0
6.3.0
Zurich, Yokohama Patch 5, Yokohama, Xanadu Patch 9, Xanadu Patch 4, Xanadu, Washington DC Patch 8, Washington DC Patch 4, Washington DC Patch 2, Washington DC, Vancouver Patch 9, Vancouver Patch 8, Vancouver Patch 7, Vancouver Patch 5
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.
- Switch between Classic and New Project Workspaces
- 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
- New
- Redirection to resource management workspace from project workspace
- Ability to sync resource assignments of the project when project is closed
- Updates made on the status report form are reflected in the Status Report document when the property sn_pw.status_report_doc_read_only is set to true
- New 'Display modes' on record financials page to view planned costs for all fiscal periods and planned vs actuals for all fiscal period
- Fixed
- No projects shown and filter failed to work on the Project Workspace for some users
- Roll up field value is not honoured when update is made on planning page grid
- Copy status report makes copy even if user cancels
- Task checklists are not refreshing when switching between tasks in the Project Workspace
- Updates made on the status report form are not reflected in the document content when the property is set to false
- Cost plan and breakdowns honor ACLs in the new Financials page
- 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