projectfacts 2022.3

More individual than ever: The new projectfacts

With projectfacts we place great importance on the software adapting to the customer where necessary, and not the other way around. With the new version we consistently pursue this philosophy further. To this end, projectfacts now offers a range of new features with which you can map your needs even more individually in the software.

All new features and improvements can be found in this changelog.

Application-specific menus

Since projectfacts 2022 you have been able to name, sort and structure menu items and tiles according to your preferences. The new version extends this freedom: from now on, create multiple application-specific menus – e.g. for individual departments, employees or managers. You can also specify content for the individual user dashboard company-wide.

On the topic “Application-specific menus”

Individual info in reports

Add further information to lists and reports in projectfacts that can be individually compiled. Would you like billing information in the project status analysis? Or ticket info in the project overview? Replacement templates make it possible.

On the topic “Individual info in reports”

Leave manager for capacities

With projectfacts, multi-level approval processes for leave requests are no problem. New is the option to set up special leave managers for capacities. They automatically receive a notification when a leave request affects their capacity and can be required to give prior approval.

On the topic “Leave manager for capacities”

New features

• Create multiple application-specific menus and company-wide dashboards
• Design your own summaries for lists with free fields using the new field type “replacement template”
• Bill financial plans
• Workplace planning

Improvements and new features

• When a pinboard entry is created via sharing, it is now possible to navigate directly to it. The entry is also highlighted.
• When creating an appointment or a planned resource, an alarm can be set up directly.
• New active column “Linked elements” for project lists replaces the small annotation icons behind the project name.
• Various improvements in the financial planning module.
• When creating ticket projects, a ticket process is automatically created.
• A team can already be entered when creating a capacity.
• Menu notifications for which no menu entry exists for the user are now separately collected at the beginning of the menu.
• Cell editing has been improved; in particular, more space is available for multiple selection.
• Automatic booking deadline can be set to a day of the week (example: from Tuesday the previous week is no longer bookable).
• New rule for project time categories possible: External time may not fall below internal time.
• Free fields for travel expense reports.
• Office hours can now be taken into account for time-controlled ticket escalation.
• Project grid views show additional information on the card and in a totals row, such as planned time.
• Attendance time tracking: entries of a default category that are not credited to the working time account (e.g. “2h flexi-time”) are now deducted from the available capacity.
• New status “Rejected” for travel expense reports, receipts and QM documents.
• When creating the first entry for “Contract data and working hours”, the weekly working hours are filled with the time defined in the client. Monday to Friday are set to “Full working day”. Saturday and Sunday are set to “No working day”.
• Lists for monthly and travel expense reports now have configurable columns.
• User list in the configuration can now be filtered by user groups.
• Contact creation from the search field now recognises email addresses and pre-fills the creation dialog accordingly.
• The greeting when replying to a ticket changes depending on the selected recipients (If one address remains: “Dear Mr/Ms…”, if there are several addresses: “Dear Sir or Madam,”).
• For the display of free capacities in the capacity analysis, there is now a new group right “Display free capacities”. To see the corresponding list in the capacity analysis, one no longer needs to be a clerk.
• When creating capacities, a deployment plan can be created straight away.
• Split list views: multiple selection of all entries on a “page” is now possible.
• If an article master has more than 100 articles, an extended article selection is used. This now also searches for article properties such as description or product type.
• Elements in the colleague overview are now clickable (subject to the appropriate permissions).
• Leave requests, absence markers and sick notes can be moved by drag & drop under “My colleagues” and “My leave”.
• Tickets owned by passive users escalate immediately when a new message is received.
• Excel reports retrieved via API now use a static identifier for the worksheet (the name of the bookmark).
• The quote status is now set sensibly when copying (if a value is set in the template, it is adopted; otherwise the quote status is set to “open” if the document being copied has a real value set).
• Dynamic user filter for bookmarks.
• New setting “Automatic confirmation” for review templates approves reviews immediately that a potential reviewer has initiated themselves.
• New field “Leave manager” for capacities.
• New notification group for leave: “Leave deputy”.
• The trade register number is now also included in the XRechnung.

Bug fixes

• The synchronisation of project team to capacity team has been improved and errors fixed.
• When copying documents (exception: creating an invoice), the ticket assignment is retained. When copying as a template, the assignment is removed.
• The organisation filter in ticket lists now first takes into account the organisation set in the ticket, if any, before falling back on the organisation of the ticket contact. Tickets that only have an organisation assignment are now also displayed in the organisation overview.
• In the post-calculation report, the “Deviation from …” columns can now be sorted.
• When switching in the invoice analysis report to invoice positions via the row action, the associated filter values are now correctly passed to the invoice positions list.
• The HR employee list can export addresses again.
• The element list in tickets again displays the action “Jump to the branched-off ticket” by default.
• Reviewer icons now use the name abbreviation from first and last name in both the reviewed and unreviewed state.
• The “Colour marking” column in contact lists now shows, in addition to the name, the coloured icon of the colour marking.
• Attendance/absence entries in the calendar are no longer improperly merged in the availability views.
• When creating a new process in the process activity list of a sales opportunity with the process type “Status of the sales opportunity”, the data from the sales opportunity is now correctly loaded and pre-filled. Action “New status” added.
• Active attendance blocks (with check-in/check-out) are no longer overwritten by planned empty blocks in the “My colleagues today” view.
• ClearWidget in the global search list now correctly removes the search term.
• Bookmarks for the “Billings” list now also work after a session restart.
• The columns “Full-time salary” and “Salary changes” in HR are now calculated correctly, even if the last salary/hours block has no open end.
• No more HTML characters are displayed in the description placeholder when booking times.
• Lightbulb: Suggestions with apostrophes are correctly adopted. Empty suggestions in “Append” fields can no longer be clicked.
• Grace days are now correctly taken into account by the list filters in invoice management.
• If grace days are increased, invoices no longer slide back from “Action required” to “overdue”.
• Invoice management lists take the user’s time zone into account.
• Closing the “New process” dialog no longer leads to an unusable ticket with ticket drafts.
• The calendar widget (e.g. under “My day”) now also takes into account taken absences, such as flexi-time. With the measurement type “attendance time”, the reduction of overtime is no longer displayed as an error and the corresponding days are no longer marked in red.
• Column headings in the capacity analysis were not displayed for certain list settings.
• The ticket column “Last reply” is now also filled when there is only one reply.
• The user group filter under “My colleagues” did not allow the selection of certain groups.
• The proportional saving in capacity planning with subsequent days now takes into account the correct day length.
• Line charts can now be scrolled horizontally in Firefox without jumping back.
• Creating a file from a document template in the ticket detail manager no longer opens an empty contact detail manager.
• Deep links landed on the dashboard instead of in the detail manager of the desired entity.
• Permission of the project analysis section “Finances” changed to “Project show finances”.
• Values for free fields on financial documents are now also saved correctly.
• The description from templates when booking via the time matrix is now also transferred.
• The project time analysis correctly resolves user groups before copying the filter settings.
• When editing ticket drafts, the header (greeting) and footer (signature) are correctly updated when the contact is changed.
• Fixed column headings in pop-up lists could under certain circumstances cover parts of the view.
• Sorting lists by a boolean value (yes/no) led to errors in rare cases.
• api/offer/meta/template now uses the correct content type application/json.
• API error messages when accessing file resources now return with the correct content type text/plain.
• Excel reports retrieved via API now use a static identifier for the worksheet (the name of the bookmark).
• Order data start, end and contract status (automatic renewal etc.) are now retrievable via the API.
• When replying to Outlook add-in ticket processes, the correct salutation is used.
• No more error messages for reviewers when reviewing leave requests. The reviewer of a leave request review continues to have access to the leave request even after the review.

Article image: © user6702303 – freepik.com (2022)