30th September Release Notes

New - Inline % Complete Editing in Gantt View

We understand that efficiency is paramount when it comes to project management. That's why we're happy to introduce our latest enhancement: direct progress tracking within the GANTT view. 

You no longer need to navigate through individual task dialogs to update the completion percentage. Simply adjust the '% Complete' column directly in the GANTT view, hit enter, and seamlessly move to the next task's completion cell. 

This streamlined feature is designed to save you time and make the task of updating project progress more intuitive and efficient.

New - Leveraging Catalog Types for Strategic Project Impact and Organizational Insight

Catalogs foster collaboration by allowing you to describe the environment in which your projects operate and are essential tools for organising and comprehending an organisation's structure. They provide a structured taxonomy that categorises and explains how projects interact with other components within your organisation.

The benefits of catalogs are significant. They help stakeholders make informed decisions by understanding how a project impacts other organisational entities. Catalogs enable a thorough assessment of the implications of a project by considering its relationships with offices, applications, KPIs, other projects, and strategic drivers.

For example, you can utilise Catalogs to maintain a centralised list of applications used in your organisation, with details logged against them including contractual and licensing details, as well as technical information. When a project directly affects an application, you can tag the corresponding Catalog Item (application) to the project. This allows project managers and stakeholders to understand dependencies and access crucial information essential to project success.

Catalogs can be utilised in various contexts, acting an asset register to assess the impact of projects on different assets and aligning projects with the organisation's strategic pillars. They also serve as spaces for collaboration and management.

In summary, catalogs are potent tools for organising and comprehending an organisation's structure. They enhance decision-making, foster transparency, and enable effective project management for improved outcomes.

If you'd like to learn more about catalog types and how to set them up, please contact you Account Manager.

New - Export Sub Projects and Schedule Tasks' Previous Status to Word and PPT

As part of our ongoing commitment to enhancing our reporting features, this release brings improvements to our export functions to Word and PPT. We have added new binding elements for you to be able to export the previous status update information (date, Rag and strapline) of subprojects and schedule tasks.

And ...

• Resource Missing Forecast component - you can now select the date range (Next 6 months, Next 12 months, This financial year) you want to see data for.
• Data Administrator can now download the User file from the Data Administration page.
• Saving resource dashboard will now default to the dashboard layout you are saving from.
• Filtering on Primary PM, Owner and Business Owner on project dashboards was not returning the correct data.

16th September Patch Release

Improvements and Fixes

• The project charts were not rendering project owners data. 
• We have improved the Schedule Bulk edit functionality to update the task's status based on the % complete value.
• The Resource Move Allocation functionality has been added back.
• The Financial Details Export was sometimes failing to return custom property values.
• The RDB was not processing records with Timesheet Exempt role correctly.
• Performance and memory utilisation have been improved in this release.

8th September Release

Project Schedule

We've enhanced the Project Scheduling capabilities, introducing refined date calculations, advanced weekend handling, and improved integration with Microsoft Project for a more precise and consistent scheduling experience. The changes include:

• Project Schedule Bulk Edit now features an Effort column, which represents the number of working days. When uploading project schedule bulk edits, the primary source of schedule items date information is now calculated using StartDate + Effort / EndDate - Effort.
• With Include weekends turned off, Start Dates will now consistently be pushed to the next working day.
• With Include weekends turned off, End Dates will be pushed back to the most recent Friday.
• When you update start date & duration or change a successor task (a task with an incoming dependency) then the new date offset from its predecessor will become the new lag. Any successors of this task will move based on the lags already in place.
• Dependency lags now factor out weekend days if the Include Weekends setting is turned off.
• When uploading Microsoft Project plans with Include Weekends turned off, Start Dates falling on weekends will now be pushed to the next working day, and End Dates falling on weekends will be pushed back to most recent Friday.
• With Include Weekends turned off, tasks with a duration of 1 day and scheduled for weekend will be pushed to next working day.

Enhancements

• It is now possible to get Power BI export reports from Boards, enabling you to visualise board dataset within Power BI.
• Project Templates Schedule Simplification: Use earliest Start Date and use that as the date offset for all dates in plan.

Fixed

• User Export report from Data Administration page has been changed to show the earliest start date of resources.
• The layout of the meeting minutes emailed to attendees has been improved.