projectfacts 6.1 – Simple Operation and Fast Results

Release 6.1

After version 6.0 introduced many new technologies in May, the new version impresses with performance gains and a general simplification of navigation. With the new version, you can quickly and easily personalize your interface. For example, previously created reports or recurring actions can be added to the navigation interface as self-created bookmark tiles. In addition, the search behavior has been significantly improved. Both in the home view and in the individual modules, there is now a search bar in which you can search directly for possible matches. Thanks to intelligent input fields, the relevant elements — such as organizations or projects — are displayed directly after just a few characters have been typed.

Quickly find the employees with the right skills for a project

The skills management in projectfacts has been extended. First, it is centrally determined which skills should generally be recorded and monitored. Employees can then be rated per skill. This is done either by the employee themselves or by authorized third parties, e.g. HR employees or supervisors. After this brief preparation, the skills are available to you as selection criteria when selecting employees and in the capacity analysis.

Dynamic billing with surcharges and discounts

With the new dynamic billing format, projectfacts offers a very useful new function if you want to automate surcharges and discounts in invoices.

The dynamic item is very versatile. For example, it can be used to apply general discounts to an invoice or a sub-section of an invoice. At the same time, the item can also be used for percentage surcharges. One possible variant is, for example, an expense surcharge for travel costs applied to the total amount of an invoice.

projectfacts version 6.1 is available for update from 08.08.2019 for all customers with their own server and standard hosting.

Customers with basic hosting continue to have the option of switching to standard hosting and thus also updating to the new version. A current date for the update on the basic server has not yet been determined.

Changelog projectfacts 6.1

Highlights

• Extension of skills management in HR including a new editing mask
• Skills can be displayed as active columns in the employee list in HR
• Filtering by skills has been added to the capacity analysis
• New billing format for positions: dynamic position, which automatically creates amounts proportional to the total amount or the sum of an area
• Optional account booking number in invoices
• A new element can be created directly in search fields
• Display of annual salary data in HR
• In projects, a trend status can now be specified in addition to the current status

Improvements

• Public holidays are now also displayed in the capacity analysis
• Statistics views with more functions and chart display
• Priority format individually selectable (0-9, ABC, *****)
• Performance improvements for projects
• Notification of ticket escalations now more recognizable
• In the time matrix, days without working time are marked in red according to employment contract data
• Working time analysis shows remaining leave including export
• Working time analysis can now also display leave in days (from the employee’s perspective, not always 8h)
• Approved + Rejected filter in the document overview have been added
• Project time analysis with splitting by area/-matching/category/-matching
• Financial analysis can now also split and evaluate by item and product type. Filters for project and customer have also been added
• Active columns for service notes are now displayed separately for “automatically generated” and “manually entered”
• The history of changes is displayed in boards
• Time matrix now checks whether a valid category underlies the time booking
• In the project history analysis, processes for removing project roles are now displayed
• Improved view of public holidays in the “My Colleagues” list
• The “Future Revenue” report now also shows billing rules
• Improved display of the “Merge Contacts” dialog
• Avatar image is now also the preferred user image in the API
• For sales opportunities, the search now also searches the customer path and contact name

Bug Fixes

• External access + terms of use did not work correctly (menu items continued to be hidden)
• Time booking on ticket status change (project is mandatory as soon as a time has been entered)
• Caching behavior in sales opportunities has been improved
• Even without a selected channel, owners were selectable in tickets
• Ticket processes were visible in the timeline even though there was no channel permission
• The project folder path in the project selection is now clickable
• Wiki pages of the rich text type could not be edited
• Color coding of the ticket is displayed again in preshow
• Module search on the left side works again
• Manually adjusting the start of work for a running check-in did not update the working time in the footer
• Creating a leave request for yourself now also works in the HR module
• Quick filter buttons work again
• Arbitrary closing of popup windows has been resolved
• Adjusting billable time via multi-selection did not work
• Global search now also shows entries based on admin rights
• Visibility of employee billing adjusted to HR rights
• In column splitting in tile views, empty values are now also counted as “Without value”
• Past values in the DRP are now measured against booked project times
• Calculation of capacity warnings with an exact match between planned and actual value was incorrect
• No more password prompts when an incorrect URL is entered (particularly relevant for images in emails with broken links)
• ABC analysis for prospects now ignores contracted offers
• Reports with the consolidation function disabled no longer show deactivated employees
• Time period filter in the cost analysis now only appears once
• Import/export of users converted
• Deleting a sub-project in the structure view no longer resets the view to the main project
• Multiple adjustments to the working day caused incorrect break calculations
• Holiday calendars can no longer be deleted if they are assigned to a user
• With trust-based working time, sick leave is no longer counted as 0h
• The value “Only bill incomplete period” was not transferred from the item to the position
• Waiting status in payment plan fixed
• Order billing of incomplete periods and delta days
• Amounts for cost elements now update precisely when the private share is changed
• Payment plan: past values are now moved to the current month and billed orders are ignored in the payment plan
• Invoice payment in different currencies