1. Added Cell Coloring based on phase type as an option
This allows cells to be colored based on your firms configured phase colors.
2. Added New Email Alert Notifications
You can now enabled notifications for:
- Billing Projection not updated in a given number of days.
- Employees charging time before or after a phase is scheduled
- A project’s planned profit is less than the target
- If a project plan has not been updated in a given number of days.
- For changes made to an employees task due date.
- For an employee being overscheduled for x number of weeks or by a provided % during any week.
3. Changed default behavior for show current phase on employee grid view.
The default behavior now is to only show assignments in the current duration window selected. For example if you choose to show the next 8 weeks or 8 months, then only assignments that have scheduled work in the next 8 weeks or months will appear. If you’d like to see all future assignments, including assignments that won’t begin in your chosen duration window, then enable ‘Show All Future Assignments’.
4. Added ETC mode editing as a grid option
In the project grid, you can now edit the remaining/future ETC hours by editing the ETC total hours, or ETC hours per week.
5. Added secondary sorting to grids.
Hold Ctrl to select a secondary sort column. For example you can sort by office and then hold Ctrl and select role to sort roles within an office. Additional sorts may also be added.
6. Added progress chart to the plan tab header.
The progress chart shows the total project fee with charts for JTD, ETC and over/under amount. Additionally there’s a marker for % schedule complete and if enabled Earned Value %.
7. Added Duration in weeks as project grid column.
In the schema editor duration can now be shown as a value:
8. Added phase only option to the projects schedules for improved sorting
This option will only show project phases, which improves sorting for upcoming or completing project phases.
9. Add user option to show alert in employee grid view if any phase has Labor Available < 0
In users profile, enable the ‘Enable Labor Available info’ option and any assigned works in the employee grid view that are scheduled on phases that are projected to go overbudget will show up with an I notification.
10. Added the ability to choose duration reporting modes of day, week, or month in user profiles
This reports the duration value in Gantt charts using your preferred mode. Change the value in your
11. Added Proforma reporting
This a configurable report that uses ERP or Planifi budgets by office/profit center to report on Budgeted, Actual Expenses/Costs again Budgeted or Actual Revenue to show profit.
12. Added % of total fee editing to the project billing projection
In the Billing options change the Percentage mode to Total Fee %
Then the % of the total project fee can be viewed and edited.
13. Add option to working budget profile to use Total Planned instead of working budget
This option replaces the phase column cards with calculations using Total Planned values instead of Working Budget values.
Enable this option in your profile
14. Added variables to outlook for Variance of Hours and Start /End Dates
In your profile the outlook integration can be configured.
15. Rates are available as a column on project staffing grids.
Rates can now be displayed on the project grid view.