Release Notes: v1.0.70 : Support Portal

Release Notes: v1.0.70

Release Date: 14 December 2018 9PM UTC+10:00

Portfolio Dashboard - Ability to Pull up 'Previous Calendar Month' Report Data

This is an update in 'Portfolio > Settings > Reporting Schedule > Monthly Reporting and 'Portfolio > Settings > Report Template > Add/Edit Custom Template - adding to report on data for the 'Previous Calendar Month'
The data that will be reported in Tile/Data Table/Graph – (Custom/Data source Data/Benefits Tracking data) and are the data from the project start to the end of the previous calendar month
This will apply in:

Portfolios (Company Portfolios /Main Portfolios /Sub- Portfolios /Independent Portfolios)

This change will allow users to do a custom Data Source CSV Import for Period = Monthly
Prerequisite: Each item in the CSV must have a Portfolio ID/Project ID for the PFHQ system to check and identify if items are already existent or not. This will also support the 'Existing Data Handling' where the user can either 'Skip' or 'Overwrite' existing records.
If Required Fields don't have any data mapped to it, the default field cannot be empty.
When importing a CSV, the manual data source columns will be placed as rows and the Period (Monthly) as columns. Since every Project Level/Portfolio Level Dashboard can have multiple manual columns, the number of rows within the CSV for import depends on the number of manual data source columns within a Project/Portfolio.
Manual columns are not mandatory, so the user can select which data source manual column will be imported. The manual data source columns that are not included in the CSV file will not be updated regardless what the 'Existing data handling' is.

Planned Future Releases: December 2018

Release Notes: v1.0.70 Print