projectfacts 5.13 – Activity & Financial Analysis

More knowledge thanks to better information

Better information presentation for more knowledge and sound decisions. The new projectfacts version 5.13 addresses this directly. The highlight is the activity analysis. In addition, the time-dependent financial analysis sheds more light on your financial data. And of course, in this release too we have also fine-tuned many details that make your daily work easier.

The Activity Analysis – All information on a topic at a glance

The activity analysis now consolidates all processes relating to a topic. Think, for example, of a larger project. You are searching for an important piece of information. You should not waste time, but have the information directly at hand. The activity analysis is the solution to this ever-present problem.

What was discussed? What is the current status? “There was that one ticket” – all of this information can now be filtered out in no time and is available in a timeline. Particularly important processes can simply be pinned to the pinboard. This way they are always prominently visible.

The activity analysis does not only exist in projects. All information is also compiled for you in tickets or contacts.

The Financial Analysis – The comprehensive evaluation of your financial data

“What is the contribution margin of our projects in the first quarter?” – this could be a question that the new financial analysis answers. A wide range of filter options is available for evaluating your financial data. With which customer did you achieve the most revenue? How high were your personnel costs on a project or during a specific period? Important questions to which the financial analysis has an answer.

Have you ever wondered what proportion of your revenue comes from new customer business? Using the new and existing customer analysis, you can display this information immediately. How many new customers did we have in March 2017? Do we generate more consulting revenue from new or existing customers? – the answer is available in two clicks. From the insights gained, you can draw the appropriate conclusions.

Many noticeable improvements in daily work

In this release too we have once again fine-tuned many details that make your daily work easier. For example, ticket processing and time booking in one step.

Maintaining CRM master data has also been significantly improved. Thanks to a completely dynamic dialog, you can now store any contact fields, such as email addresses or phone numbers.

The new projectfacts version will be released on 21.03.2017 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

• Financial analysis for time-dependent evaluation of all monetary business processes
• Current status of the ticket resolution process is displayed above the history
• CRM master data: Any number of contact fields such as phone numbers, email addresses, etc. can be entered
• Share projectfacts content in the updated projectfacts Chat
• Access to already-read notifications (menu notifications)
• Document number generator for travel expense reports
• Activity analysis for various elements provides an overview of all processes
• Internal comment option for project times
• Analysis of new customer business vs. existing customer business
• Display of the offer and order situation in sales opportunities

Improvements

• Pin elements to the personal pinboard via multi-selection
• Permanently closed tickets can no longer be reopened via external access
• The salutation stored in the CRM is now also used in the ticket module
• Quick search in the project module also searches in subdirectories from the current directory
• Extended access to CRM data via the projectfacts REST API
• Country list for customer segmentation extended
• Search in the organization selection improved
• Menu messages can be forwarded to colleagues
• Comment for project times can be pre-set personally
• Delivery date in invoices possible as a mandatory field
• Excel export of offers with additional data
• Sorting of lists accelerated
• Access to inline images from tickets
• Cost elements have received a pinboard
• Extension of offers by future contract data
• Extension of views in document lists by an item statistics
• When changing the price list, only values for name and description that are explicitly set in the price list are adjusted
• Automatic reconciliation between CRM processes and document data for offers and orders
• Delivery date and service period added as optional columns in document lists

Bug Fixes

• Configuration of ticket channels could not be saved in some cases
• Search filters in organization lists behave more intuitively
• Text modules in Internet Explorer 11 fixed
• Text modules in “simple” input fields usable again
• Total number of elements in the project list was incorrect when directories are used
• Graphical errors sometimes occurred when searching in selection boxes
• Too many elements were transferred via teamsync
• Multi-selection was limited with only a few hundred elements
• Multi-selection did not always respond in split lists
• The popup with file actions was partially displayed outside the window
• Navigating back in Safari occasionally caused connection problems
• Working time analysis did not reliably display holidays in the total column
• User filters of the department/category analysis are also taken into account in the unexpanded view
• Holiday display in department/category analysis ignored working day configuration
• Free fields from project templates were not adopted
• Merging contacts now prevents inconsistent situations (multiple employees no longer permitted)
• Billed project times in the time matrix no longer appear editable
• Special contacts from the recycle bin are no longer displayed