projectfacts 2022.4

The new projectfacts: Perfect for your projects

Projects are a central element of the software. The new projectfacts version therefore offers you even more options to plan, control and successfully complete your projects.

For the new projectfacts version we are once again offering a paid-for Release Focus Meeting, which will take place in digital form on 30.01.2023 and 01.02.2023. In it we will present all the important new features in detail.

Managing project portfolios

Many projects, limited resources and a tight schedule. This is a familiar situation in many companies. projectfacts now supports you in linking different projects, work packages and a capacity to a shared milestone. This way you can effectively manage your project portfolio and ensure that everything is finished by the deadline.

On the topic “Managing project portfolios”

Hybrid project management

The idea of hybrid project management is as simple as it is ingenious: take the best of the classic and agile worlds and combine them in the way that makes the most sense for your own company. You can therefore now combine classic work breakdown structure planning with sprints from the Scrum world in projectfacts. The result: clear framework conditions, but flexible and customer-oriented delivery.

On the topic “Hybrid project management”

Task manager

The task manager is a new central element in projectfacts. It brings together all the important tasks that you and/or your team need to complete in one place. You can access it at any time via the status bar. The task manager is ideally suited for hybrid project management, as it gives you an overview of your project sprints.

On the topic “Task manager”

Microsoft Single Sign-on

Save yourself double login steps. For users of Microsoft 365, a manual login for projectfacts is now optional. Instead, login takes place via Single Sign-on with Azure AD. This means you can get started even faster in the morning and have one fewer password to enter.

On the topic “Microsoft Single Sign-On”

Changelog 2022.4

Please note:

• The “SMS login” function is no longer available from this version onwards

Highlights:

• Agile project management with sprints.
• The task manager brings together all pending tasks (work packages, follow-ups, reviews, …) in one place.
• Single Sign-on with Microsoft accounts possible (Azure Active Directory).
• Excel reports more easily customisable. When creating Excel reports, the time format (minutes, hours, days) and the file name can now be specified.
• A welcome screen prompts users to check in.
• The break screen shows the current duration of the break.

Improvements and new features

• Horizontal inheritance of project roles is now possible.
• Contact picture can be uploaded when creating a new contact.
• An alarm can be set up when creating a new CRM process.
• A ticket for the participants can now be created from an appointment.
• The creation of incoming invoices from a ticket now offers the convenient option of adopting an attachment as a reference document.
• Many reports now offer an “I” widget for the user filter.
• Element input fields (“three-dot fields”) now show recently used elements.
• Free fields of the type “inherited from main element” are now available for projects and organisations.
• The report for sales opportunities can now be structured by creation date, modification date and revenue start.
• The sales opportunities list now shows additional contact information.
• Display of the external document number for incoming invoices.
• The invoice date is only set upon validation.
• New column “Capacity planning” in working day lists.
• New column “Unit price invoice item” in project time lists.
• New column “Ticket” in document lists.
• Contract time as a booking suggestion for project time tracking.
• Framework conditions of projects can be edited via multiple selection.
• Improvement of permission settings via multiple selection in various modules.
• Rejected cost elements now have the searchable and filterable status “Rejected”.
• The contact list in campaigns now has customisable columns.
• The display name of employees can now be shown and exported in the HR employee list.
• Lists in the project detail manager are now more consistent in the display of elements from underlying project structure elements.
• Ticket lists can now be filtered by customer aspects.
• The preview card for employees shows whether it is an external employee.
• The formatting of working hours now uses the thousands separator if set.
• Better display of half days of leave in calendar overviews such as “My colleagues”.
• Improved display of the overtime chart: when only annual rules are used, it was confusing for users that the chart behaves differently in December.
• Performance of the capacity analysis improved.

Bug fixes

• Various problems when using multiple windows resolved.
• In the project list of a capacity, the heading is no longer (incorrectly) re-translated on every refresh.
• Better searchability of board entries that take their title from the linked element.
• Error in the break rules that led to an invalid working time fixed.
• Column “Deviation from order” in the post-calculation rounded too imprecisely in rare cases.
• For items billed by effort with billing type “individual period”, the maximum billable effort is now correctly applied.
• The clerk selected in the document creation dialog was sometimes not adopted.
• Notifications no longer disappear when switching to “My colleagues”.
• Language in campaign mails is now also correctly applied to replacement fields.
• In the activity report of an invoice, calculated labour costs are now displayed again in the draft.
• Free field type restrictions are now also correctly applied in the creation dialogs.
• Currency selection when creating a project works correctly again.
• Various problems with the retroactive synchronisation of project team and capacity resolved.
• CRM processes can be copied again without losing their type.
• Contact categories are correctly displayed in the master data.
• Header and footer of an email generated additional spacing when forwarding.
• Display of total values in multi-row table columns was unintuitive in certain cases.
• Display error for items with negative billing deviation in the “Future income” report fixed.
• Display error for birthdays in the colleague overview fixed.
• Initiator of an “Open point” in a project template is removed when the project is created.
• The description in menu tiles of type “Element” was not displayed.
• In the project detail manager, “Open points” view, the action to create an open point was not available in the toolbar.
• Organisation lists could not be accessed after a user switch when restricted CRM permissions are set.
• The break rule configuration incorrectly required the project time tracking module.