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Changelog 2026.2

Highlights of the new projectfacts version

The new projectfacts version brings you numerous improvements in the areas of billing, sales, service and administration:

Extended commission accounting

Extension of the commission rules: groups can now also be specified as the employee in the rule. In addition, a deviating recipient can be stored. This makes it very easy to map a team leader commission, for example.

HOAI: sub-items and Siemon tables

For architectural and engineering services, you can now map sub-items as well as Siemon tables in accordance with HOAI. This creates a clean basis for fee-based billing.

Incoming cancellation

With the new incoming cancellation, you can correct incoming documents cleanly and traceably – for a continuous and audit-proof document chain.

More flexible graduated prices and maintenance items

Graduated price items now support an offset (extension from quantity x to quantity y), and maintenance items can be named in more detail. This allows you to calculate quantity-dependent services more precisely.

Noticeably more performance with many financial items

Performance with a very large number of financial items has been significantly improved – for smooth work even with extensive inventories.

Extended API

Open items, calendar entries, pinboard entries and notifications are now available via the API. This allows you to integrate projectfacts even more deeply into your system landscape.

New features

  • Team leader commission
  • Sub-items / Siemon tables HOAI
  • The numbering scheme for travel expense reports can now also include the employee’s initials
  • Times and quantity balance columns in the document tab post-calculation
  • Extended naming of maintenance items
  • When entering data in table fields, the Enter key now jumps to the cell below
  • The rows in table fields can now be reordered
  • Overlay icon for ticket preview if a ticket alarm is set
  • Dynamic column ticket alarm
  • Filter ticket alarm
  • Future income in the invoicing analysis does not take the billing delta into account if “delivery date” is selected as the relevant date
  • An offset can now be specified for graduated price items (extension from quantity x to quantity y)
  • Attendance times can be imported via Excel in the configuration
  • Separate column for customer no. in organization lists.
  • Long titles in the menu notifications are now legible via mouse-over
  • Incoming cancellation

Improvements

  • When planning attendance blocks that fill the entire day (such as vocational school), days on which such a block already exists are skipped (toast). The process is prevented if other full-day ATC blocks already exist on one of the days
  • Project role notifications are no longer sent if the project status belongs to the status type “Planning”.
  • Extension of the commission rules: groups can now also be specified as the employee in the rule. In addition, a deviating recipient can be stored. This makes it very easy to map a team leader commission, for example.
  • Own costs in the project detail manager
  • Horizontal scrolling of wide lists has been improved for small screens
  • Improved display (gross display, actual taxation & previous progress invoices) for cumulative invoices and final invoices (layout adjustment required!)
  • The “Draft” function for projects can now be deactivated
  • Projects with bookings may no longer be switched to draft mode
  • Drag & drop in the tile view of sales opportunities

Performance

  • Performance with a very large number of financial items has been significantly improved

Bug fixes

  • Automatic grouping of columns no longer falls back to a sum aggregator for GuiFieldTyp DOUBLE, INTEGER or LONG.
  • Condition parameter Critical can only be selected if the Visible field is also set.
  • Calendar content in the left area in the working day DM now refers to the worker of this working day (illness, vacation, etc.)
  • SQL syntax error with file permission HAVING if the variable for IN is an empty string.
  • Invoice creator in the ‘Create order’ action of items is now applied correctly.
  • Counter-items are no longer relevant for percentage items.
  • Project ID is exported correctly in the “regular” list.
  • Open items attached to a project template are no longer displayed in the open-item list of open-item lists.
  • Project time bookings over 24h are prevented and a warning is displayed in the dialog.
  • Missing join for the text search in the admin booking list
  • Created subprojects of items from a template now correctly adopt the restriction levels from the template
  • Tree for financial items is now cached.
  • Display of service period fixed.
  • NPE fix
  • Gross value of dynamic items in lists now takes the settings for tax liability into account.
  • Configurable address source for invoice creator; clerk or organization contact
  • Missing DB items for standard sorting
  • Billing period factor info in the billing type column now shows the correct time unit.
  • Address generator is now more configurable. (2/2)
  • Address generator is now more configurable.
  • Incorrect search type for filter on item types
  • No NULL entry in the participant list if no organizer is found. CalDAV NPE fix
  • Functionality of subtotal items restricted in the same way as text items.
  • Subtotal items with an item range as the calculation basis now form the correct value.
  • The ‘Mark as done’ action for open items in an open-item list now also sets the progress to 100
  • NPE when creating an appointment via CalDAV
  • Basic auth preview for new device passwords was faulty
  • Order reference is no longer copied along with license upgrades
  • Calculated breaks are now only distributed to AT elements that have no user-defined break
  • Project Case ID extension
  • Deleted forums are no longer displayed in project lists
  • Fix for finding ticket rules in higher-level organizations with multiple ticket rules.
  • Always create role field as SELECT_SET and added new logic for saving user groups in the store method
  • Fix for finding ticket rules in higher-level organizations.
  • Splitting and grouping is also reset when bookmarks and filters are reset
  • When creating a ticket from a project, the project customer is entered as the organization
  • Datev posting batch mandate filter extended by the “All” option
  • Missing JOIN for filter ‘Deviating project’ in cost lists
  • Costs billed via order items no longer apply the discount of the order item twice.
  • Salutation: “Salutation” now has a stronger effect than “Gender”
  • Project time column ‘Booked’ no longer shows the external time.
  • Error for costs with billing by price list fixed. Article field no longer shows ‘No Article’ even though an article is present. Unit price for the calculation falls back to the article value if no deviating value is entered in the price list. Display in the billing column works again.
  • Information about additional tiles visible again
  • The billed amount of items is always summed into the total row in item lists.
  • If the path is changed during an UPDATE in the financial item import, the parent item etc. is now also adjusted.
  • List editing of graduated price items did not update the unit price correctly
  • Project info area. Framework conditions navigate to the tab. Team navigates to the project role list.
  • Sales opportunity list filter “Time of order” is now a from-to filter with 2 fields
  • External project time was not changed during list editing if the field was deactivated in the configuration
  • The creation dialog of a capacity planning adopts the start date of the project without restriction
  • Error in the history analysis improved.
  • The character limit of GROUP_CONCAT may be incomplete when loading members of ticket subscriptions with too many employees. This has led to notifications not being sent.
  • Opening a project in draft no longer automatically creates a cost center. The ‘Assign project via project ID’ setting only affects the posting export.
  • Show color marking of swallowed rows in the project time analysis
  • Type selection in the attendance/absence booking dialog no longer contains a dummy whose dummy ID leads to a DB error.
  • Lists without real SplitPages are not sorted again in Java
  • HOTFIX: countPeriods is sometimes also called with a negative period or period 0, which led to an exception.
  • Row actions in a list that contain options can now be displayed in a resolved separate dialog. [5p-179416]
  • An abbreviation is no longer set automatically when creating organizations if no abbreviation rule is set.
  • When billing a payment plan, future billings can be brought forward again
  • Cursor no longer jumps to the beginning of the project field “Details, benefits, risks”
  • NPE in the project history analysis fixed
  • Details in the cost document preview now also show the catering costs for project and customer. Order of the table adjusted to project, customer, employee
  • Changes to a fresh stopwatch were not applied
  • File upload via drag & drop in the HR tab ‘Assigned elements’ is now also possible outside of admin mode
  • Adopt phone number when creating an organization
  • Possible error with drag & drop of tickets fixed

API changes

  • Open items and lists of open items added to the API
  • Calendar entries can be retrieved via API.
  • Pinboard entries as a subresource for Contact, Crmactivity, Organization, File, FinanceRecord, IssueList, Project, SalesOpportunity, Ticket.
  • Files can now be queried more easily via the API.
  • Notifications can be created via API.
Marvin Halter