Release Notes: v1.0.84

Release Date: 26 April 2019 9PM UTC+10:00

 

  • Main Portfolio > Pipeline Management: Removal and Addition of Sub-Portfolio to Main Portfolio 
  • We introduce a Portfolio Allocation Page under Pipeline Management.
  • This update will allow users to move a Sub Portfolio from a Main Portfolio to another Main Portfolio or make it an independent Portfolio.
  • From the Pipeline Management page, click "Portfolio" button to see a page displaying all Sub-Portfolios under the selected Main Portfolio. This page displays the "Portfolio Allocation" table.
  • In this table, we can add new (existing) Sub-Portfolio, and remove existing Sub-Portfolios from the Main Portfolio.
  • The “x” delete button will lead to a Confirmation message saying "Are you sure to remove this Portfolio? Removing a portfolio will also move all projects under it."
  • If the user clicks confirm, it will remove the Sub-Portfolio from the Portfolio Allocation table, and if there are projects under the Sub-Portfolio these also will be moved from the Pipeline Management View and applicable pages.
  • As a result, the removed Sub-Portfolio (now an independent portfolio) becomes available to be linked to another Main Portfolio.
  • To assign an existing portfolio to another Main Portfolio the user must access the Portfolio Allocation page of the “to be assigned” Main Portfolio and click here the “New Portfolio” button on the top right. This will display the list of available portfolios which can be assigned.
  • Sub-Portfolio View

 

  • Phase 1-6 > New/Update/Settings Page > Portfolio Assignment Field
  • This is an update to how Portfolio Assignment field works. Before, a user can leave Portfolio Assignment field empty. A project can be independent and not associated to any Portfolio even to Company Portfolio.
  • After this change, if user will leave the Portfolio Assignment field empty, it will be defaulted to Company Portfolio and Company Portfolio name will be displayed in the field.
  • These projects with Company Portfolio Assignment will then be pulled up and displayed within Company Portfolio


  • Portfolio/Project > Weekly and Fortnightly Reporting Cycle
  • This is an update that will allow companies to configure also a Fortnightly reporting schedule instead of Weekly reporting.
  • Toggle on/off Fortnightly Reporting is managed within the Settings > Reporting Schedule > Weekly Reporting table
  • By Default, the Toggle is OFF. If Toggled ON, the Fortnightly reporting cycle is enabled while Weekly reporting is disabled.
  • This update is implemented in the following pages:
  • Portfolio Default Settings
  • Project Type Settings
  • Company Portfolio Settings
  • Portfolio Settings
  • Project Settings


Planned Future Releases:  End of Q2 2019

  • Schedule CSV import updates
  • Unicode Upgrade
  • Multiple Hierarchy of Portfolio
  • Replicating Portfolio functionality to Program