projectfacts 6.0 – Release of the New Version with Numerous New Features

Release 6.0

Kanban boards for agile working, extended functions for personnel management, and optimized click paths – the new projectfacts release is equipped with extensive new features. projectfacts 6.0 covers additional business processes and has been equipped with smart functions and new interfaces that will make you even more effective and faster when working with the software.

Kanban, Scrum, or your own method – Boards support agile working

The new boards give you agile tools for your project work. Whether you want to work according to Scrum, Kanban, or your own agile method: the boards support you optimally with agile teamwork. The agile boards can be freely configured according to your wishes and adapt to your way of working, not the other way around. The new function is fully integrated into all other modules of the software, enabling direct links. With a card on a board, tickets, contacts, files, or appointments can be linked directly. The intelligent links save you duplicate work and at the same time ensure that a card always contains the latest information.

Personnel management: digital employee file and automatic surcharge calculation

The existing personnel management module has received a comprehensive upgrade and can be used as a complete digital employee file. For each employee, you can store particularly sensitive data such as salary data, contracts, application documents, references, certificates, meeting minutes, and individual agreements such as bonuses. The documents are protected with special security classes and access permissions.

projectfacts also takes the work off your hands in payroll accounting: surcharges for work on Sundays, public holidays, or night work can now be calculated automatically. Everything is documented in a monthly closing, which forms the basis for billing.

Optimized user guidance and quick access to important information

Users are now supported even better with all important actions within the software so that they can work more efficiently and faster. A so-called floating action button helps the user to quickly perform an action. An additional favourites menu ensures optimized click paths and quick access to the most relevant information. Also new is the module search, which searches all content of individual modules and thus finds not only content but also functions or reports located within the modules. Favourites can be saved for each module to quickly access important projects, wiki entries, customers, lists, reports, files, or tickets. The new sidebar also provides quick and always visible access to relevant areas of the software. New tile views and various charts give users a quick overview of important data such as revenue figures.

Changelog projectfacts 6.0

Highlights

• Digital boards for agile working according to Scrum, Kanban, and more
• Smart search within individual modules searches through content as well as functions
• Automatic surcharge calculation for night or weekend work, documented in a monthly closing
• Digital employee file with special security class and access permissions
• Optimized user guidance and optimized click paths through favourites function, sidebar, floating action button, statistics, and chart views

New Features and Improvements

• The employee list can display commissions, salaries, and bonus payments
• Target/actual analysis of booked time and the defined time budget
• New review type for documents classified as critical can be given a special workflow
• A PDF report can be created from open items
• Optional grace days can be integrated for action required on open invoices
• Project list can be filtered by most recent changes
• Duplicate check is available when creating new contacts
• When replying to tickets, the visibility in the external access can be set
• The cost report has received new splitting options
• Settings for checking or complying with the minimum break have been added, so the minimum break can no longer be undercut
• Employee list can display overtime account and settings
• New special leave types added
• Combination of different leave types within a single day possible
• Multi-level approval stages for leave requests can be configured
• In the employee list, times per period can optionally be displayed and exported by category
• In the ticket analysis, tickets can be analyzed by creation date and last modification date
• An alternative billing address can optionally be specified for orders
• In the time list and activity analysis, time not yet billed is displayed
• Older projects move up in the calculated prioritization based on their age
• For open CRM activities, the Priority field can now be set as a mandatory field
• Financial positions now have a invoice type field
• New tasks automatically land on the bulletin board linked to the project
• My Projects has received a simpler default view; project tiles show a description
• The default view for customers and contacts has been simplified
• In travel requests and expense reports, times can be set as a mandatory field
• The working day analysis now also exports project times
• The payment target “end of month” can now be preset for customers
• Cost centers can now be set in documents
• Full-text search for tickets can also search the organization path
• For travel cost elements, the linked file can be selected via a selection dialog

Bug Fixes

• The performance problem in the file module has been resolved
• Planned revenues are again accumulated correctly
• It is now possible again to log in with Firefox on iOS
• The leave request import now takes into account the leave type
• Disabled mail accounts can no longer be selected in campaigns
• When working on open items from “My Day”, the description of the open item is now correctly adopted
• All favourites under “My Day” are displayed again
• Leave is now correctly displayed again in the time matrix