0
7.0.0
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, Vancouver Patch 9
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:
- Introduced Playbooks within Project Workspace to support guided, standardized project execution. Shipped two out-of-the-box (OOB) Playbooks to help teams get started quickly
- Status report enhancements
- Added a Status field to Status Reports so project managers can set and communicate the current state of each report
- Enabled Status Report Duplication without a modal. Static content is automatically copied; dynamic content is regenerated using the latest Status Report snapshot
- Non-editable dynamic blocks are now disabled in Edit mode to prevent modification of system-generated data
- Optimised the Planning page data fetch logic to improve the reference field data fetch
- Home page Project modal changes
- Create from template modal
- Added new fields to the New Project modal
- Updated RIDAC page to provide a more efficient R1 panel experience
- [A11y] Support Reflow 400% zoom for project workspace
- Enabled creation of labor cost plans on sub-projects
- Added support for Benefit Plans within Financials to improve planning and reporting accuracy
- Introduced multi-currency support on work items
- Users can now allocate effort from an unassigned Resource Assignment (RA) in any way they choose — fully to one resource, fully across multiple resources, or partially to one or multiple resources while the unassigned RA retains any remaining effort
Fixed:
- New Button is not displayed for Project tasks and Subprojects tabs in details page for Customer projects
- Loading Screen Issue When Applying Template to Sub Project
- The side menu is not loading in the Project Workspace after Global Search
- "Export Project Status" in the New Project Workspace is not working for the TeamSpace or TSP tables
- "Constraint Type" field options not being translated
- [Japanese Localization] - When creating a new project in Project Workspace, the project classes selection are still in English
- Provided a button to remove the subproject from the top Project through sub project related list
- New Project Workspace in the "Grid" fields are showing 'Days' even though it's configured as "Hours"
- Exporting Project into CSV from Project workspace. Doesnot export Additional Assignees list
- Activity stream in Project Workspace does not show the user names for updates to project tasks
- Deleting a record from the related list of a Project record on Project Workspace redirects to different pages
- Project workspace - Create project modal is going in to infinite loading on clicking creating after providing template name
- Projects cannot be Exported from Strategic Planning Workspace
- Project Baselines taking longer to load in New Project Workspace when having more than 3000 tasks
- Project Template not Syncing with Portfolio (pm_portfolio) when the project is created from Project Workspace
- Project Workspace Filter for Related Lists Conditions does not show results
- During export of sub-projects from project workspace along with subproject records, it's parent hierarchy records are also being exported
- Inconsistent Project State Behavior: Project Workspace sets overall State to 'Closed Complete' when all Tasks are 'Closed Incomplete', while Native UI sets it to 'Closed Incomplete'
- 508 Compliance in Project Workspace
- 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