projectfacts 5.4 – Improved Project Management Tools

Release 5.4 – Under the Sign of “PM 2”

The new version of projectfacts is closely tied to the keyword “PM 2”. Many new features, along with a series of improvements, allow the project management module to appear in a new light.

By specifying dependencies and gross times, project planning becomes even more dynamic. Within the gross time framework, individual sub-projects shift accordingly, giving an even more realistic picture of the project landscape. To further structure projects in terms of time, it is possible to divide projects into phases. This makes it clear at any time which phase individual projects are in. Independently of the phases, individually configurable statuses can be assigned to individual projects, to which certain functions are linked.

In addition to the familiar sub-projects, work packages are now available, which have the full range of sub-project functions and at the same time make the project view even clearer.

To align various projects to a specific point in time, it is now possible to create cross-project milestones.

Despite the wide range of new features, we have endeavoured to maintain the familiar projectfacts functionality for you. Under the motto “PM 2 is coming – your workflow stays”, the familiar operation when creating simple projects remains available to you. Find out more here.

All new features and improvements are listed as always in our changelog:

New Features

• Dynamic project planning with dependencies and gross time
• Project creation from an order with article-based sub-project templates
• Project contribution margin at invoice line item level possible
• Project phases for time-based structuring
• Configurable project statuses represent the state of projects
• Clearer projects through distinction between structural elements and work packages
• Sub-project templates
• Colour markings for work packages
• Cross-project milestones
• Individual working time records and project reports as PDF report with custom layout
• Substitute rule transfers rights during an employee’s holiday/sick leave

Improvements

• In multiple selection, the entire row is clickable
• Channel statistics in “My Tickets”
• Contact lists can filter by campaigns
• Better error message when resetting a recurring appointment instance
• The actual working time for projects no longer takes into account the date of progress elements
• Performance improvements in the file module
• Business card images can be uploaded from the clipboard
• Project views freely configurable
• Work package overview in the project detail manager
• Various icons revised
• Performance improvement in the holiday report
• Copy function for costs
• Project card revised
• Performance improvement of the calendar quick-search
• Participants are shown directly in the calendar view
• Appointment from a sales opportunity correctly adopts the participants
• Display of foreign currency for costs
• Tax number can be stored for organisations
• Automatic ticket channel and email account selection improved
• Footer revised
• Recently used/Favourites now also include pinboard entries
• Alarms via internal message generate a corresponding menu notification
• “My Appointments” list now has a quick-search

Bug Fixes

• Problems with article selection for large numbers of articles fixed
• Generation of unnecessary project history data fixed
• Editing master data on the overview page no longer resets the progress
• Changing the project in the time booking form updates the status fields
• Deleting the effort no longer converts the resource into an appointment
• Problems with CRM user group synchronisation fixed
• Holiday summary showed no negative balance for the current year
• Rounding errors in travel cost summation
• Problems when copying billed time entries fixed
• Problems with free fields in project master data fixed
• Problems when creating new time booking templates fixed
• Contact list in the customer detail manager shows the external access icon correctly
• Incorrect display of the warning “Contact has no email address” removed
• Contact selection led in some cases to the email address of the company instead of the contact
• Navigating via the channel overview no longer switches the layout
• Display issues with selection fields in Chrome fixed
• Sender rankings when sending SMS are now checked
• Holiday/overtime summary on employee change repaired
• Budget for billable time is now also compared with the booked billable time (instead of the actually booked time)