projectfacts 5.11 – Improved Usability

Improved usability for everyday use

The new projectfacts version 5.11 focuses on further improved usability to make daily use of projectfacts more effective. The focus is on collapsible views and the use of drag & drop functions.

Collapsible project trees ensure that you never lose track even with more extensive projects. This feature allows you to visually arrange, for example in the project view, sub-projects and work packages in a way that suits your focused work on the individual sections of your main project.

With the completely revised text editor you can, among other things, insert images into your texts via drag & drop as well as copy & paste. This gives you the ability to create your tickets more easily and quickly. For an improved visual representation of your requests, you can now easily insert screenshots saved to the clipboard into your ticket, or drag any image files from the desktop into the editor.

In addition to tickets or emails, the new editor can also be used to create wiki pages or forum posts.

The new projectfacts version will be released on 18.11.2016 and will be available a few days later for premium hosting customers and customers with their own server.

All further news, improvements or bug fixes can be found in the following changelog.

New Features

• New text editor with drag & drop and copy & paste support for images from the hard drive or clipboard
• Download multiple invoice PDFs as a ZIP file (directly from the list)
• Default font for emails and tickets
• Monthly cap on the overtime account possible
• In the chat, members of groups can now be added and removed (only the group admin)

Improvements

• Complex processes are visualized by a loading screen
• Tree structure views can now be expanded and collapsed
• Additional columns in document lists: payment due date, billing rules
• Currency exchange rate can be changed subsequently in documents (admin mode)
• Assign pinboards via multi-selection
• Assign milestones via multi-selection
• Additional organization filters in the contact list (industry, size, type)
• Add campaign participants by email address
• Split ticket list by priority
• Project creation from orders improved
• For employees without a complete working time configuration, weekends are not working days
• Unnecessary red coloring in the working time analysis removed when attendance times are turned off
• API extended: download vCard of a contact
• API extended: content search in specific text fields possible
• Significant acceleration when moving projects
• No duplicate notifications for sales opportunities
• Links to external systems at organizations possible
• Time matrix now supports the mandatory setting for comments
• Selection lists show which elements are currently selected
• Selection lists for multi-selection fields also allow removal of elements
• Selection lists expand when searching if needed to display matches
• Selection lists for employees/groups improved, optionally with competency selection
• Display of the list of open detail managers improved
• Improvement when setting external access
• Duplicate entries in pinboards created by inheritance are no longer displayed
• When using a template for a sub-project, the name is adopted
• Icons in the project preview card are now clickable
• Design of the pinboard preview card improved
• Only times booked under My Day receive the date selected there
• When sending a document, a history entry is created
• When posting a payment receipt, dunning notices and fees are displayed
• Mail import of large mails accelerated

Bug Fixes

• When copying projects, the workflow setting was not copied along
• Budget display when booking time fixed
• Problems with the global search fixed
• Default project roles were applied when creating sub-projects
• Totals in split lists were not always correct
• Layout issues with IE11 fixed
• Problems with pfChat in Firefox fixed
• DRP calendar week displays fixed
• Tickets from external access now receive the color marking from the channel
• Tickets can now display multiple assigned documents
• Merging tickets does not change document assignments
• Illness times were no longer displayed in several views
• Holiday times were no longer displayed in several views
• Creating a new ticket ignored the selected status
• Creating subdirectories in the admin interface did not work
• File sharing in external access did not work with visibility mode “Company”
• Missing fields added to Excel export of organizations
• Contact import no longer treats contacts as an organization when the “isperson” column is removed
• Online editing of MS Office files on macOS did not work with the current Office version
• Various API bug fixes