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 please contact support@planifi.net.
The release notes for January 2019 are divided into these areas.
Features
| Tracking key | Summary | Area |
|---|---|---|
|
MPP-2728 |
Clear button no longer changes bill rate toggle on Project Staffing and Earned Value. |
Manage > Project Staffing Manage > Earned Value |
|
MPP-2711 |
Added the Org column to ledger tables (AR, EX,AP, MISC) in Deltek sync tables, and Org to the sync data. |
|
|
MPP-2699 |
Added Overhead and Marketing/Promotional type projects to Visual Planning. |
|
|
MPP-2684 |
Multipliers now do not include overheads. |
|
|
MPP-2670 |
Filters now expand and collapse across all tabs. |
Plan, Manage, Forecast |
|
MPP-2668 |
Columns not visible in Assignment Grid are not calculated to improve load times. |
|
|
MPP-2665 |
You can import opportunity data from Deltek into Visual Planning. |
Deltek Import |
|
MPP-2651 |
When you add or edit a card in Plan tab, the Budget Value is captured and saved to the Project. |
Plan > Plan |
|
MPP-2650 |
Changed default color from green to black. Also, you can now set/customize your own color using Color settings. |
Settings |
|
MPP-2644 |
Removed Inactive phases from vision on the Billing projection tab. |
Manage > Billing Projection |
|
MPP-2643 |
Plan values are now updated with unsaved resources, so when users drag employees that are not saved, the ETC and JTD estimates are automatically calculated. |
|
|
MPP-2642 |
Added support for budget cap in profit calculation, so if spend exceeds fee, profit is reduced accordingly. |
Manage > Billing Projection |
|
MPP-2630 |
Fixed full screen mode so that it does not cover the taskbar and Start button. |
|
|
MPP-2626 |
Added the ability to schedule and edit new projects/phases from the Forecast Project Schedule. |
Forecast > Schedule |
|
MPP-2622 |
Fixed names for employees if preferred name is "or' |
|
|
MPP-2615 |
Fixed Show history on Assignments tab to only show the prior number of weeks the user chooses and not any future weeks. |
Manage > Assignments |
|
MPP-2608 |
You can edit dates in Billing Projection. This will change the dates in the phase table. If the show unscheduled phases is used this creates a new schedule entry in the phase table. |
Manage > Billing Projection |
|
MPP-2595 |
Added Potential Revenue as a field to the Project Staffing tab. This is calculated as (Labor Fee - ETC), and the field is hidden by default. |
Manage > Project Staffing |
|
MPP-2520 |
Total Labor hours are now shown at employee level on the Plan tab. |
Plan > Plan |
|
MPP-2519 |
You can now import employees that have charged time (in LD table) in import on Plan tab (project team). |
Plan > Plan |
|
MPP-2484 |
Added Role Type as a filter option on the Employee schedule tab. |
Forecast > Employee Schedule |
|
MPP-2428 |
The Phase fee now automatically updates when you edit Labor & Non Reimb Cons and Expenses. |
|
|
MPP-2410 |
Added an Import from Vision button on the Roles configuration setting web page to import roles from vision categories. |
|
|
MPP-2187 |
Added Labor Available Discipline on Assignments tab. |
|
|
MPP-2186 |
Modified discipline budget enhancements on Plan tab. |
Plan > Plan |
|
MPP-2183 |
You can now access settings page (using the cog icon) from Configuration Application dialog. |
|
|
MPP-2166 |
You can now set phase colors by phase type value and default colors on Schedule tab in Forecast. |
Forecast |
|
MPP-2016 |
Added the ability to choose order of columns on grids, to allow you to compare values. |
|
|
MPP-1869 |
Modified authentication/validation settings for Visual Planning Auto Updater. |
|
|
MPP-418 |
Fixed scrolling on the schedule view in the case of large phase list. |
Forecast > Schedule |
|
MPP-2708 |
Added new columns to the BTF table for Deltek import process. |
Deltek import |
|
MPP-2707 |
Added column chargetype to PR table for Deltek import process. |
Deltek import |
|
MPP-2657 |
Added Category column to VE table for Deltek import process. |
Deltek import |
|
MPP-2636 |
Actual and Planned Values now equal grid on the Billing Chart |
Defects
| Tracking key | Summary |
|---|---|
|
MPP-2838 |
Fixed issue where the application was crashing on changing and saving data on the Project Staffing tab. |
|
MPP-2669 |
Fixed error where the application crashed on selecting a project on the Project tab. |
|
MPP-2661 |
Resolved issue where discipline budget button still visible after it was disabled. |
|
MPP-2658 |
History on Billing tab now shows correct prior month. |
|
MPP-2656 |
Fixed error where Show history on assignments did not display correct plan vs actual values. |
|
MPP-2655 |
Resolved issue where Labor Detail displayed HTML in comments. |
|
MPP-2654 |
Fixed beta build date on Billing Projection. |
|
MPP-2652 |
Fixed table key violations. |
|
MPP-2649 |
Turning off role permission to Project Tab no longer hides all of the Forecast Tabs. |
|
MPP-2647 |
Fixed issue where the application crashed after opening 'Billing Forecast' chart. |
|
MPP-2640 |
Resolved beta issues where you were unable to add columns. |
|
MPP-2639 |
Fixed an issue where adding an employee on Plan tab created a duplicate entry. |
|
MPP-2627 |
Fixed issue where the application crashed after editing date(%) column value. |
|
MPP-2445 |
Fixed application crash while reloading the page. |
|
MPP-2421 |
Resolved the 'Show Unposted Time' toggle button. |
|
MPP-2397 |
Fixed issue where Inactive Role options display in 'Role' tab. |
|
MPP-2063 |
The Warning message about applying filters no longer appears after 'Don't show this message again' toggle has been turned ON. |
|
MPP-1952 |
Resolved scrollbar issues on Plan/Details tab. |
|
MPP-1234 |
Fixed Schema Settings expand drop-down issues. |
|
MPP-686 |
Duration value now changes to 0 if 'Start' and 'End' date have been changed to 'None'. |
|
MPP-525 |
Resolved warning messages after Save and Cancel buttons on Budget pop-up. |
|
MPP-496 |
Projects' and 'Employee' tabs now hide correctly (similar to 'Filter' tab) |
|
MPP-490 |
Resolved UI issues with 'There is no data to display' message. |
|
MPP-488 |
Projects tab no longer changes size when you start typing. |
|
MPP-486 |
Fixed issues with Create New Project option. |
|
MPP-485 |
Resolved issues with Rate drop-down. |