projectfacts 5.5 – Efficient Business Processes

Release 5.5 – Efficient Business Processes

Our goal is to continuously make processes in projectfacts more efficient and intuitive. That is exactly what we have tackled in the current Release 5.5. The result is a large number of improvements and new features at various points in projectfacts, enabling you to cover your processes with projectfacts even better.

In the work breakdown structures of your projects, you now have an even greater overview of associated tickets, appointments, and forums. Project phases are also becoming increasingly prominent, for example in the project preview, the calendar, or search masks.

In addition, you have the option to define categories for time tracking at the project level. This saves you even more time when booking your project hours.

Among the many minor improvements, one feature stands out in particular. In future, you will be able to book time directly to contacts in your CRM. This innovation promises above all one thing: a significantly more efficient and faster recording and processing of your customer enquiries, which will save you a noticeable amount of time in your daily work.

Release 5.5 will be available on 25 April 2015. Shortly afterwards, the new version will also be available to all premium customers and customers with their own server.

An overview of all new features and improvements can be found in the following changelog:

New Features

• Work breakdown structures show tickets, appointments, and forums
• Dynamic project planning in calendar days possible (previously only working days)
• Important project phases are displayed in the preview
• Project lists can be filtered by project phases
• Project time can be booked to contacts (default project of the organization)
• Order templates can specify the complete project structure
• New billing rules for project time per area/category
• Permitted areas/categories in projects individually definable
• Columns in the contact list are configurable
• Excel report for the contact list
• Calendar displays project phases
• Individual formatting of the wiki module possible (custom CSS rules)
• General color coding for company-wide categorization of elements (tickets, projects, calendar entries)
• New permission mode for directories: inherit permissions from projects

Improvements

• New columns and filters are available in various lists
• The FindAsYouType search in the file module is automatically reset
• Overdue open items in projects are highlighted in red
• Drop target area for drag & drop upload enlarged
• Detail managers can be closed with the ESC key
• Many selection lists show recently used elements, e.g. tickets, projects
• Merging organizations made more intuitive
• The report on invoice positions can be split by documents
• Color coding of projects can be set via multi-selection
• The DRP also shows the workload of an employee
• Color codings, project phases, and project status definitions are sortable
• Project status can set progress to 100%
• Dynamically planned projects switch from ASAP to ALAP when only the target is defined
• Display speed in work breakdown structures improved
• Performance when creating sub-projects improved
• Display of target/actual values in the work breakdown structure improved
• Automatic time section in the work breakdown structure improved
• Projects in draft status no longer prevent a payment receipt from being booked
• New units of measure in the invoice module (miles and feet)
• Deleting a ticket channel moves the tickets to another selectable channel
• Graphic indicator warns in the ticket system about unintended changes to mail header and footer
• Own server: The root URL now serves a welcome page – no password required
• Handling of incoming auto-response messages improved
• Filter area in the calendar made clearer
• Address generation supports PO boxes and Anglo-Saxon address format
• Check-in/out data is viewable for employees (edit attendance times)
• Administration of group permissions improved by globally deleting rights and importing from other groups
• Quotes and invoices can now be updated retrospectively with a new template
• Different linking of files from lists or detail managers
• Overview of billable positions in orders improved
• The “Share” function can also send direct links by email

Bug Fixes

• Error in the Excel report for the project time analysis resolved
• Gaps in customer number assignment eliminated
• Projects with an open end occasionally showed remaining days
• Ticket alerts were sometimes not triggered
• Various time zone problems in the calendar resolved
• Milestone overview was not sorted by date
• Administrative access to emails was not always possible
• Changed instances of a recurring appointment were not synchronized correctly
• Department of a contact was not synchronized correctly (teamsync)
• Negative order positions no longer generate revenue planning in projects
• Creating a project from an order occasionally set the progress to 3%
• Permission problems when editing appointment participants resolved
• Remaining leave display during leave approval was occasionally incorrect
• Display of project times with breaks longer than 1 hour corrected
• Notification for the creator of a leave request was not displayed
• Reports with calendar week breakdown occasionally only showed one week in December
• Paging through file selection lists is possible again
• Copies of invoices now also reference the order confirmation