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projectfacts 5.0

Version 5.0 of projectfacts is here! Learn more about new features in the project module & the organisation overview

New Features

  • Action overview for quick access to all actions of an element
  • Display of greyed-out actions including explanatory text (e.g.: “Booking not possible – project closed”)
  • Display of the relationship network of an element for quick navigation
  • Draft mode for projects
  • Specifying project roles and time frames can be made mandatory for project start
  • The link box becomes a pin board: entries with priority, date and short description
  • Interactive overview page for projects summarises all relevant information
  • Interactive overview page for organisations summarises all relevant information
  • Interactive overview page for contacts summarises all relevant information
  • Menu notifications can also be created manually
  • Administrators can switch detail managers to admin mode
  • Sending Outlook-compatible meeting invitations
  • Any tickets can be attached to projects
  • Time can be booked on tickets
  • Optional break times when recording start/end times

Improvements

  • Clear user interface with support for HiDPI devices (e.g.: “Retina display”)
  • Project creation greatly simplified
  • CSS handling in emails
  • Handling of email attachments
  • Marking of ticket transactions with attachments
  • Deleting tickets now has its own permission
  • The “Recently used” list shows more information
  • Forms can no longer be submitted while a recalculation is in progress
  • Various improvements to external access
  • End customers in a third-party ticket may receive an automatic reply
  • CRM fields can be deactivated or marked as mandatory in the configuration
  • Changes to permissions or user groups take effect immediately
  • The check for time overlaps during project time recording with start/end times can be disabled
  • The calendar shows participants in the appointment preview
  • Your own appointments are specially highlighted in the calendar
  • In calendar views with time of day, appointments outside the displayed time range are indicated

Bug Fixes

  • Incompatibility with Internet Explorer 11 worked around
  • Project progress is now displayed correctly in the Excel report
  • Copied appointments were sometimes not synchronised correctly
  • SMS sending is possible without a configured sender ID
  • Booked times: time “24:00” is possible again
  • IM pop-ups no longer trigger the sender’s tooltip
  • DRP error for excessively large planning times resolved
  • Drafts of internal messages can be sent again
Christoph Preißer