projectfacts 5.12. – Structuring of Projects

Steps towards better structuring of your projects

The new projectfacts version once again picks up where your company’s performance can be improved – better structuring and at the same time simplification of process workflows.

Projects can now be easily structured using project directories, and the ticket module has also been streamlined with the ability to set the ticket status to “permanently closed” and release times directly via the ticket.

Despite the many automated categorization options such as project types, customers or project status, there is always a need or desire to group projects into various folders. Project directories were developed precisely for this purpose.

Analogous to the familiar directory structure in file systems, you can build up your project landscape. How the structure looks or according to what criteria you organize your projects is entirely up to you.

Possible examples are an organization by versions of your product development, by branch, the size of your projects or internal task areas.

Once your main projects have been sorted into the appropriate directories, your employees will be guided more quickly to their destination thanks to a clear and intuitive interface.

The new projectfacts version will be released on 17.01.2017 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

• Project directories for hierarchical organization of the project landscape
• The overtime report of the HR module can optionally show weekend/holiday work and changes to the overtime account
• In documents, the display of quantity and price can be hidden for item ranges (layout adjustment may be required)
• Forecast of the proportional revenue for times that have not yet been billed
• Ticket statuses can be marked as “permanently closed”
• Time approval can be used via the ticket module

Improvements

• Meal allowances and travel costs now show the taxable portion for the employee
• Table columns can now also be customized in the cost module (reordered, shown and hidden)
• The department/category analysis now also shows the holiday times of the respective employees
• Permission check for creating sub-projects with better feedback
• Errors caused by exceeding the limits when exporting in the old Excel format are displayed
• Key account managers of the organization are inherited by the departments and shown in service notices
• Master data can be maintained via multi-selection in CRM, invoicing, projects and open items
• Multi-selection now allows page turning and resorting without resetting the selection
• Costs can be moved back to draft via multi-selection
• Special contacts of an organization can now be used in filters and multi-selection
• Multi-selection in the HR module for convenient changes to working time data
• Emoji button in the editor
• New view for employees’ “own” costs available
• The API now supports field content search
• Sorting function in lists accelerated
• Notification for deactivated meal allowances but activated travel cost menu item
• Address generator discards incomplete addresses and falls back on the private address if applicable
• Messages are no longer unintentionally marked as automatically read
• The absence tile only shows weekends when needed
• Better pre-population of a new offer from a sales opportunity

Bug Fixes

• Ticket status is only set to standard-open by a customer message when necessary
• Display error in the project resource calendar fixed
• Optional or alternative items are no longer classified as pending
• Caching problems during file upload (e.g. for customer images) fixed
• The forecast of future revenues now also correctly interprets cancelled invoices
• Project creation from order: project created from a department ignored the bookability pre-setting
• Color of project status can be completely removed again
• Order in the “My Appointments” tile was sometimes wrong when it contained recurring appointments
• Removing appointment participants was not possible in some cases
• Faulty print view of tickets in Firefox and Edge fixed
• Internal messages are now only sent to recipients with the message module
• Files in public access were not displayed when visibility was set to “Company”
• Office editing works again with current Mac/Office version
• CrmImport deleted all first names when the xISPERSONx column was missing
• Tickets from external access now also receive the color marking of the channel
• Alarms for ticket categories can be edited again
• Subtotals of split lists were not calculated in the Excel export
• Internal tickets were provided with an email footer in some cases
• The email footer in a “ticket from request” was not updated correctly
• Converting a work package into a sub-project created an unexpected project structure
• The keyboard shortcut Ctrl+End triggered a debug function
• Project status filters were not complete
• Deactivated employees were visible as participants in an open items list
• Document list in a sales opportunity now correctly filtered