projectfacts 5.9 – Improved Service

Release 5.9 – The Service Release with Many Improvements

With our service release we have improved projectfacts in many areas: clear user guidance in multi-selection informs you in advance which elements you can work with. On small screens, projectfacts now becomes more compact. And you can track down duplicate address book entries with our duplicate search.

The individual changes in detail:

New Features

• Duplicate search in contacts
• Timesheet rule for individual employees
• Individual overtime rules per employee and time period
• Document numbers with month and day possible

Improvements

• Multi-selection with improved user guidance and context-based permission checks
• Layout on very small screens improved
• Intelligent selection of billing positions according to date rules
• Display unbilled services in order list
• Export of calendar entries as Excel list
• Easy creation of templates when booking time, including color coding
• Number assignment for contractors/suppliers improved
• Project ID pattern can now be set without the help of 5Point
• Leave report with more understandable labels
• Sales opportunity list in the customer detail manager can filter by department
• The order list shows the next installment for payment plans
• Import of CRM processes and organizations improved
• Generation of address blocks and salutations improved
• Option to specify a mail account for sending financial documents
• New unit in the invoice module: “Copies”
• Manual entry of breaks (attendance time) made more intuitive
• Phone links more flexibly customizable

Bug Fixes

• Correct default view in “My Documents”
• Milestone overview in the project detail manager was unusably slow
• Future revenue report now applies time filters more strictly
• Automatic number assignment did not work when creating new organizations
• New main project from sub-project inherits the previous customer
• Time columns in the booking analysis were not displayed
• Removing document permissions is now possible without an error message
• Recently-booked list occasionally showed projects that cannot be booked
• Dynamic project planning could not calculate certain dependencies
• Inherited tax rates were not correctly taken into account during cost billing
• Wiki headers can now contain links without breaking the table of contents
• Wiki headers can now also contain equals signs without making section editing impossible
• Currency problems with meal allowances that deviate from the main currency were resolved
• Deleting files via the FileDetailManager sometimes did not work
• Remove-by-DoubleClick works again in multi-selection fields
• Project created from a template no longer forces incorrect start/end/gross settings
• Sub-projects automatically receive the “Synchronized Directory” setting with the appropriate client configuration
• Salutation and signature in tickets is loaded more efficiently
• No duplicate display names for employees are possible any more (old ones remain in the system)