Release Notes: v1.0.68

Release Date: 01 December 2018 9PM UTC+10:00



  • Portfolio > Pipeline Management > Portfolio Milestones
  • This update will replace the current logic where Pipeline Management > Projects (expanded) will display all WBS1 level tasks of a Project, regardless if this is a milestone or not.
  • This update will now display in the Pipeline View only the tasks that were marked as Portfolio milestones regardless of WBS levels.
  • The Milestones will be displayed as a blue diamond icon at the right end of the Gantt Chart Bar.
  • The bar shows the start and end date of the portfolio milestone while the diamond icon at the end of the bar displays that it is a milestone. Multiple diamond icons will be displayed at the summary task level.
  • The change will apply across all types of Portfolios, Company Portfolios /Main Portfolios /Sub- Portfolios  and Independent Portfolios.



  • Portfolio and Project Actions > Add Actions to Pending Approval Items
  • Currently, Actions can only be added to Approved or Live items. This functionality is updated to add the ability to add Actions to Pending Approval Items for:
  • Pending Risk
  • Pending Issue
  • Pending Change Control
  • Pending Quality Management
  • This means Pending Approval Items will be included in the dropdown options in Actions > Item field.
  • This is valid for both, Manual Add and Uploaded Actions.

 

NOTE: An Action tracking item will still remain Open even if a Pending Approval item is rejected. The user must manually complete or close the action item.

 

  • Portfolio and Project Adhoc Report Templates > Email to Recipients
  • This update will make an Email address input field available and pre- populate it from the project and portfolio ad-hoc reports templates.
  • The settings will need to be maintained within the Company Profile > ‘Portfolio Default Settings' and ‘Project Type’ section > Report Templates.
  • The Email Address field is pre-populated but editable during the creation of an Ad-hoc report.
  • This will allow to generate, save drafts and create reports successfully with unlimited number of email addresses.

 

  • Portfolio Report > Toggle On/Off Trends Display
  • This will provide the ability to toggle on/off Trends in the Portfolio Report sections for
  • Pipeline
  • Risks for Escalation
  • Issue for Escalation
  • Cost Overview
  • The setting will  be a dropdown toggle on/off at the top right portion of each of the Report sections in Company > Portfolio > Report Templates and Portfolio Settings> Report Templates.
  • Default is ticked / toggled on, so that Trends will be displayed.
  • This toggle on/off is also editable within Reports itself.

 

  • Project Report > “ Project Progress” section will be a separate main report section
  • This update will display the “Overall Project Progress” section as a separate main report section and not in the Appendix.
  • The update will allow the Project Progress to be dragged and positioned at the top of the Report
  • The "Overall Project Progress" section from the Project Schedule Appendix will be removed.
  • The display of the "Overall Project Progress" can be managed within the Report templates (added/removed/positioned).
  • NOTE:
  • The "Overall Project Progress" section is a default section in the report default templates (Weekly, Monthly, One Page)
  • For existing report templates where the report has a "Project Schedule" section already, the "Overall Project Progress" section will be put as the first section in the report.
  • If the Schedule Module has not been selected for a Project Type, then the "Overall Project Progress" section will not be displayed.

 

 

 

 Planned Future Releases: December 2018 

  • Project Schedule > Mark Tasks as an Activity for Past Dates
  • Portfolio > Dashboard > Ability to select previous Calendar Month
  • Project Report > Sections with Trends > Toggle On/Off Trends Display
  • Updates to  Status/Trends Calculations