0
6.0.0
Zurich Patch 4, Zurich, Yokohama Patch 9, Yokohama Patch 5, Yokohama, Xanadu Patch 9, Xanadu Patch 4, Xanadu, Washington DC Patch 8, Washington DC Patch 4, Washington DC, Vancouver Patch 9, Vancouver Patch 8
Strategic Portfolio Management - Centralized interface to manage and track financials. Financials Core is an internal application built on the base of the 'Investment Funding' application to enable Financial Planning of execution and strategic work entities in a generic model. Financials Core also contains the code base for the Investment Funding application which supports the capabilities to add and allocate funds for Pro customers.
- Financial planning functionality for Demands, Projects, and Epics as part of Project Workspace and Strategic Planning Workspace
- Create financial baselines and compare the financials between baselines to track and analyze the changes in financials for Demands, Projects, and Epics
- Add and allocate funds to investment entities using the Investment Funding application for Pro customers
New :
1. Benefit Forecasting & Tracking Enhancements
A new feature to forecast and track monetary benefits for work items / planning items. Key capabilities include:
- Identify and categorize Benefits
- Rolling benefit forecasting
- Create and manage baselines
- Track and compare actuals monetary benefits
- UI enhancement to track benefits
2. Multi-Currency Support for Work Items & Planning Items
Manage financials in multiple currencies. Using the defined Functional and Investment currency, you can:
- Define additional currencies to manage financial records
- Enter forecasts and actuals
- Capture budget
3. Labor Cost Plan Generation from Resource Assignments
Generate labor cost plans based on resource assignments on Planning Items.
- Generate labor costs manually or via scheduled job based on resource assignments.
- Support for planning attribute configuration to utilize task attributes from Planning Items.
- Auto-populate Expense Type on Planning Items using the default system property.
4. ACL Support on Financials Page
The Financials page now fully honours Access Control Lists (ACLs) to manage expense line entries and budget approvals.
Fixes :
- Improved performance for Financials widget loading.
- Intermittent issue where Investments were not correctly associated with the corresponding Planning Item.
- Resolved issues with the Full Scope Actuals column and the EAC widget.
- Fixed budget amounts not reverting when selecting “Yes” on the Discard Changes modal window.
- Added distinctions between Planned vs. Forecast columns in the Project Workspace.
- Correct display of numbers showing a trailing minus (–) sign in financial widgets when SAR is selected as the investment currency.
- Fixed incorrect display mode shown after editing the budget amount and switching modes.
- Resolved an issue where approving budgets in the Strategic Planning Workspace created duplicate Activity Log entries for capital and operating budget fields.
- Fixed an error message that appeared when creating a Project from a Demand: “An investment for this project already exists…”
- Fixed an error where expense lines are resetting to zero after time card approval.
- Corrected fiscal period cost breakdowns not honoring the user’s time zone.
- Fixed an issue causing the last cell in cost plans to blank when created outside the valid time scope.
- Corrected error messaging for Financials in SPW when fiscal periods are missing and Expense/Cost Types do not appear as choice fields.
- Minor UI improvements and cosmetic bug fixes.
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Install the following plugins on your instance:
- Ag-Grid Components Plugin (Plugin Id: com.snc.app.grid)
- Widgets (Plugin Id: com.snc.app.widgets)
- Fiscal Calendar (Plugin Id: com.snc.fiscal_calendar)
- FX Currency (Plugin Id: com.glide.currency2)
- Planned Task_v2 (Plugin Id: com.snc.planned_task_v2)