

Help when a save is blocked. The page scrolls to the first field that needs fixing, and the Save button turns red with a short summary.
Create a record from a dropdown. Many selectors let you create a new record (for example a contact) without leaving the form.
Detail pages in sections. On every detail page, from projects and quote items to invoices, equipment and users, the fields are grouped into titled sections such as Basics, Contact details and Location. On a wide screen each section's title sits to the left of its fields.
Only what is filled in. When you view a record, most empty fields are left out, and so is a section with nothing in it. Rows that line up, such as a project's phases, keep their empty cells. Click Edit to fill in the fields you can change.
Yes or No at a glance. Settings such as Show on schedule read as a green tick with Yes or a red cross with No, rather than a greyed-out checkbox.
Easier to read on wide screens. The details and Extra Data cards stop widening on very wide screens, so a row of fields stays together. Tables in their own cards, such as an invoice's quote items, still use the full width.
Links to sections. Tabs and sections have their own links, so you can bookmark or share a specific part of a project.
Clear error messages when something fails, including specific messages from connected systems such as QuickBooks, Xero and SugarCRM.

An equipment item's details, grouped into the Basics, Identification, Dates and Notes and attachments sections

Keyboard shortcuts: Alt+H (Dashboard), Alt+P (Projects), Alt+C (Clients), Alt+T (Tasks) and Alt+D (Diary). Escape closes dialogs.
Breadcrumbs in the top bar show where you are.
Collapsible sidebar. The sidebar can be shrunk to a narrow rail of icons.
Search: put a minus sign before a word or phrase to leave it out of the results, for example survey -topographic.

Phones and tablets

Lists turn into cards on phones, with the most important values first, and a sort sheet to change the order.
Bottom tab bar on phones for the main areas.
Install on your home screen. Kompass offers to add itself to your home screen, with step-by-step guidance on iPhone and iPad.
Take a photo straight into Kompass when attaching a file or adding an attachment to a comment.

Language and appearance

Choose your own language under Settings > Appearance, independently of your organisation: English, Polish, German, Spanish or French. German, Spanish and French are only available in the new design.
Improved dark mode, with surfaces, table headers and the Schedule's weekend and time off shading easier to tell apart.

Dashboard

One dashboard for everyone with a My work tab and an Overview tab. Each section shows according to your permissions, and the dashboard remembers the tab you used last.
My work shows your tasks and a schedule for the range you choose, including colleagues, equipment and approved leave. Bars span the days they cover and show leave, done ticks and non-working days.
Record time from the dashboard. Add time is available on every day of a schedule bar, you can pick the date, and you can edit recorded time from the bar.
Your diary on the dashboard: see your entries for today, this week or last week with daily totals, and copy an entry to record the same work again today.
Mark a task done from its schedule bar, if you have permission.
Saved filter sets on the Overview tab, chosen from a menu (All, a set's name, or Custom).
The Overview chart includes a work in progress series.

Projects and quotes (proposals)

Grouped project list with columns for price, hours, billing and quotes, each group sortable and totalled, including work in progress.
New columns: Days left and Weighted.
Reworked Hours tab showing logged, paid, billable and non-billable hours with their share. It has saved filter sets (shared with the Diary page) and a count for each status: All, Submitted, Approved and Rejected.
Custom phases. Your organisation's own phases appear with their names and colours, and each has its own row on the project form and in the phase filter, so you can record them on a project. The classic design shows the standard phases only. The Phases page to set them up is also part of the new design (see Custom Project Phases).
Quotes for the same project. When several clients ask you to quote for the same work, link their quotes so your pipeline and hit rate count the work once. Accepting one warns that the others will be marked as lost (see Quotes for the same project).
Projects in other currencies. Quote and invoice a project in a currency other than your organisation's, at an exchange rate set on the project. Prices, costs, invoices and documents use the project currency, and lists show the value in your base currency alongside. Quote items on such a project can only be added or changed in the new design.

Quote items (proposal items)

Grouped columns on the project's quote items, with billing and work in progress columns and a footer total.
Totals follow your search and filters, so the footer adds up only the items you can see.
Mark as accepted from the item's row: click the dash in the acceptance column to open the accept dialog for that item.
Collapsed parent items show totals for costs, price, gross margin, invoiced, paid and work in progress.
The quote item page shows net invoiced and work in progress.
Tax categories show the rate in force today and the date it started.

Tasks

A Tasks list for all projects (Alt+T), with sortable columns, a column picker, saved filter sets and a card layout on phones. The classic design shows tasks only inside each project.

Schedule

Group by on the Tasks view: group rows by person, manager, task type or project. Each group row shows its assignments as bars labelled with the assignee, with photo chips. The setting is remembered.
Free capacity per person: each person's row shows how many hours they have free, after time off and booked work.
Non-working days are hatched on a bar rather than cutting it in two, and the label repeats on each working stretch.
Bar controls stay in view while you scroll, tasks move by the day you grab, and the grid scrolls automatically while you drag.

Diary (timesheets)

Day view showing one day's entries with a day total, and a switch back to the list.
Suggestions from the schedule. Your scheduled assignments appear as suggestions; one click opens a new entry filled in from the assignment, or you can dismiss it.
Table view for reviewers, remembered between visits, to log and review time quickly.

Clients (organisations)

Create contacts together with a new client in one save, or a client together with a new contact. New clients default to your organisation and country.
Billing figures on the clients list as net values, with paid and unpaid kept apart, plus work in progress and payments on account.
More columns: primary and billing contact, classification, account manager, and a quote measure that can be a value or a count.
Reports from the list in Word or PDF.

Contacts

The contacts list shows each contact's role at the client, reach and recent activity.
Reports from the list in Word or PDF.

Invoices

Payment progress on the list: a due-date bar, a paid-share bar, amber and red highlighting and the number of days overdue.
Days to pay column, with project and days columns on wide screens.
Fill remaining amount: an arrow on each quote item row fills in what is left to invoice.
Tax point: set a tax point that differs from the invoice date.
Tax rate on each line: each quote item line shows the tax category and rate stored on it.

Payments

Allocation tabs with counts: All, Unallocated, Partly allocated and Allocated.
Invoice and project columns on the payments list.
Pay invoices in other currencies. A payment can be allocated to invoices on projects in another currency, with each allocation shown in that invoice's currency.
Saved filter sets and status pills.

Expenses

Allocation rows list every open project, and project names link through in view mode.
Status pills above the list.

Sales orders

Configure filters and saved filter sets, where the classic design has a status switch only.
Status pills above the list.

Suppliers, purchase orders, bills and bill payments

Filters and saved filter sets on all four lists.
Suppliers can be filtered by open balance, tags and custom fields.
Filter by several suppliers at once on purchase orders, bills and bill payments.
Bill payments show which bills each payment covers.
Status pills above the purchase orders list.

Equipment

Filters and saved filter sets, including expired and soon-to-expire calibration, with sorting.
Column picker and card layout on phones.

Leave (time off)

Filters and saved filter sets on the leave list.
Card layout on phones, with year headings and allowance rows.

Users (employees)

Access tab on each user, showing their permissions and the field rules that apply to them, with a search.

Configuration

Open your user menu and choose Configuration. This area is only in the new design.

Groups and permissions: create and edit groups, set what each group can do, and manage advanced capabilities.
Group members and settings: add and remove a group's members, include other groups, and require multi-factor authentication for a group's members.
Compare, clone and share groups: compare two or three groups side by side, clone a group or start from a template, and download a group's definition as a file to load it into another group.
Phases: add, order, rename and remove project phases for each organisation.
Tax categories: manage tax categories and their dated rates, including rate changes scheduled for the future.

What works differently

Planned time on quote items is shown in hours (field and office), where the classic design shows days.
The light and dark theme is chosen under Settings > Appearance rather than from a switch in the sidebar.

Still only in the classic design

A few things have not moved across yet. Use the classic design for these:

The invoice allocations export on the invoices list.
The calibration warning on an equipment item's own page (the equipment list shows it).
Creating tasks from a quote item's own page (use the project's quote items list).