projectfacts 5.8 – Project Workflows

Release 5.8. – The new projectfacts version is here!

Payment plans help you with billing large projects, order extensions are integrated dynamically into the project, and project workflows provide you with an ideal status progression.

With the new projectfacts release, several functions are available to make your processes more flexible, faster, and more automated.

Payment plans monitor your billing situations – automatically

Bill your projects as flexibly as possible. Set up payment plans and automate your billing runs. In the context of projects, several invoices are often raised — for example, upon order placement, halfway through the project, and upon project handover. Simply enter the billing dates, the billable values, or the billable positions and the payment plan will monitor your billing situation.

Project workflows – Define the status progression your project should follow

Many projects ideally follow specific status sequences. Often, certain people within projects are only permitted to assign certain statuses, which must then be approved by the project manager. In the new projectfacts version you can therefore create project status workflows and attach them to projects. This automates your project progressions.

Order extensions are dynamically integrated into the project

It is not uncommon for an extension order or an order adjustment to arise during a project. To ensure these changes are visible in the project as quickly as possible, your order adjustments are created directly in the project. As soon as you add a new position to the order, a billable work package is created in the corresponding project.

In addition to these highlights, there are many minor improvements that will optimize your working day. An overview of all new features, 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

• Payment plans allow orders to be mapped even more flexibly
• Workflows can be defined for project statuses
• Order extensions are automatically transferred to the project
• New report “Project History Analysis” shows project changes over time
• API supports pfTime time tracking app
• Files and directories can be downloaded as a ZIP archive
• Ticket processes with inline images receive an extra icon

Improvements

• Online editing of Office documents improved
• Templates for booked time no longer require a specific project
• The current projectfacts licence is displayed better
• Compatibility with mobile browsers improved
• Colleague overview with more precise information on leave periods
• Credit notes are displayed better in the order status
• Minor improvements to the user interface
• Clearer error message when a leave rejection fails
• Better feedback for warnings/problems with file uploads
• Better support for Office 365 mail accounts
• Contact assignment in ticket master data sets the customer’s auto-project where applicable
• Employee filter in reports standardized
• In the project detail manager, tickets from all sub-projects can also be displayed
• Links in internal messages (popup and normal) are now clickable
• Project selection sorted better (sub-projects by sub-project number, not name)
• IM popups changed the scroll position of the window
• Popup for favourites now has a scroll bar immediately on opening, if needed
• Automatically create sub-projects when a position is added to an order (optional)
• Company address can be used in address generation (instead of organization name)
• Readability of the working time analysis improved
• Certain mandatory fields for costs are configurable
• Web address for a new contact can be taken from the organization
• Recently-used list displays document drafts better
• Costs are pre-populated with the logged-in user
• Item name can now be up to 255 characters long
• Time matrix now interprets 1d as 8h
• When returning a travel expense report to draft, the individual items can be returned to draft at the same time
• New fields for documents (service period, project customer)
• New action: renumber positions in documents
• Bulletin boards can be populated from detail managers
• Various improvements to Excel file export/import (performance, user feedback)
• Contact, organization, and ticket selection lists with more filter options

Bug Fixes

• Attachments sometimes appeared twice in emails
• Various problems with ticket processes (draft) resolved
• Calendar weeks in reports are now matched to the country setting of the logged-in user, not the server
• Imported items are automatically added to the corresponding price lists
• The due date of an open item can be removed via synchronization again
• URL of an external access contains all required information for custom designs of the login page
• File rights assignment via multi-selection was defective
• Campaign contact list showed contacts from the recycle bin
• Milestone list also usable in sub-projects
• Various selection popups adopted special characters with a display error
• The “main projects only” filter in the project list can be saved as a favourite
• Copying meal allowance costs no longer breaks the original
• Error in the wiki parser resolved
• Leave balance preview was calculated incorrectly in rare cases
• Splitting the ticket list by projects caused an error message
• Date validation in resource planning
• New system folders were not hidden
• For mail accounts without a sender mail, tickets can no longer be created
• The end date of an order was calculated incorrectly in certain cases
• Billable total for time-and-materials positions now also takes into account order discounts
• Decimal numbers now also respect the Swiss number format
• It was possible to move folders into themselves and to mark the “FolderUp” folder in multi-selection
• When copying a document, the project link can now actually be removed
• Pre-population when creating new costs was not always present
• Email addresses are now validated when sending appointment invitations
• Projects created retrospectively during order creation are now correctly initialized and receive a project ID
• Various permission error messages improved