Release Notes: v1.0.37

Release Date: 01 December 2017



  • Portfolio > Dashboard > Ability to Display and Create Graphs (with 2 Y-axis)
  • The ability to support displaying graphs within Portfolio reports (View & PDF)
  • Creating Column and Line graphs with 1 or 2 Y-Axis
  • Ability to automatically filter data in graphs by Portfolios, Programs, Projects, Project Status’, Categories, Departments, Project Types, etc.
  • Ability to see the projects that have had their data displayed in a graph, for easy drill down
  • Pull-up data from ‘Dashboard - Data Source’ and ‘Benefits Tracking’ module
  • All graphing data can be exported into a .png, .jpg or pdf format

 

  • Company Profile > Customisable ‘Risk Score’
  • The ability for the company to set a global ‘Risk Score’ where they can customise: ‘Risk Impact’, ‘Risk Probability’ and Automatic Escalation Scores

 

  • Company Profile > Benefit Categories and Sub-Categories Management
  • Ability to Add/Manage Benefit Categories and its Sub-Categories for filtering reporting in a Portfolio or Program

 

  • Portfolio > Benefits Tracking Module Functionality
  • The ability for projects to be in a ‘Benefits Tracking’ status 
  • Ability to manage Benefits Tracking start & end date, in addition to the original plan, forecast and actual
  • Separable by Qualitative and Quantitative Benefits across various data: financial, percentage, number, labels or text
  • Benefits can have a weighting score against different categories or departments in project (when viewing in a dashboard, this weight in considered in the calculations and totals)
  • Data can be included in the ‘Reports’ and ‘Dashboard’ module
  • Project, Program, Sub-Portfolios’, etc. benefits can be automatically pulled-up to a Portfolio Level
  • Ability to export all benefits data within a CSV format

 

  • Project / Ready to Start / Full Kitting > Benefits Tracking Module Functionality
  • The ability for a project to be in a ‘Benefits Tracking’ status 
  • Ability to manage multiple Benefits and track against their start & end date, in addition to the original plan, forecast and actual
  • Separable by Qualitative and Quantitative Benefits across various data: financial, percentage, number, labels or text
  • Benefits can have a weighting score against different categories or departments in project (when viewing in a dashboard, this weight in considered in the calculations and totals)
  • Data can be included in the ‘Reports’ and ‘Dashboard’ module
  • Ability to export all benefits data within a CSV format

 



Planned Future Releases:

 

  • Program Level -> Settings -> CSV Export/Download for all Modules including ‘Benefits Tracking’ Module
  • This will be adding an option for a "Program CSV Export" in Program Settings for ALL modules

 

  • Portfolio/Project - Dashboard – Advanced Graphing for Benefits Tracking module
  • Enhanced visual representation for Benefits Tracking against Legends, X-axis’ and Y-axis’ options in addition to the existing Dashboard Graphing Functionality

 

  • Project Benefits > Advanced Weighting (e.g., Cost Centre, Cost ID, etc.)
  • This will give user the ability to assign split/separate amounts for each period against addition relevant areas

 

  • Portfolio/Project > Action Tracking> Benefit Tracking Module
  • Users have the ability to assign a Portfolio/Project Action to a Benefit Tracking item

 

  • Project > Approver Responsibilities > Benefit Tracking
  • Enhanced “Approver Responsibilities” section, to include Benefits Tracking for Approver levels related to updates and adding benefits