ProjectPartner release notes

Release notes:

• NEW! Alerts function – automatically notify key people when Projects exceed specified parameters
• NEW! My Alerts window – view and manage Alerts notified to you
• NEW! Web links – associate web pages and online document repositories with Clients, Projects and Tasks
• NEW! Expense claim document attachments – upload receipts and other documents to support Expense claims and Sale transactions
• Save Expenses report as PDF or Excel direct from Expenses interface
• Simplified Expenses interface
• Original quantities and cost/charge values always visible in Billing Approval, even if overridden for invoicing and accounting purposes
• Functional responsibilities now fully-implemented in Client, Project and Task management, and available as receipients for Alerts
• Currency leveling in Dashboards and Reports when reporting on activities defined with separate currencies
• Entity-level customizable setting for measuring Budget Health against cost or charge values, in addition to the existing time value
• Improved and simplified login screen
• A variety of graphical improvements to the user interface

• NEW! Simplified installation and upgrade tools for On Premise customers
• Budgets interface improved for better clarity of individual Budget detail
• Budgets’ “Probability” weighting reflected in overall totals, providing more accurate cost and revenue forecasting
• Creation of new Projects optimized through pre-set data

• NEW! “Change User” functionality in Timesheet allows administrators to record time against other Resources within their Workgroup, e.g. recording activity for non-human Resources or recording sick leave for human Resources
• NEW! Saved Dashboard settings can be made available to other users
• NEW! “Recent” and “Favorites” sections in Dashboard, similar to Task listings in Timesheet
• NEW! Drag-and-drop functionality in Project Tree, Resource Tree and Settings Types to re-assign Tasks’, Resources’ and Types’ parent items
• GIF, JPEG and PNG image formats now supported in Document Management
• Some document types can be viewed directly from within Document Management, without the need to first download them to a local PC
• Realtive periods (“Current Financial Year”, “Next Quarter”, etc.) now available within Budget definitons if defined in Settings
• Minor updates to user interface throughout

• NEW! Significantly improved “snap to” functionality in Scheduling, including pop-up date management for more precise scheduling
• NEW! Improved Gantt zoom control in Scheduling provides more accurate scheduling
• NEW! Export function in Billing to save invoice data for import into QuickBooks
• Filtering option enhancements for Budget Breakdown reporting in Dashboards and Reports
• “First Created” and “Last Modified” auditing in Project Definition enhanced to update immediately and include date/time stamping
• Options to restrict Project Tree views to users’ Workgroup, with separate management of these views for Timesheet and Project Definition.
• Minor functionality anomalies resolved
• Minor updates to user interface throughout

• NEW! Advanced Search functionality in Project Tree
• NEW! Option to update Budgets’ effective date ranges when Client/Portfolio/Project schedule changed in Project Scheduling
• NEW! Export function in Billing to save invoice data for import into MYOB
• Inactive Projects’ Tasks no longer appear in Timesheet Project Tree
• A Client or Portfolio cannot be made inactive if it has active Projects; user is alerted to these Projects
• Significantly more efficient data handling throughout to boost performance
• Additional Dashboard and Reports filtering options
• Improvements to Dashboard labeling
• Ongoing improvements in functional consistency application-wide
• Minor functionality anomalies resolved
• Minor updates to user interface throughout

• NEW! Document management – upload PDF, Excel or Word documents and associate them with any Client, Project, Task, Resource, etc.
• PDF and Excel export now available from within Work Approval and Invoice Approval, in addition to the existing availability in Dashboard Reports
• New “stacked”, “overlaid” and “100%” bar chart options available in Dashboards
• Transactions recorded outside its relevant Budget’s timeframe have the nearest Budget’s rate applied
• Expenses and sales can be deleted from within the Work Approval and Invoice Approval transaction editor
• More intuitive behavior in the Work Approval and Invoice Approval transaction editor – transactions can be edited directly within the data table
• Minor functionality anomalies resolved
• Minor updates to user interface throughout

• NEW! Properties info in Project Definition – shows budgeted time, time recorded, scheduled time and estimated time to completion; “traffic light” icons used to indicate status in Projects Tree
• NEW! Properties info in Resource Definition – shows time available, scheduled time and time worked for a user-defined period; “traffic light” icons used to indicate status in Resources Tree
• Project Tree filtering retained when switching between views
• Budget Version labeling more intuitive to accommodate frequent budget reviews
• Improvements to searchability of transactions for work approval and invoice approval
• Ongoing fine-tuning of Dashboard data
• Minor corrections of user interface behavior in Timesheet, Project Definition, Project Scheduling and Resource Scheduling

• Context-sensitive Help files within application
• Significant resource scheduling functionality enhancements
• Project Tree selections remembered across application tabs more consistently
• Resource scheduling user interface enhancements
• Project scheduling user interface enhancements
• Invoice processing user interface enhancements
• Further data processing efficiencies resulting in improved performance throughout

• Last-used Task remembered when logging in to Timesheet
• New edit password (for logged-in user) and reset password (for administrator) functionality
• New “My Expenses” (available to all users) and “Grouped Expenses” Dashboards
• Enhancements to Microsoft Excel export functionality in Dashboards and Reports
• Enhancements to PDF and email export functionality in Dashboards and Reports
• Improved Dashboards and Reports performance
• Minor user interface changes throughout

• Export data to Microsoft Excel and update spreadsheets dynamically
• Dashboard and Report categorization updated
• Enhanced data grouping options in Analytics
• New Dashboard and Report: “Task Budget vs Actual Breakdown”
• “Cumulative” and “Projected” view options added to “Project Budget vs Actual” and “Task Budget vs Actual” dashboards
• Project Tree view mode (by Client, Portfolio or Workgroup) remembered across Timesheet, Project Definition and Project Scheduling
• More consistent data labelling in Project and Resource definitions
• Improved implementation of default selections and values
• Incremental performance optimization

• Additional graphing options in Dashboards
• Enhanced Grouped Timesheet and Unaccounted Time Reports in Analytics
• Enhanced data grouping and summaries in Reports
• Improved graph labelling in Dashboards
• Improved period definition – now supports reporting down to daily level over 50 years
• Incremental performance optimization

• User-defined tabs and fields available in Project definition
• Enhanced Dashboard and Report detail analysis options
• Address and Contact information now available for sharing across all Clients, Projects, etc.
• Improvements to Settings navigation: logical sorting of related sections and consistent tree navigation
• Project Tree “View by” mode remembered when changing between Timesheet, Project Definition and Project Scheduling
• More intuitive labels in user interface
• Incremental performance optimization

• Significant Dashboard data-handling improvements
• User feedback enhancements in Timesheet
• Continuing improvements to Project Scheduling
• Incremental performance optimization
• Miscellaneous bug fixes

• Better data handling in Project and Resource maintenance
• Better data handling in Project Schedule and Resource Schedule
• Consistent labeling of features and tools
• Incremental performance optimization
• Miscellaneous bug fixes

• Major application speed improvements
• Miscellaneous bug fixes

• Significant memory usage optimization
• Miscellaneous bug fixes

• All-new browser-based user interface introduced
• On-demand subscription licensing introduced
• Previously separate modules combined into one application
• Graphical dashboard reporting
• Gantt-based project scheduling and resource allocation
• Enhanced cost/charge rate definition
• Project portfolios and resource skills
• Multi-level budgets and multiple budget versions