26th November Patch Release

Enhancements and Fixes

• Financial Detailed Export: The export file format has been updated to include two additional columns: Business Driver and Tier, providing more comprehensive data for financial reporting. 
• Export to Template: The SortBy functionality, previously available for PowerPoint templates, is now also supported for Word templates, allowing for better customisation and organisation of exported data. 
• Keyboard Shortcuts: Mac users can now utilize the Opt + C shortcut, bringing seamless compatibility and support for accessing commands across platforms.

22nd November Patch Release

New - Resource Dashboard Capacity Insights

The Resource Dashboard and Placeholder Capacity dashboard now includes monthly capacity lines, providing a clear visual comparison between total resource allocations and total resource capacity. This enhancement simplifies the process of identifying over-allocation or under-utilisation, enabling better resource planning and management.

Fixed

• Schedule View: Resolved an issue in the project workspace where the month markers in the schedule view were offset by one month.

21st November Patch Release 

Enhancements and Fixes

• Export to Template: Added two new binding elements for financial exports.
  • PYFundingAmountValue: Exports the previous years' funding amount. 
  • PYVarianceFromFundingValue: Exports the variance between funding and actuals for previous years. 
• Project Dashboards: Improved the responsiveness of the executive dashboard.
• Meetings: Resolved an issue where emailing meeting minutes was failing.

18th November Patch Release

Fixed

• Gantt Image PDF Export: Resolved an issue where exporting large Gantt images to PDF would fail.
• Resource Team Management: Fixed an error that occurred when editing inactive teams.
• Project Search: Addressed a rendering issue on the search page to ensure proper functionality.

15th November Release

New Feature: Delivery Team Workspace - Centralised Resource Management for Cross-Functional Teams

The new Delivery Team Workspace is designed to meet the specific needs of project and portfolio managers, PMOs, and cross-functional managers, who often face challenges around resource visibility, shifting capacities, and complex dependencies. Acting as a centralised hub, the Delivery Team Workspace provides a comprehensive, real-time view of team assignments, resource availability, and overall capacity. This feature empowers delivery managers to allocate resources effectively, optimise team productivity, and respond dynamically to changes in project demands.

Key Benefits

• Enhanced Resource Allocation Visibility: The Resource Allocations component provides detailed insights into team members' monthly allocations across projects. This visibility helps managers compare allocation against capacity, identify any under- or over-utilisation, and make informed decisions to ensure resources are deployed optimally. Use the Allocation Chart and the Allocation Grid to:

  • See which projects your team members are assigned to and understand how resources are allocated month-by-month.

  • Clearly see the team's total capacity for each month to make informed decisions about allocation distribution and project planning.

  • Compare how your team’s available capacity aligns with the allocation needs, helping you identify gaps or potential areas of over-utilisation.

  • Quickly identify under- or over-allocated team members and make adjustments to ensure balanced productivity across the team.

  • Review the actual time recorded against forecasted allocations to monitor accuracy, adjust future planning, and improve resource management.

• Dynamic Project Overview: The Projects section of the page provides delivery managers with a clear view of all projects their resources are currently engaged in, including the status of each project. This overview allows managers to quickly assess not only where resources are allocated but also the progress and health of those projects. By having direct visibility into project statuses alongside resource allocations, managers can identify potential risks, adjust resource plans, and address any emerging issues proactively.

• Visibility into Meetings and Boards: The Boards and Meetings sections provide insights into team members' commitments outside of projects, enabling a fuller understanding of each resource's workload and collaboration needs across various initiatives.

• Centralised Actions Management: The Actions section consolidates all tasks assigned to resources within the team, whether they're project-based, board-related, or global actions. This overview allows managers to ensure actions are balanced and deadlines are met, keeping the team aligned with project timelines.
  
  

This workspace is essential for cross-functional and delivery team managers aiming to maintain agility, optimise resource utilisation, and enhance collaboration within and across projects. The Delivery Team Workspace embodies Agile principles by facilitating responsive planning, making it an invaluable tool for organisations seeking to drive successful project outcomes.

You can read more about Delivery Teams here.

Setting Up and Accessing Delivery Teams

User administrators can set up delivery teams, assign roles (owners, facilitators, viewers), and configure default rate cards to support financial forecasting. 

Resources are allocated to teams by updating the resource plan in each profile, which records their team assignments over time.

Access to the Delivery Team Workspace is available via Teams in the top banner, allowing team mangers, members and stakeholders to gain insights into team activities. 

For detailed setup and access instructions, please refer to the knowledge base article here.

New Feature: Flexible Task Allocation for Multiple Resources

We have enhanced the flexibility of task assignments in this release. Previously, if a task was assigned to multiple resources and a specific number of hours had been specified, they were automatically split equally among the resources. This default behaviour was limiting as it did not allow for individual adjustments based on each resource's capacity or needs. 

Now, you can assign a task to multiple resources and specify the exact number of hours for each assignee. This feature allows for more accurate scheduling and resource planning, ensuring that workload distribution matches each team member's capacity and skills effectively. 

This update provides better control over task management, enabling more precise allocation and improved project efficiency.

New Feature: Enhanced Phase-Based Filtering and Grouping on Project Dashboards 

We’ve introduced an enhanced filtering option for project dashboards, allowing users to filter projects based on the end date of their current phase. This new filter enables quick access to projects with phases ending in specific timeframes, such as "Next 30 Days," "This Month," or "This Financial Year," providing better insights into upcoming milestones. 

Additionally, the "Projects with Status" component now supports grouping projects by phase, offering a more structured and phase-centric view of projects. These updates make it easier to track project timelines and prioritize tasks, ensuring that project teams remain aligned with strategic objectives.Ability to filter by phases

Enhancements and Fixes

• Timesheet and Correction Bulk Edit: You can not set whether the timesheets and the corrections should be automatically approved when created using bulk edit or whether they should submitted for manager approval.

• Timesheet Submission: The timesheet edit page was failing to display all projects the resource was allocated to if two or more projects had the exact same name. The projects were considered as the same projects instead of distinct projects.
  
  
• Timesheet export: New columns have been added to the timesheet expot file:
  • Financial reference (column Q)
  • Project alternate reference (column Y)
  • Project cost centre (column Z)
  • Resource's division, department and team (column AO, AP and AQ)
    
    
• Automated Account Creation When Logging With SSO: The instance can now be configured to automatically create a user account when a user tries to log in using SSO. Please talk to your account manager if you need this feature turned on on your instance.
  
  
• Schedule Bulk Edit: Baseline Start and Date columns have been added to the Schedule Bulk Edit file to allow PMs to edit the baseline dates. Please note that the ability to edit schedule task baseline dates is dependent on the instance configuration. If the instance has been configured to not allow PMs to change baseline dates using bulk edit, then these columns will be ignored when processing the bulk edit upload file.
  
  
• Impact Bulk Edit: Downloading the impact bulk edit file will not also include closed impacts.
  
  
• Export to Template: Fixed an issue where generating a Word or PowerPoint report was failing to return the Gantt image if the user had logged in with SSO.

7th November Patch Release

Enhancements and Fixes

• Project Details Export: Added a new column to the project details export, allowing the percentage complete value of the project to be included in the export.

• Project Details Bulk Edit: Enhanced the bulk edit process to validate user records using either the user record’s username or external reference, ensuring greater flexibility and accuracy in user validation.

• Gantt View Overlapping Text: Resolved display issues in the Gantt view where task labels were cut off, and addressed an issue with the financial year toggle for clearer and more readable visuals.

1st November Patch Release

Enhancements and Fixes

• Project Details Display: The project timeline and project phase dates have been split into two distinct components to improve readability and clarity in project details.

• Customisable Implementation Date Label: You can now rename the "Implementation Date" field to better align with your organisation’s terminology, such as "Go-Live Date" or any preferred term. Project administrators can customise this label in the Project Labels & Field Names settings.

• Project Pipeline Board: Fixed an issue where custom properties of types like multi-option, rich text, and text area were not being copied correctly when creating a project from a card on the pipeline board.

• Export to Template: Resolved an issue where the "Sort By" filter element was not removed when generating reports from report templates.

• Schedule View Date Range Filters: Corrected the functionality of date range filters in the schedule view.

• Project Financials Display: Addressed an issue where some entries were incorrectly displayed as Opex in the user interface.