projectfacts 2024.2

Highlights of the new projectfacts version

The new projectfacts version offers you a range of new functions and features.

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

User-specific Excel exports

Create individual reports and technical reports in projectfacts and export them directly to Excel. To do this, you select exactly the columns you want based on a list base type. Access to linked elements is also possible.

About “User-specific Excel exports”

Revenue forecast at position level

See your future revenues not just at the level of contracts or projects, but now even at the level of individual financial positions. This enables you to carry out a detailed analysis of which services in your portfolio are the most successful.

About “Revenue forecast at position level”

KPIs and free fields

Using new configuration options, you can define units for free fields or view them together using sums or averages. Optional protection classes and access restrictions improve the handling of KPIs.

About “KPIs and free fields”

Changelog 2024.2

Please note

• The 10-year-old check-in/out web service is no longer included. The current HTML5 terminal is not affected and continues to be supported.

New features

• The salutation can be configured globally and also user-specifically.
• Custom Excel exports can now be configured to perform a robust technical export in lists.
• Free fields can now also contain negative and decimal numbers. A unit can also be specified.
• Access to free fields and KPIs can be restricted using protection classes (and partly group rights).
• In KPI formulas, self-defined constants can now be used.

Improvements

• KPIs in the “Employees” module have more data available (in particular salary data).
• The list of free fields is now more clearly arranged.
• The Future revenues report can now take the payment target into account.
• In the API, free fields can now be used as query parameters.
• The write protection of project times assigned to a timesheet can now be deactivated.
• The contact person of sub-projects is now pre-populated to match the parent element.
• Certain ticket fields can be edited directly in the ticket list.
• Tickets without a responsible employee can now be identified using a filter.
• The pre-populated description of project times booked on tickets can now be configured.
• Fields of a project time that directly concern the employee can be protected from changes by third parties.
• Custom app registration for connecting O365 mailboxes is possible.
• Project times with an external time value of zero can optionally also be passed on to invoices.
• Competency levels can now be displayed in 5-star format (instead of 0–9).
• The tax class of employees can be stored.
• The annual salary including all special payments is displayed in the salary dialog as well as in a newly available column in the employee list.
• Files can now be flagged directly for sending (without the detour via multi-selection).
• A new function allows downloading all files attached to a ticket.
• The lists for document positions have been revised and now uniformly offer the familiar functions such as dynamic columns.
• Different deputies can now be set for different representation areas.
• A project can now be created directly from a sales opportunity.
• PDF layouts can optionally also be output as Excel (graphical display, not intended for technical processing).
• A list of appointments is now available in the ticket detail manager.
• The billing type filter in project time lists now also takes the quote position into account.
• Additional recipients (To, CC, and BCC) can now be stored in documents more easily.
• Set the service recipient via the document multi-selection.
• The SLA bar remains in the preview card of a ticket even when a due date is set.
• Finway import improved error output.

Bug fixes

• The billing date of document and position is now used in the “Future revenues” report for the temporal classification of expense positions.
• In the time matrix, overtime on a sick day is now displayed correctly.
• Splitting a transaction from an already completed ticket no longer causes the new ticket to also be considered completed.
• The status of transactions in tickets is not automatically set for emails whose subject begins with “automatic reply”.
• The “Reply-to” option in the mail account was not taken into account when sending mails/tickets.
• When creating an incoming invoice from a purchase order, the due date is correctly carried over. The clerk can now be changed.
• Issues with check-in/out across date boundaries fixed.
• Closing dialogs with the “Back” button is now prevented when form values have been changed.
• In the project analysis report, revenues are displayed again and the contribution margin is therefore calculated correctly again.
• The payment method field in the supplier aspects of organizations is now displayed correctly.
• Deactivated fields are no longer displayed in the organization overview.
• Moving and adjusting times now also releases times with a contract position.
• The organization filter for customer/supplier/prospect did not support certain combinations.
• The display of the description in external access is now scrollable.
• Projects in popup selects are now sorted as in the structure view.
• The “Project” filter in the calendar tab of projects works again.
• HTML display for the timeline in “Utilization and working time analysis” corrected.
• Rounding errors in the display of open contract revenues fixed.
• Text positions and hidden positions no longer cause a change in order when renumbering.
• The use of multiple Scrive accounts is now supported via permission settings.
• The element type selection in new board entries now hides deactivated modules.
• Columns in the export of articles in price lists are displayed again.
• The notification trigger interface now also transmits the targetElement.
• The backlog and sprint log views no longer display completed projects or projects in draft.
• The display of the start date in weekly sprints was shifted by one day.
• The cash discount date is now interpreted inclusively.
• The order of work packages/sub-projects when creating a project from a contract is maintained when a position has a project template.

Image credit: © unsplash (2024)