Release Notes: v1.0.29

Release Date:  30 June 2017



The following are the major features included in this release:


  • Programs
  • Program > Approver roles 
  • Program > Access Levels
  • Program > Reporting
  • Program > Settings
  • Program > Adding/Removing Projects to a Program

 

  • Project > Scheduled Adhoc Reporting
  • In Project Settings > Report Templates > Custom Report, we will add options to create several Adhoc Report Templates which are scheduled at different recurrence
  • This can also be managed at Company > Project Types > Report Templates


  • Opportunities Assigned to a Portfolio during Approved Opportunity
  • Ability for users to assign an Approved Opportunity to a Portfolio.
  • There will also be a tickbox for users if there is no Portfolio to assign the project.
  • Project > Schedule & Report Schedule > Overall Progress Bar
  • This will display an ‘overall’ project progress bar chart to give  a view of how they overall project is going from the highest level (which is the project).
  • This is applied to both Schedule module  and Reporting

 

  • Pipeline Stages > Artefacts Download 
  • Ability to Download a PDF displaying the details of each stage of Opportunity including:
  • who created the New Opportunity and when 
  • who Approved the Opportunity and the Approval Date
  • who Kicked off the Opportunity and when

 

  • Project > Resource > Multiple Positions in a Role > Displayed in Assignment Gantt Chart
  • All Positions, with assigned resource or not are displayed in the Assignment Gantt Chart. Those without resource assignment will show 'Unallocated'.
  • This way, the PM can see which roles do not have any resources assigned to them, so he can assign accordingly.
  • Checklist > For Turning Approved Opportunity to a Full-Kitting
  • Added a “Manual Checklist" functionality to turn an "Approved Opportunity" project into a "Full-Kitting” project
  • This can be managed via Company > Pipeline Checklists
  • Project > Schedule > Search Box
  • The ability to search for specific schedule items not covered by existing Filter option e.g WBS ID, Schedule Name, etc
  • This will be applied in Project > Overview > ‘Project Progress’ Section and Project > Schedule > ‘Gantt Chart’ Section

 

  • Project & Portfolio > Budget - Showing a symbol on the overall 'budgets' page on budget items that have not been reconciled
  • This will allow user to see which budget items from the main budget page are not reconciled even without going inside each Budget Item detail page and Update pages. 
  • Green, Yellow and Black coloured Icons will tell you which.
  • + Green, if a Budget Item has all Periods with Actual costs updated,
    + Green, if a Budget Item has all Past periods with Actual costs updated, and current to future periods not yet lapsed.
    + Yellow, if a Budget Item has at least 1 Past Period with Actual cost not updated
    + Black, if the Budget Item has all periods not yet lapsed
  • Project Report > Resource > Date Filtering
  • This will give users a way to filter resources by Dates "From" "To" via calendar selector in Project > Report > Resources

1. The options in the dropdown menu AND the functionality are outlined below

  • Entire Project


2. For each report, it will show the dates as:

  • From: Start Date of Project
  • To: End Date of Project


  • This Week Only

1. For each report, it will show the dates as:

  • From: Monday of the current week
  • To: Sunday of the current week
  • Next Week Only

1. For each report, it will show the dates as:

  • From: Monday of next week
  • To: Sunday of next week
  • This Week to Project End
    (DEFAULT OPTION for all new Project Types)

1. For each report, it will show the dates as:

  • From: Monday of the current week
  • To: End Date of Project
  • Next Week to Project End
    1. For each report, it will show the dates as:
    • From: Monday of the next week
    • To: End Date of Project

2. For ALL ‘Live Projects’, the option that will be selected is ‘Entire Project’

 

Planned Future Releases:

 

  • Portfolio Dashboard Design and Functionality Updates
  • Ability to select the template (and add one) from a dropdown menu (can save different dashboard templates under different names)
  • Pages allowing them to drag and drop / move around within the dashboard
  • Project > Deliverables Updates
  • Only for Deliverables auto-populated from schedule, we will make the user select the ‘Project Phase’ within the schedule if they select it to be a deliverable.

 

  • Project > Quality Management Updates
  • We will require an approver for when a User uploads a Quality Management document at the same time an ‘approver’  for Quality Management  if a new quality management item is attempting to be added
  • Portfolio Reporting > Ability to Filter by Project Type
  • We will add a Filter by "Project Type" in Portfolio Reporting
  • Systemwide 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