0
7.1.0
Australia, Zurich Patch 7, Zurich Patch 4, Zurich, Yokohama Patch 9, Yokohama Patch 5, Yokohama, Xanadu Patch 9, Xanadu Patch 4, Xanadu
Standalone Application
Strategic Portfolio Management - A new and improved Project Workspace provides a better user experience for project managers. A modern, intuitive UI to plan and manage all work which includes enhancements to the project homepage, details page, and planning page.
New project details provide a better UI in Next experience for users to view the details of a project. The new project planning module provides a better UI and UX experience with performance-enhanced scheduling, task drag & drop, bulk edits, and copy & paste.
An improved RIDAC experience provides a single view to manage all risks, issues, decisions, actions, and request changes in a project. Create, edit, convert, and associate RIDAC records in an easy-to-use editable grid.
The updated financials experience helps users to plan, re-forecast the planned costs, and create actual cost records from a simple, centralized interface in a fast and efficient manner.
The Project docs provide a collaboration space for project managers where they can take notes, add documentation, and collaborate with team members.
New Project Status report leveraging the Docs component so that project managers can configure and customize status reports easily and more efficiently.
- Details section in the new project workspace to view all the details of the project
- Create projects and update project details such as assignee, state, and phase
- Create, manage, and update project task details such as assignee, dependencies, duration, start and end dates, percent complete, state, and phase
- Use quick UI actions such as drag and drop, copy-paste, right-click menu, and bulk edits to enable more efficient planning
- See project tasks in list and timeline format
- Enable project actions such as move project, apply a template, import project, and export project
- Create baselines and view critical paths on the project timeline
- Support of large projects with over 10,000 tasks
- Platform and email notifications for task assignments
- RIDAC page to manage all Risks, Issues, Decisions, Actions, and Request Changes in a single location
- Create, Edit, Convert, and Associate RIDAC records
- Manage resources at Project and Project task level
- Create, update, and delete user/group/attribute-based assignments for a project/project task
- Create, update, and delete attribute based assignments for a project/project task
- Create and update cost plans from a side panel or in-line in the financials grid
- View, edit, or create expense lines against the cost plans
- Create financial baselines to capture the status of financial costs at any instance
- View the list of financial baselines and select any two to compare for easy analysis of cost changes over time
- As a portfolio manager, approve budget top down or bottom up to the projects by expense type or cost type
- As a project manager, compare the latest costs with the approved budget in a detailed view to identify budget overruns
- Create project docs to manage ideas, strategize, take notes, and collaborate with team members
- Create, configure, and customize a project status report to give teams and key stakeholders a snapshot of a projects health and overall status
- Ability to view, approve, and modify a resource's capacity all in one view with the new resources page
- Integration with HAM hardware requests with the ability to view asset requests related to projects
- New
- Rename to "Resource Assignments" on Planning
- Australia|HAM hardware request integration with SPM
- Home page perf optimization
- RMW grid via UXF interop config
- "Generate Labour Costs" UI migration for demand
- Honor column-level custom ACLs on planning
- Fixed
- BR not throwing error in resource assignment
- New rate_model changes
- Disable Comment in Activity section for project user
- Switching effort types mid-assignment issues
- Risk/Issues/Action missing related items on Analytics
- PRJTask missing after template applied without refresh
- Uneditable Decision Status in RIDAC
- Subproject Key Milestone not on status report
- Delete Status Report creates empty record
- "Configure Project Insights" missing when already configured/scheduled
- Schedule Baseline not created from details
- Resource Plan End Date next day vs prj end date
- Prj card Start/End Date label not updated
- [Ext]Cost Trend Analysis not translated
- Status report inserting with empty prj
- Resource/cost plan not deleted on child task removal from planning console
- Date Pickers ignore 1st day of Week in Planning
- Repeated record opens without refresh causes longer load times
- Can't delete cost plans
- Prj class display order varies by language
- "Resources not synced" bug with dd/MM/yyyy
- PWS breaks with false filter conditions
- tsp1 Phase creates pm_project_task instead of tsp1_project_task
- Required plugins and products - PPM Standard
- Dependencies - sn-task-planner, sn_invst_pln, sn-datagrid, sn-docs, sn_plng_att_core, sn_rm_ws
- Properties that need to be created or set to activate the content pack - None
- Affected business rules - None
- Affected script includes - None
- .jar files that need to get uploaded, if applicable - None