projectfacts 5.6 – Flexible Project Planning

Release 5.6 – Flexible Order Design Simplifies Project Planning

On Friday, 11 September 2015, the new projectfacts version will be released. The focus of this version is primarily on improved online editing of Office documents and more flexible order design. The latter greatly simplifies the planning and billing of complex projects. It is now possible, among other things, to bill different hourly rates within a single work package.

This means you can plan complex projects and deploy employees with different skills and hourly rates, while at the same time keeping your orders simple and clear. With the new order design, almost any combination is possible.

To complement this, the skills from your employee profiles are available to you as part of your project planning. This helps you find the right employee for the upcoming project.

All other news, improvements, and bug fixes can be found in the following changelog.

A few days after the release, the new version will also be available to all customers with their own server and premium hosting.

New Features

• Office documents can now be edited directly with Microsoft Office 2010/2013/2016 (no Java required)
• More flexible order design allows billing by hourly rates
• Access rights can be granted for specific document types
• Meal allowances are now billable like other costs
• The “Bookmark Elements” function allows you to compile your own selection in many lists
• News module for an electronic company newsletter
• Employee-related budgets for billable project time

Improvements

• When booking project time, the matching order position is displayed
• When exporting contacts, complete address blocks and salutations are now generated if required
• Item numbers can be changed more easily
• Columns in project time lists are configurable
• Quick date filters in many lists
• Order data can be exported to Excel
• Open items can be given an additional comment field
• More space is available when replying to internal messages
• Tickets with an owner can now also receive the status “new”
• Project lists can set the “All Project Roles” column as the default
• Project lists can now filter by employee and role
• Cancelling the stopwatch now has a confirmation dialog
• Configuration errors are displayed to administrators in the footer
• It is now possible to reply to emails for shared files
• Booking project time without disruptive interruptions caused by recalculations
• Campaign actions of the type Email are now more intuitive to use
• CRM processes from campaigns with more details
• Travel expense reports: Excel report now includes total costs and reimbursement total
• Input of meal allowances simplified in many places
• Standardization of ticket filters
• Invoice position list Excel export now includes the manufacturer
• Loading time of the item list accelerated and price display improved
• Exchange rates can now be entered with six decimal places
• Performance improvement when creating new sub-projects
• Minor layout improvements
• More sensible splitting of the campaign list after completion
• Project times can be booked directly from organizations
• New wiki lists
• Resource planning according to skills from employee profiles

Bug Fixes

• The “flexible” label was not displayed correctly for project framework conditions
• Not-yet-approved special leave was handled incorrectly in the leave forecast
• Required field setting was not taken into account for ticket categories
• When booking a stopwatch time, the “Cancel and Reset” action led to a dead end
• Permission problems in the organization cost list resolved
• Visibility and mandatory setting of item fields was not always correct
• System configuration was displayed incorrectly in “Recently Used”
• In rare cases, it was no longer possible to change the password
• My Tasks showed more elements than were listed in the summary
• Campaign contact list sometimes showed an incorrect assignment status
• Passive items could be used for quotation creation
• Problems when uploading new file versions resolved
• Travel expense reports in draft status sometimes appeared under “Ready for Billing”
• Problems when checking material costs resolved
• Permission problems when editing project appointments resolved
• Project assignment of a campaign could not be removed
• Campaign description was not searched
• Stopwatch list now also shows stopwatches started from tickets
• Deleting quotes now updates the revenue forecast
• Leave overview now also shows leave periods that extend into the view
• Inherited permissions when creating a project from a sub-project template were not interpreted correctly
• Incorrect entries for ticket watchers no longer lead to a blank page
• Display error in the external access resolved
• Project selection when creating new resources showed too few projects
• Excel report on document positions showed incorrect headings
• Various problems with the wiki parser resolved
• Problems with the substitute rule resolved