projectfacts 2025.1

Highlights of the new projectfacts version

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

All further innovations and improvements can be found in this changelog.

Discover the new Help Centre

Our redesigned Help Centre offers you a wide range of learning materials. Both text articles and videos that you can use to expand your knowledge of the software. You can also quickly find answers to your questions independently – for an even more efficient use of projectfacts.

To the new Help Centre

Support office hours and Sandbox

In our office hours you now have the opportunity to discuss general software questions directly with a consultant, without an appointment or ticket. Every Tuesday from 2 pm to 3 pm.

Also use the new Sandbox to run through simple processes in a test environment.

On the topic of “Support office hours and Sandbox”

New module: Next Steps

Integrate workflows related to the document with the help of the new “Next Steps” module, such as following up on offers. Simplify the collection of customer feedback and directly trigger internal follow-up processes!

On the topic of “New module: Next Steps”

The new Outlook Add-In: More than just an update

The Outlook Add-In has been improved! Add emails to existing tickets as transactions, use the function in shared mailboxes and folders, send larger attachments, discover the clearer channel view and freely select ticket owners!

On the topic of “The new Outlook Add-In”

Ticket templates

With ticket templates you can save time and avoid errors, even better than with the already familiar email templates. They are ideal for recurring communication processes such as customer questionnaires or error logs. Discover the useful ticket templates in projectfacts now!

On the topic of “Ticket templates”

Changelog 2025.1

New features

• Next Steps. A new module for simple advance planning of future tasks
• Percentage billing according to HOAI is now more convenient
• Residual value billing of orders. A new billing mode simplifies the management of term items in existing orders

Improvements

• E-invoices can now contain additional documents directly in the PDF
• Leave requests now support two separate requests per day
• My Projects has received a simpler default view and project tiles now display a description
• Linked document positions are now displayed in more detail in project lists
• The trend analysis column in project lists can now also show the planned capacity
• Commissions can be recorded via the API
• Capacity plan elements can now have their own colour marking
• The value “Planned revenue” determined via capacity planning can now also be shown under “My Goals”
• The filters for customer data in project lists have been extended
• The ticket system can now force the manual selection of a follow-up status
• In project time lists it is now possible to filter by project roles
• The naming of document PDF files can now contain the ID of the linked project
• The histories of documents, sales opportunities and other elements are now displayed in a more user-friendly way
• Campaign transactions can now be copied – including into other campaigns
• Open items can now be copied
• The description of open items can now be formatted
• Sent menu notifications can be monitored in the sidebar
• The “Revenue start” field in sales opportunities can now be configured as an optional field
• The list of ticket transactions indicates more clearly when transactions are hidden
• The attachments of hidden ticket transactions are now also hidden
• Access to bookmarks can now be defined more precisely
• Financial positions are now better displayed in service notes (mouse-over with additional information)
• The multi-action for transferring elements to a board has been improved (dynamic status selection)

Bug fixes

• Planned revenues are now correctly cumulated again
• When overwriting a sick leave entry, no menu notification was triggered
• Inherited email addresses could not be removed
• Ticket templates did not set the sender defined in the template
• Issues with editing workstation planning resolved
• Project workflows sometimes displayed inherited statuses as inadmissible
• Projects could be overbooked in certain situations using the multi-select “Move” function
• The list of project transactions in the overview of the project detail manager did not include transactions from sub-projects
• When entering a payment, the cash discount value was no longer available as a suggestion
• The “Request holiday” dialog could be called up even when no holiday category was available for the logged-in user