0
7.6.2
Brazil, Australia Patch 6, Australia Patch 5, Australia Patch 4, Australia Patch 3, Australia Patch 1, Australia, Zurich Patch 12, Zurich Patch 11, Zurich Patch 10, Zurich Patch 9, Zurich Patch 7, Zurich Patch 4, Zurich, Yokohama Patch 9, Yokohama Patch 5, Yokohama
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
- 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
- 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
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- Doc templates now support dynamic content, similar to status reports, with two default templates that use dynamic fields: Project Charter and Project Closeout.
- Lists are now available in the L1 menu of Project Workspace.
- The My Demands widget is added to the Employee Slate canvas. Requesters can add the My Demands widget to their Employee Slate canvas to track the state of their demands.
- Requesters can view and track all demands they created from the My Demands widget, filter them by state, and open them in the standard demand tracking experience.
- When a demand is converted to an execution artifact such as a project, epic, or story, requesters can view its high-level status, planned and actual end dates, and last update in the Execution Tracking widget.
- The demand details page now includes the Lifecycle tracker, Activity, Attachments, and Edit tabs, so requesters can review the demand lifecycle and activity history, open attachments, and edit key fields from the standard ticket page.
- Demands submitted by requesters appear in the My Requests list alongside their other requests, with a consistent state and status display.
- You can now edit project details in the list view of the home page.
- The Financials tab in Project Workspace now saves your timescope selection and restores it when you return to the project, retaining it for your 50 most recently accessed projects by default and up to 200 when configured by an administrator.
- Administrators can now configure Strategic Portfolio Management financials through the Implementation Accelerator guided setup, which covers labor cost plans, labor cost types, budget allocation, financial baselines, currency settings, investment object linkage, cost plan breakdown rollups, and fiscal calendar issues.
- Info icons on the Financials page explain key fields and calculations, including planned cost, budget, EAC, return, ROI, and NPV, directly within each widget.
- SPM configuration setup now includes an updated Financials guided setup wizard to help administrators configure all required financials settings efficiently.
Changed
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- Projects with more than 2,000 tasks now load through concurrent batch calls, which reduces load times and improves responsiveness.
- The task planner now supports planned effort rollup with consistent rollup logic, Actual Effort fields are always read-only, and maximum units are supported based on your configuration.
- Project managers can now edit parent task constraint dates from the task planner, and child task start dates honor both the parent and child constraints.
- Errors in the resource assignment auto-sync flow are now logged with stack traces for easier troubleshooting.
- Project Diagnostics and Save as New Template are now available on the Planning page in Project Workspace, along with modal validation and navigation improvements.
- When you edit and save a single row in the financials cost and benefit grid, only that row refreshes instead of the entire grid, and the row is locked until the save completes on the server, on both the month and year timescales.
- Project managers and planning item owners can now recalculate planned cost and benefit values against updated budget reference rates across all relevant breakdowns, with confirmation dialogs and a loading overlay to show progress, and the previous Recalculate resource cost action is hidden to avoid duplication.
Not applicable for this application version.
- 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