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projectfacts 5.7 – Public Pages: Share Your Information with Your Customers

projectfacts 5.7 is here with new features: ✓ Public Pages ✓ Wiki pages with live information ✓ Stopwatch function

Release 5.7 – Public Pages – Share Information from projectfacts with Your Customers

On 18 December 2015 the time has come: the Christmas release of projectfacts brings users a whole series of new features again. Particularly noteworthy is the new “Public Pages” function, which makes it possible to share any content from projectfacts with the outside world.

Would you like to send your customers a current project status report? Or should external employees be kept informed about certain processes? These and many other wishes can be realized with the Public Pages function. Specific content from all modules can be displayed publicly.

The same function also allows you to share content with your employees via an info panel. Working through tasks becomes even more dynamic as a result. Tasks are updated in real time, always showing the current status.

As a second major highlight, a completely new method of time tracking is available. In addition to the stopwatch function and day-precise time booking, the new time matrix enables the quick recording of time for an entire week. projectfacts is thus adapting even more to individual company requirements. Time tracking becomes an absolute time-saver especially for employees who work on the same projects on a regular basis.

But that is far from all. Other news, improvements, and bug fixes can be found in the following changelog.

For customers with their own server and premium hosting, the new version will be available a few days after the general release, as usual.

New Features

  • Wiki pages can now contain live data from projectfacts (e.g. a to-do list)
  • Public Pages: Share live information from projectfacts with your customers
  • Time matrix enables booking of project time in weekly view
  • Saving drafts when replying to tickets is now possible
  • Bulletin board entries can be given a status and comments
  • Different billing period for items “by duration” can be configured
  • The tiles in the home area support drag ‘n’ drop and are individually configurable
  • API in alpha status (unsupported, changes possible without notice)
  • Excel export in “Office Open XML” format (Microsoft xlsx) possible

Improvements

  • Minor improvements to the user interface
  • More complex calculation reports can be created
  • Creating new sub-projects in large projects accelerated
  • The date filter in the leave report allows rows to be hidden
  • Naming of PDF exports improved
  • Automatic ticket channel and email address selection improved
  • The ticket channel no longer forces the sender address
  • Tickets can be split by due date
  • The financial report can be split by document groups
  • Employee billing drafts no longer prevent costs from being deleted
  • Performance improvements for calendar synchronization
  • Private address of a contact is now also synchronized via teamsync
  • The main calendar was displayed far too small on large monitors
  • Merged tickets receive a link in the external access
  • Order summary shows more clearly how much is still to be billed
  • Project warnings “not yet started” and “revenue target not reached” can be generally deactivated
  • Project structure: 100% sub-projects can be shown and hidden via a quick filter
  • The default access for new appointments is configurable
  • Organizations can be assigned a default price list
  • Cost types can now have a different internal label
  • Twitter news in the news tile can be filtered by a hashtag
  • Wiki pages can be grouped with a shared header/footer
  • PDF files and images are opened directly in the browser, not downloaded
  • Various usability improvements to bulletin boards
  • Alerts for recurring events and general notifications for sales opportunities added

Bug Fixes

  • Various problems with calendar and contact synchronization resolved
  • Mandatory field setting for some document fields was adopted incorrectly
  • Date pattern was not used correctly in document positions
  • Various HTML encoding errors resolved
  • Problems when importing cost types resolved
  • Problems with sub-project templates in orders resolved
  • Meal allowance details were not shown in the time recording overview
  • Projects whose predecessors ended on a Sunday did not start until Tuesday
  • When creating a project, the description can be completely removed
  • Problems when copying email attachments into the file module resolved
  • Emails with appointment invitations without an appointment or with time zone problems could not be imported
  • Messages that are read are also marked as ‘read’
  • Non-bookable main project templates were always marked as bookable
  • Organization structure could not be displayed even in admin mode
  • The external hourly rate from project templates was not interpreted correctly
  • Certain headings were displayed twice in the DRP
  • The budget for billable time can be reset again
  • Substitutes in some cases received notifications even when the affected person was not on leave
  • Problems when copying a price list resolved
  • Problems when copying a project resolved
  • Tickets can now be sorted correctly by status
  • Organization import: postal code was also saved as a PO box
  • Parsing problems in the wiki module resolved
Marian Heinzelmann