projectfacts 2023.1

Highlights of the new projectfacts version

Skribble stands for legally binding digital signatures. From now on, you can also have PDF documents signed online with Skribble directly in projectfacts. Fast, simple, and secure. Extended options for cost and performance accounting allow you to assign cost types, cost centers, and cost carriers automatically and based on rules.

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

Skribble integration

Thanks to the Skribble integration, your contract partners can sign documents in projectfacts quickly, easily, and with legal validity. This is particularly convenient for quotes. Users receive the option directly within the document to have the quote signed using Skribble. The result: faster contract conclusions and greater security thanks to e-signatures.

About “Skribble integration”

Extended cost & performance accounting

Cost and performance accounting (CPA) is a helpful controlling tool. With the new version, all profit-relevant elements in projectfacts have been extended so that cost types, cost centers, and cost carriers can be assigned flexibly and based on configurable rules. The new mechanism simplifies CPA and offers improved analysis options.

About “Extended cost and performance accounting”

Changelog 2023.1

Please note:

• ZUGFeRD versions below 2.2 are no longer supported

Highlights:

• Cost and performance accounting with cost centers, cost carriers, and cost types for detailed recording and analysis of project times, bookings, invoices, and costs.
• Integration with Skribble (digitally sign documents)
• Automatic attachments can be defined for invoice sending. For example, the invoice PDF can be automatically sent together with the activity report, or even merged with a PDF before sending.

Improvements and new features

• Many small changes to capacity planning simplify operation. More intuitive labels to distinguish between monthly targets and daily/weekly/monthly planning.
• A Scrum Planning dialog makes agile project management easier to use.
• Capacity planning on a weekly and monthly basis has been simplified.
• In many modules, the multi-selection function “Master data…” has been extended and supplemented with free fields.
• The use of cost centers, cost carriers, and cost types has been significantly revised. They are now genuine elements; assignment is done via configurable rules.
• The “Additional rows” function in reports split by employee is now also available in the area-and-category analysis and the project time analysis.
• Free fields of the KPI type can now also aggregate project times on a daily basis.
• Ticket system: The selection for hiding transactions and visibility in external access has been consolidated. Hiding transactions is configurable and, if desired, even allows hiding new transactions. The hidden/visible status in external access is indicated by an icon overlay.
• Visibility for the first transaction of a ticket from a request can be preconfigured.
• When replying to a hidden transaction, the quotation is removed.
• The stopwatch can now be started from the sidebar (plus symbol).
• “Additional report rows” for employees can now also include vacation and sick leave times broken down by category.
• Employees and administration now receive better information about planned flextime reduction (dynamic column in employee lists and extension of the personal time account overview).
• HR overtime can now display the flextime value in every date column.
• Via the API, file contents can now be downloaded even if only the file version ID is known (/api/file/data/1234).
• Via the API, free fields of documents can now be accessed (writable only for documents in draft).
• Document lists now offer filtering by dunning level.
• Organisation lists now offer individual columns for street/number, city, postal code, state, and country.
• When copying tickets, the SLA is now carried over.
• Sick notes now trigger menu notifications for HR (and other authorized groups).
• The list of travel expense reports initially hides billed travel expenses.
• Invoice layouts can now access data from the underlying quote.
• For financial positions that should only be billed at a specific status: the project basis for the check is the assigned sub-project. If no project is explicitly assigned, the assigned project is used for booked times; otherwise the main project is used.
• ZUGFeRD/XRechnung now configurable per customer.

Bug fixes

• The incorrect color marking in the global search has been fixed.
• The configuration “Active columns – time tracking/project times” is now also applied in the project detail manager.
• Project capacity sync: If a user group appears multiple times in the project hierarchy, it is now prevented that one of the user groups is removed during synchronization into the project.
• The check-in caused confusing access change information for the user in some cases.
• Vacation requests “over” sick days can now be rejected without an error message.
• The “Position” field is only visible when creating a contact and in contact lists if it is activated in the configuration.
• The export of the employee overview now correctly offers the selection of the time duration format for the “Key figures” column.
• Issues with replacement fields in the email footer when sending documents have been fixed.
• The project filter was not correctly applied in the ticket list of sub-projects.
• When synchronizing open items with teamSync, the assignment to the list was lost.
• When splitting by editors in the Scrum module, too many editors were displayed.
• Issues with importing users have been fixed.
• Display of percentages in the sum row of Excel exports corrected.
• Master data of organizations can be saved without a primary contact.
• Contacts can now also be created without an organization assignment.
• Access checks for bookings were checking unnecessary aspects.
• Various issues with print views fixed.
• “My pinboard” can be closed again via the “x”.
• Bug fixes in the Excel export of campaign transactions.
• Pinboards are no longer empty when opened via the top pinboard entries box.
• Clicking on created URLs in the top pinboard entries box is now correctly redirected.
• Name and description are now correctly transferred during capacity import.
• Administrative changes to other users’ settings are now applied immediately.
• Permission changes for user switching now take effect immediately after a session restart.
• The tester welcome message can now also be dismissed within the first 30 seconds.
• The tester help button is now also displayed together with system messages.
• Label “Task manager” now correct in footer and permission configuration.
• Splitting project time lists by contractor now works.
• API free fields of the contact resource are now saved.
• There was a dynamic column for supplier categories, but it was not selectable.
• The time periods in which editing of project or attendance times is allowed are no longer cached in the session (issues when switching users).
• Public pages did not function in some cases when the priority format “Stars” was set.
• The vacation account change dialog now displays the account balance precisely (this is important when employees leave, to round in the “right direction” depending on local laws).
• Overtime: The flextime value is up to date on a daily basis even when monthly thresholds are not used. The overtime value is now also current in December, even if an annual threshold exists (previously the November value was always displayed). With monthly thresholds, the overtime value in principle remains at the previous month’s value until the rules are applied at the end of the month.
• Whether the “PerformanceBudget” is “active” was not correctly output via the API.
• “Bill up to last month” works again and has been renamed to “Bill up to end of last month”.
• Rounding issues in the employee key figure “Contract time” fixed.
• When copying documents, contact details are now correctly pre-filled.
• Automatic replies from the ticket system were using the wrong date format.
• Percentage specification for cash discount in XRechnung corrected.