Release Notes: v1.0.24
Release Date: 25 January 2017
The following are the major features included in this release:
- Company Level > Member > Resource Utilization Chart
- We have added a new Chart under the ‘Member Details’ and ‘Project Associations' that is called “Resource Utilisation"
- This will only show Resources that are ‘Assigned Users’ within the system (which is shown in the project levels ‘Resourcing’ section as “Assigned User”)
- In the Chart within different periods, would show if the Member is in Over/Under/Average Capacity as displayed with color:
- Red: Over capacity by +5%
- Green: Between Capacity +/-5%
- Yellow: Under capacity by -5%
- Portfolio Level > User > Resource Utilization Chart
- When you click a User link from Portfolio Resource Utilization table, We have added a new Chart under the ‘Member Details’ and ‘Project Associations' that is called “Resource Utilisation"
- This will only show Resources that are ‘Assigned Users’ within the system (which is shown in the project levels ‘Resourcing’ section as “Assigned User”)
- In the Chart within different periods, would show if the Member is in Over/Under/Average Capacity as displayed with color:
- Red: Over capacity by +5%
- Green: Between Capacity +/-5%
- Yellow: Under capacity by -5%
- Project/Portfolio Report > Notes/Comments Boxes Increase Character Limit
- To accommodate more detailed notes for Reporting, - We have Increased Report character limits
- ‘Executive Sum.’, ‘Project Summary’ and ‘All Appendices’ from 250/500 to 1,000 character limit
- The rest of boxes from 250 to 500 character limit.
- Project Department Approver & Approver Workflow
- Manage approver users / groups based on ‘Department’ of Projects
- We have added a Department Approver role per department who will approve/reject :
- Pipeline: Opportunity Approver
- Pipeline: Kick-Off Approver
- Project Start: Approver
- Project: Close Initiator
- Project: Close Approver
We will be limiting to only 1 Department Approver per Department, to be identified at the Department Naming Convention Table > Department Approver role.
- Portfolio Overview/ Reporting > Project Summary > Add "Overall Trend" & "Overall Status" Column, Add 4 Status beside 4 Trends and Actual FFC Column
- We have added an "Overall Trend" & "Overall Status" column in Portfolio and for each project.
- We have added Actual FFC column next to 'Total Cost' column
- We have added 4 Status beside each of the Trends
The 4 Status and Overall Status for each project in the project Summary will pull from the Latest Project Report be it Weekly or Monthly (whichever is the latest).
If PM did not place Status on the latest Report, it will display REDs.
Planned Future Releases:
- Project Budget > Updates
- Fixing Logic to match the new data saving for historical period, ETC and To Date Forecast
- Company Portfolio
- We will be creating a Company Portfolio functionality that will display all data from all projects from all Portfolios in the company.
- Data will be automatically pulled from all projects from all portfolios in the Company. No Add/Update
- However, it will have an independent Reporting and Settings capability
- Company Admin + Update Portfolio Permission will have Permission to create new Report or edit Portfolio Setting by default and they can assign other user to Company Portfolio later.
- Sub-Portfolios/Project Portfolios (Programs )
- We will be creating the concept/function of Sub-Portfolios/ Project Portfolios which will be a part of a bigger Portfolio (Business Delivery Portfolios) but with defined funding for the Business Delivery Portfolios and each of the Project Portfolios under it.
- Both Business Delivery Portfolios and Project Portfolios have reporting options to define and filter multiple views:
a) Summary overview as already available (have recommendation on some changes)
b) by Investment Project category e.g. Cost Reduction, Revenue Growth
c) Investment Business owners different to Project Business who delivers the project