projectfacts 6.10 – Effective Sales Controlling

projectfacts Version 6.10 builds directly on the last release and offers you unprecedented possibilities for analysing and further optimising your sales work. The improved usability enables your team to work even more effectively. Find out more about this and all other important new features in our changelog.

Changelog projectfacts 6.10

New Features

• Introduction of new calculation modes for short-time work.
• New unit FTE (full-time equivalent) in capacity planning.
• Tickets can be assigned to organisations.
• Sales opportunities can be analysed over a time horizon.
• New form of one-time validation check that does not require a re-check after editing the element being checked.
• Activity analysis for the time-based analysis of all CRM transactions, sales opportunities, documents, etc.
• System-wide placeholders for documents (IBAN, address line, etc.)

Changes

• Exports are now uniformly in XLSX format; the older XLS format has been removed.
• Key account managers and contacts responsible for important person contacts, as well as the corresponding counterparts on the customer side, can now be better identified and used for evaluations.

Improvements

• New assignment options for sales opportunities: campaign and referrer.
• Assignment of incoming invoice items to sub-projects (and their contribution margins) is now possible.
• The summary of the personal holiday account now also shows holidays in draft status.
• New group permission to view colleagues’ holiday drafts.
• The planability of attendance/absence times can be restricted to a maximum duration (days).
• Employees with trust-based working hours can now report sick leave (duration is calculated from the absence due to attendance times).
• Popup lists with multiple selection highlight the currently selected entries.
• Two new placeholders for the DATEV export using template: “Article number” and “Position title”.
• The Times tab in the project detail manager is now also available for users who are not allowed to see colleagues’ project times – only their own project times are then displayed.
• New CRM transaction type “Presentation”.
• New payment statuses “Cash discount” and “Security retention”.
• New column “Project history” for document lists shows the latest three history items of the linked project.
• New dynamic column “Project type” in project time lists.
• Splitting by project type is possible in project time lists.
• Project team as a property of project roles.
• New link to “Sales representative” in sales opportunities.
• New link to “VIP manager” in contacts.
• New link to “Key account manager” in organisations.
• New active column “Project history” in the “My open items” list.
• Employee target achievement is now also output based on booked time, instead of only based on contract time as before.
• In the copy dialog for documents/document templates, you can decide whether the copy should become a document or a new template.
• New field “Referrer relevance” in sales opportunities.
• When creating a new entry in “Top pinboard entries”, you can now also give the backlink a name.
• In the contact search, you can now select which part of the address should be searched.
• Items from incoming invoices can now be attached to work packages and behave in the same way as with outgoing invoices.
• The article description can now be formatted. For the formatting to be transferred to the document item, the layout must be configured accordingly.
• Capacity planning now also displays relevant attendance information (vocational school, flexitime, etc.)
• When creating a sub-project from a template, the reference date can be used. Time periods (planned start, planned end, etc.) are shifted in the same way as for the main project.
• The description of CRM transactions is displayed in the timeline.
• The capacity analysis can now display dynamic additional columns.
• Timesheets now have dynamic columns.
• projectfacts opens faster, even when not installed as a PWA.
• The project of the sales opportunity is also included in the creation dialog when creating appointments, tickets, documents, and QM documents.
• In the invoice analysis report, splitting by project group is possible.
• In the project times report, splitting by project group is possible.
• API can now output taxtype as enum for the “invoice” endpoint.
• In rare cases, emails were retrieved multiple times from the mailbox when they were further processed by the server after receipt (especially Exchange servers such as Microsoft 365).

Bug Fixes

• Fixed incorrect sorting of sales phases in the sales opportunity analysis.
• Correct currency symbol in the total row in documents with foreign currency.
• The working hours report now shows start-end-break (instead of empty table cells).
• When merging tickets, draft transactions are no longer moved along.
• Capacity analysis often did not display the names of main projects.
• Clerk capacities in the capacity analysis could only see employees for whom capacities exist, even when additional data such as booked time should be displayed.
• Splitting the project time analysis by project type now works correctly.
• Working day analysis can again be filtered correctly by employee.
• The project status dialog now saves the keyword again.
• My travel requests tile shows entries again, even when you do not have admin rights.
• Right-click menu in tree lists (e.g. project structure manager) works again.
• The favourite of a project now jumps to the correct detail manager tab.
• Twitter avatar icons in the news tile were not displayed correctly.
• Clicking on an email address in a ticket transaction no longer calls up the broken email dialog. Handling is now the same as clicking on an address within a contact manager.
• Archived document templates are no longer selectable.
• Excel export “HR sick days” now also exports the illness type.
• Assignment of a ticket when creating an invoice from an order is now configurable (default off).
• Adjusted labels and selection when assigning a ticket during invoice creation from an order.
• When creating a document via a ticket, that ticket is assigned to the document. When creating an invoice via a quote or order, the configuration option determines whether the assigned ticket is transferred.
• QM files are no longer displayed as ”?” in “Meter readings”.
• The filter field for free fields with the field type “Formatted text” is now a normal text field.
• When converting a sub-project or work package into a main project, the correct icon is now displayed.
• Filter groups “Capacities – Period”, “Capacities – Target project” and the corresponding filters added to capacity plan lists.
• My tasks displayed irrelevant items (work packages from project templates, reviews on archived QM documents).
• Billability filter in “Invoice items” now works correctly.
• In the working time analysis, remaining holiday is now also displayed including the previous year’s holiday.
• The holiday period is now displayed correctly again in requests.
• Ticket board entries were sometimes recognised as completed when the associated ticket had an external responsibility.
• Project team filter optimisation. If an employee has no team members, none are displayed.
• Sorting of projects/the project tree in the project status analysis report corrected.
• The external hourly rate of employees is now also taken into account in the “Project time analysis” report for revenue forecasting.
• For attendance categories that do not need to be booked, the correct time is now displayed.
• Board search works again.
• In capacity planning, subsequent days again take into account whether the planning is “fixed”.
• Capacities can again be created with a 100% share.
• Cash discount in ZUGFeRD/XRechnung no longer leads to an error message.