The list below is a large portion of the major customer identified changes and does not contain all items changed or modified during this release. If you are looking for information about a specific item and do not see it below, contact support@planifi.net.
The release notes for May 2019 are divided into these areas.
Features
| Tracking key | Summary | Area |
|---|---|---|
|
MPP-3409 |
You can now sort the Employee list by lastname |
Plan > Plan |
|
MPP-3403 |
Added scrollbars to tabs where the data exceeds a single page |
|
|
MPP-3386 |
Capacity Tab now loads data correctly with mode set to weeks |
Forecast > Capacity |
|
MPP-3379 |
Changing the phase schedule now calculates manually assigned hours correctly. |
Plan > Plan |
|
MPP - 3377 |
Removed time from transaction date |
|
|
MPP-3376 |
Added a Logout button to the Configuration Application window. |
Configuration Application |
|
MPP-3366 |
Added a new setting "Use Estimate Level Probablity" to use Estimate Project level Probability instead of Fee Wbs2 level risk factor/probability. If this setting is enabled, then Apply Estimate WBS1 Probablilty instead of fee/risk factor. |
|
|
MPP-3363 |
Users can now choose hours and type when adding a new assignment in Manage tabs. |
|
|
MPP-3354 |
Removed cents/decimals from Labor Available Plan Phase values |
Plan > Plan |
|
MPP-3325 |
Added Unplanned Employee JTD to Labor Available at phase level on a plan |
Plan > Plan |
|
MPP-3290 |
If the AutoImportBudget setting is enabled, the Fees/Budget dialog will be read-only on the Plan tab. |
|
|
MPP-3264 |
Added Show History to Project Staffing |
Manage > Project Staffing |
|
MPP-3261 |
If AutoImportBudget is enabled all values, the following fields are updated:
|
|
|
MPP-3257 |
Assignments tab now uses Employee discipline instead of Role Discipline in results. |
Manage > Assignments |
|
MPP-3163 |
Added Project Staffing view schema support to Plan detail view. |
Plan > Plan |
|
MPP-2930 |
Customers can now see and plan against projects and phases with the following status at WBS1 and WBS2, on the Billing, Forecast Schedule and Employee Schedule tabs. |
Manage > Billing Projection Forecast > Schedule Forecast > Employee Schedule |
|
MPP-2924 |
Added Show Opportunity option on the project staffing tab, so customers can view estimate/opportunity projects. |
Manage > Project Staffing |
|
MPP-2905 |
Fixed an issue where you were unable to change hours in Assignments after editing project staffing. |
Manage > Project Staffing Manage > Assignments |
|
MPP-2904 |
Added the ability to edit or delete phase hold on the Billing Projection tab. |
Manage > Billing Projection |
|
MPP-2841 |
Forecast Schedule is populated with data only if WBS1 is active. |
Forecast |
|
MPP-2833 |
Added encryption support for Outlook. |
|
|
MPP-2808 |
Modified Capacity charts to show Unassigned Resource Breakout Project and Opportunity assignments as separate bar elements. |
Forecast > Capacity |
|
MPP-2807 |
Added an option to include Hidden Employees on Capacity and Assignments tabs |
Forecast > Capacity Manage > Assignments |
|
MPP-2788 |
Included Project number on the Forecast Schedule tab |
Forecast > Schedule |
|
MPP-2715 |
Roles marked as hidden no longer show up in Capacity and Employee schedule role list. |
|
|
MPP-2700 |
Added Unplanned Hours to show history in Assignments tab |
Manage > Assignments |
|
MPP-2685 |
Added support ledger Org to Revenue tab |
|
|
MPP-2682 |
You can now choose phases in task dialog on Plan tab |
Plan |
|
MPP-2660 |
Added the ability to save your work, with warning dialogs when you switch between tabs |
|
|
MPP-2645 |
Added a new Complete toggle to the Edit Schedule Dialog. When you turn the toggle on, the project is marked as 100% complete, and removed from billing projections. |
Forecast > Schedule Manage > Billing Projections |
|
MPP-2614 |
Visual Planning now supports Expense Budgeting, similar to Project Analyzer. |
|
|
MPP-2613 |
Visual Planning now supports Consultant Budgeting, similar to Project Analyzer. |
|
|
MPP-2612 |
Modified budgeting columns in Plan budget:
|
Plan > Plan |
|
MPP-2228 |
Users with appropriate permissions can now clear all projections. |
|
|
MPP - 2190 |
Added a new security role for My Assignments, where user can view or assignments allocated to them, depending on permissions. |
Manage > Assignments |
|
MPP-436 |
When you put a phase on hold and the schedule is linked with follows, the hold now extends for the entire duration of the phase hold even if it crosses phases. This is indicated by 0 dollars projected for each of those months. |
Manage > Billing Projection |
Bug fixes
- The last row in the table is hidden (MPP-3498)
- The 'View all' pop up doesn't close on clicking on 'SAVE' button (MPP-3488)
- Project data does not display on the Details tab (MPP-3435)
- View Projects permission works incorrectly on Employee Schedule and Capacity tabs (MPP-3434)
- The months with History display even after you turn off the filter and refresh the table (MPP-3433)
- Inappropriate data displayed in table after crossing the page in Project Staffing tab (MPP-3413)
- Changing Estimate from Total to Weekly created duplicate assignments (MPP-3365)
- Projects are not displayed in 'edit schema' pop up (MPP-3348)
- Estimate hour values change based on other edits. Also problems changing from weekly to total and then to edit (MPP-3332)
- Budget Hours not saved after reloading, after a change to the hours (MPP-3255)
- 'Working Budget is calculated incorrectly if you add 'Employee' to Phase column (MPP-3249)
- Save button resetting editing hours (MPP-3219)
- Not possible to save changes on the Details tab after making changes (MPP-2933)
- Contingency ($) values are reset and calculated incorrectly, after reopening window (MPP-2866)
- Percent of Fee Budget Method Causes Extra Header rows (MPP-2823)
- Column name 'Duration' in 'View all' pop up exists with incorrect name (MPP-2783)
- A Blue side panel displays on 'Schedule Listing' section (MPP-2749)
- ETC, EAC and other values are not being recalculated after being changed in Manage Assignments tab (MPP-2745)
- Customers can't change % Probability without Budget and after adding budget and saving assignment, it still shows 0% (MPP-2742)
- System crashes on clicking 'Add all items to budget' icon (MPP-2735)
- Issue related to using copy and paste with the employee Period set to Manually (not Total or Weekly) (MPP-2724)
- The program freezes after clicking on 'Delete' icon if 'Default' schema is displaying (MPP-2714)
- The Schema Name still displays after it has been deleted if there is only one schema in the list (MPP-2713)