projectfacts 6.6 – Plan and Review Attendance & Absences

projectfacts Version 6.6 this time focuses on the planning of attendance and absences, for example due to vocational school or parental leave. You will also be able to document your projects better in future. Read on to find out which new functions are available and what we have improved:

Our Highlights

Plan Attendance and Absences

With projectfacts 6.6, absence times can now be displayed and defined even more precisely and in greater detail. At a glance, you can now see, for example, when a trainee is at vocational school or how long a colleague is still on parental leave.

On the topic

Have Holiday Requests Reviewed by Multiple Instances

In large companies, it is essential that all responsible parties are involved in the holiday approval process. It is therefore now possible in projectfacts to have holiday requests reviewed in advance by the responsible project managers, for example, before they are submitted for approval. Find out here how to set these up and use them.

On the topic

Changelog projectfacts 6.6

New Features

• Attendance and absence categories can now be configured (holiday types, travel time, further training, …)
• The employee list can display and filter costs per period
• Alarms can now be set for changes to the project status
• It is now possible to store multiple break rules
• Filter capacity scheduling – show employees with scheduling problems
• History analysis extended to include plan changes
• Multi-level holiday approval via reviews

Improvements

• Holiday requests now support two separate requests per day
• My projects has received a simpler default view and project tiles display a description
• It is now possible to combine absences, holidays, and sick leave in the calendar
• Financial item lists can now be split
• New type “Formatted text” for free fields
• The task overview can now display all open tickets, work packages, etc. for a specific organisation
• “My tasks” can now also be split by colour marking
• “My tasks” supports drag & drop for priority for many item types
• “My tasks” now also shows tickets with external responsibility
• “My tasks” hides status columns that are not accessible due to current permissions
• The admin layout list has been modernised and can now be split
• The admin document list has received additional splitting options
• Warning when an item is already being edited by another user
• It is now possible to copy an appointment
• Additional competency categories below professional/language and social competency can now be defined
• Dialog error messages are now displayed more clearly
• Subject of the ticket shows links in the text more clearly
• It is now possible to split capacities by main project and project type
• A user group can now be set as a review condition
• New transaction dialog and list for history items in projects
• The view of the holiday request list has been improved
• Selection fields of filters have been standardised
• Team views in the calendar and capacities show non-working days/public holidays
• The subject and content when switching from a transaction to an email is newly generated for the email
• Sort value for user groups added
• Template used for documents is displayed in the history
• Costs to be billed according to a price list now show the amount matching the invoice’s price list in the invoice detail manager, instead of the note “-Price list-”
• In document lists, the description can now be selected as an “active column”, searched, and exported
• It is now possible to format the project description
• Small thumbnails of photographs are now rotated correctly if required (user image photographed with an iPhone)
• The employee list can now also display contact addresses
• New setting for default recipients for tickets on ‘Reply all’
• Clerk for timesheets
• Archiving of wiki pages
• Fully scheduled cells in the monthly and weekly view in capacity planning now have a tick
• Editing the VAT rate of a document item in admin mode when allowed to edit articles is now possible
• VAT reduction from 19 to 16 percent: matching to different revenue accounts (VAT) and generation of a BU field (VAT) in the DATEV export
• Individual financial accounting export adjusted for VAT matching
• New mode for automatic VAT calculation according to Germany’s rules for the second half of 2020
• The automatic VAT adjustment now only affects quotes, contracts, and invoices
• The VAT adjustment can be restricted to price lists
• In the capacity analysis, it is now possible to split by main project
• When sending a document via the ticket system, in addition to the document number, the document title can now also be included in the email subject

Bug Fixes

• Planned revenues are again cumulated correctly
• The configurable default split in time lists is now applied correctly again
• The legend of the “My colleagues” view is no longer lost
• The bug that the light bulb icon of a time booking description disappears when changing the project has been fixed
• Resetting work entries via multi-selection works again
• It is possible again to display the invoice items matching the split in the invoice analysis
• When checking in/out, the working day is updated again
• Automatic VAT calculation
• Working days that are fully scheduled with capacities are now marked with a tick
• No more errors when moving a capacity
• Deleting capacities works again
• KPI analysis can now also analyse areas
• When copying a final invoice into an order, the items are no longer copied as a final invoice
• The bug that some list titles were not displayed in full has been fixed
• The bug that data for free fields of the type number, date, or formatted text could not be loaded has been fixed
• Saving and closing in a pop-out dialog no longer triggers a “Do you really want to leave this page?” message
• Project status selection no longer shows “workflow only” statuses when no workflow is set
• Mail campaigns now again use the email name from the mail account
• Popup dialogs in which the size of the content can change now adjust correctly
• Ticket alarms are also sent when the ticket has no owner
• Copying QM documents works again
• The scroll position is now again correctly restored – e.g. when deleting items in documents
• Mail preview of e.g. tickets was in rare cases not adjusted to the screen size
• Employee import now saves all free types
• The name of the file folder for cost documents was in some cases not generated correctly
• Sales opportunity selection is no longer displayed when the user has no access to sales opportunities
• Holiday leave is now taken into account in capacity planning
• Notifications in the forum and news were in some cases not sent to everyone
• The API fields “billingAddress” and “visitorAddress” of the organisation are now editable via the API
• Creating tickets via an external access now correctly triggers alarms stored in the ticket channel

Hotfixes

• Items can now also be dragged into empty boards
• Empty boards no longer display invisible columns
• After editing the “Subject of the ticket” in the history view, the view now updates correctly
• HR employee appraisals: files are now correctly tagged and displayed in the “Assigned HR documents” list
• Editing time booking templates no longer changes the date of the “My day” view
• Status split of “My tasks” is now better sorted
• The preview of a manually ticked milestone is now displayed correctly
• When creating a project, changing a reference date no longer discards all previously entered data
• Duplication in contact fields via the “Apply” button has been fixed
• The bug that drag & drop in split tile view loses the corresponding value when that size cannot be edited has been fixed
• Participant conflict check in appointments could throw errors when participants were entered manually by name or email
• The bug that the filter dialog of selection lists (three-dot widget) sometimes appeared behind the popup has been fixed
• Order calculation works even when no items are present
• The replacement of free fields now works as planned
• The bug that saving favourites was sometimes not possible has been fixed
• The bug that loading bars in the module search were not always displayed correctly has been fixed
• Problem with time zones in PDF generation fixed
• Open items in the task overview can again be moved to a different status
• Display problems with the task overview fixed
• Failed campaign emails no longer generate CRM transactions marked as completed
• Re-sorting in the task overview no longer generates an invalid priority of 0
• Main contact email without contact ID is again added in “Reply all”
• Contact selection for SMS sending works again