Release Notes: v1.0.30

Release Date: 21 July 2017



  • Portfolio Dashboard > Design & Functionality Updates
  • Ability to set-up/edit Custom Dashboard Tiles
  • Displays Status Icons for each Tile with:
  • Green Tick Icon: To show the ‘actuals’ for the period being filtered has data entered (meaning it is up to date)
  • Yellow ‘!’ icon: Shows that the ‘actuals’ for the period being filtered has not been entered (meaning the data being represented is WRONG)
  • Black icon: Shows that the period being filtered is in the future and so it cannot be updated
  • This is Downloadable in PDF
  • Ability to change order of Dashboard Tiles
  • Ability to manage various Dashboard Sections
  • Ability to pull-up aggregated and average data from lower levels (eg, projects)

 

  • Projects Dashboard > Design & Functionality Updates
  • Ability to set-up/edit Custom Dashboard Tiles
  • Displays Status Icons for each Tile with:
  • Green Tick Icon: To show the ‘actuals’ for the period being filtered has data entered (meaning it is up to date)
  • Yellow ‘!’ icon: Shows that the ‘actuals’ for the period being filtered has not been entered (meaning the data being represented is WRONG)
  • Black icon: Shows that the period being filtered is in the future and so it cannot be updated
  • This is Downloadable in PDF
  • Ability to change order of Dashboard Tiles
  • Ability to manage various Dashboard Sections

 

  •  Support Center
  • How to guides for management, updates and maintaining each piece of functionality with Project Focus HQ
  • This is available from the profile dropdown menu in the top right corner of your PFHQ application

 

  •  Portfolio > Budget icons to indicate missing data
  • Within the Budget Module main page, a user can now see which Details Cost item (or ‘Project’) has not had their ‘Actuals’ entered for previous periods
  • Icons:
  • Green Tick Icon: To show the ‘actuals’ for all previous periods being filtered has data entered (meaning it is up to date)
  • Yellow ‘!’ icon: Shows that the ‘actuals’ for any one period being filtered has not been entered (meaning the data being represented is  WRONG)
  • Black icon: Shows that the period being filtered is in the future and so it cannot be updated yet
  • This is available within HTML / PDF reporting, Budget Module and pdf downloads

 

  •  Project > Budget icons to indicate missing data
  • Within the Budget Module main page, a user can now see which Details Cost item has not had their ‘Actuals’ entered for previous periods
  • Icons:
  • Green Tick Icon: To show the ‘actuals’ for all previous periods being filtered has data entered (meaning it is up to date)
  • Yellow ‘!’ icon: Shows that the ‘actuals’ for any one period being filtered has not been entered (meaning the data being represented is  WRONG)
  • Black icon: Shows that the period being filtered is in the future and so it cannot be updated yet
  • This is available within HTML / PDF reporting, Budget Module and pdf downloads

 

  • Project > Quality Management > Approvals Enhancement
  • If a ‘Quality Management’ doc / pdf, etc has been uploaded into the system, it goes into the ‘Approvals’ module and the ‘Approvals’ workflow is started
  • The ‘Approver’ must review and approve the document before it counts as being ‘uploaded’ into the PFHQ system

 

  • Portfolio Reporting > Ability to Filter by ‘Project Type’
  • All Portfolio users will be able to Filter by "Project Type" in Portfolio Reporting
  • Each Portfolio user can apply this filter in adhoc, weekly & monthly reports
  • Default option is ‘All Project Types’

 

  •  Project, Program & All Portfolio - Display Report Filters in PDF & HTML
  • The historical HTML and PDF page now displays all 'filters' that were applied to the sent report
  • The historical PDF report does display all of the 'filters' that were applied to the sent report

 

  • Portfolio Dashboard: Filter for ‘All, Main Portfolios, Sub Portfolios, Independent Portfolios’
  • Add a filter for ‘All Portfolios, Main Portfolios, Sub Portfolios, Independent Portfolios’
  • ‘All Portfolios’ is the default.

 

  

 

Planned Future Releases:

  • Project > Agile Module
  • Ability to apply "Agile" project management methodology in line with “Waterfall” best practices
  • Inclusion of Kanban boards and burn down charts for sprints
  • Functionality for all items to be tiered by Sprint > Epic > Story > Task

 

  •  System wide Unsaved Data Notifications
  • Alerts on every page, if any data is entered but not saved
  • User will be given the option to save the data and continue, return to edit or cancel