projectfacts 6.7 – Planning for the Future

projectfacts Version 6.7 prepares you for the new year with new functions and improvements. Find out what’s new and what will be important from 2021 onwards, along with the complete changelog, here.

Our Highlights

Revenue Planning

With projectfacts 6.7, potential revenues can now be planned more precisely. Distribute your future revenues across a time period as well as across cost carriers and cost centres.

On the topic

Important from 2021

Various regulations and standards are changing with the new year, so pf 6.7 brings, among other things:

• the invoice format ZUGFeRD 2
• the new authentication standard from Microsoft 365

Changelog projectfacts 6.7

New Features

• Revenue planning
• Invoices in ZUGFeRD 2 format

Improvements

• Projects can be given an additional total budget (booked time)
• Booked times can be given an additional “Quantity” field, which is also available in reports and in the Excel export
• In document reviews, the key account manager can now also be stored as a reviewer
• Ticket escalation can optionally take effect immediately when an employee is on holiday or sick
• The layout can be switched to a touch-optimised mobile mode, for example to record times with a smartphone (BETA)
• Tile view in capacity lists of projects deactivated
• Changing a milestone’s progress in increments of ten from 0 to 100%
• Filter label of open items changed from “Author” to “Creator”
• Employee list can be filtered by user groups
• Project: in the “New sub-project” dialog, a colour marking can now be set
• Redundant views in the sales opportunity analysis deactivated
• When booking time in a resource, the linked ticket is now automatically attached
• It is now possible to filter whether public holidays are displayed in the attendance time list
• Ticket alarms by email contain the content of the latest transaction
• The capacity analysis also shows an overview of the remaining, free capacities (per employee, monthly)
• Rest row added to each chart type
• It is now possible to activate/deactivate designated rows for the chart type “Line chart”
• Deleting all completed board entries now only takes place after confirmation
• Report: Project selection in the filter changed to popup select list
• CRM: Customers: “Key account manager” and revenue potential columns can be exported
• Statistics views for tickets improved. Rest row and null caption added
• Attendance categories are displayed again
• Layout/theme selection revised
• Available layouts and colour themes can be restricted in the configuration
• The capacity analysis highlights cells for which no employment contract can be found for the combination of employee and date
• Comments on a sick leave report are now saved in the absence element rather than in the working day and can also be edited retrospectively (e.g. when entering the medical certificate)
• In the daily detail manager, planned capacities can now be booked very easily
• Under “My capacity planning”, it is now easy to book the planned capacities of past days
• Calendar displays fewer years so that scrolling to the next year is not required
• Board items can be created as open items by action or multi-selection
• Key account manager as reviewer in document reviews
• Additional number field when booking time
• Payment method “Company” sets the billing type for employees to No
• For labour costs in the project business card, resources are now shown separately if available and are no longer included in the displayed value
• Adjustment of employee combobox options; passive employees are shown as a separate group
• The task overview can now be filtered by status
• More flexibility in how capacity conflicts are resolved when approving a holiday request
• Project times can now be filtered by billing customer
• Permissions for financial documents can be set via multi-selection
• Time recording stopwatch now shows the appropriate type icon with state icon
• Progress display during working day recalculations
• API: requests to /api/ticket can now be restricted with the new query parameters owner and channel
• From the end of January 2021: support for Microsoft 365 email account authentication (OAuth2)

Bug Fixes

• Forum module view for current polls adjusted. Text on a voted poll is no longer cut off.
• Quick filters in dropdowns are displayed in green when active
• Active view filters are again displayed correctly
• Problems with alarms for open items fixed (wrong data type)
• The document send subject is now inserted correctly into the ticket again
• Recalculation of remaining daily capacities is now faster
• Dynamic columns in boards work again
• Categories in boards are again displayed correctly
• Filters are now again set in the other list when called up via the “magic button”
• When copying a calendar entry, the wrong calendar no longer opens
• Remaining budget is again displayed correctly when splitting by project in the project times list
• User groups in the capacity team are now correctly resolved into employees in the deployment plan
• The list of missing placeholders in the layout is correctly updated
• Copying a calendar also copies all data
• Autoreply replacements
• Missing DB item for empty entry “Target value” under “My goals” added
• Adjustment of relative project alarms when the planned start or planned end date changes
• Splitting customer list with activated ABC analysis
• Permission for active column capacities in projects now depends on the same right as resources, no longer on financial rights
• During the generation of items by campaign transactions, the selected contact type is no longer lost
• Project assignment when sending invoices via ticket email
• Ticket mail print no longer generates an empty page at the end
• Images copied from ticket transactions into a new ticket are now correctly embedded in the email
• When following up or forwarding an email, embedded images were moved to the attachment when the default email template contained no placeholder for the original email
• Project description in financial documents (PDF) is again replaced correctly
• Under “My day”, the correct unbooked time is again displayed
• Working time categories that do not need to be booked no longer trigger a “Please record your times completely!” warning
• The correct “From date” is now displayed for holiday requests that span multiple years
• A manual check-in with a start time is now also saved correctly
• Week start Sunday/Monday is now also taken into account in reports
• View for capacities
• Dialog for creating an invoice did not always show all options
• Popup for text blocks no longer overlays the entire window invisibly (on mobile devices)
• Linked item on a board no longer opens multiple detail managers
• Permissions for the CRM customer list adjusted. The permissions “May view CRM” and “May edit CRM” are now decisive for, e.g., the revenue potential

Hotfixes

• When “recycling” a holiday request (Send-Cancel-Edit-Send), the “DaysNeeded” (“holiday account”) info was not recalculated
• The “Now to be billed” summary of the “Order billing” list now shows the correct amount (advance and partial invoices were not taken into account here)
• Priority mapping of CRM activities under “My tasks” corrected
• Holiday on half public holidays was not entered (-> no deduction from the holiday account but also no holiday on that day)
• Entering an apostrophe in certain field types led to errors
• Multi-selection – delete in My capacities did not work
• Better translation in the calendar “Other entries -> Attendance/absence times”
• Rejected cancellations may be requested again
• When saving an edited working time entry, it is ensured that the working time is not empty
• Moving public holidays to a new date now cleans up correctly
• No more holiday sun icon on public holidays, but instead the public holiday star
• Time bar for appointment conflicts shows the current appointment again, even when there are no conflicts
• Anyone who can approve holiday for others but not apply for it could in earlier versions inadvertently redirect another person’s holiday request to themselves
• The holiday overview beneath the request list now only shows employees for whom holiday can be approved
• If the user can approve holiday for more than 30 colleagues, the holiday overview beneath the request list only shows the requests
• More flexibility in how capacity conflicts are resolved when approving a holiday request
• Milestone selection for input data of QM documents now correctly respects the defined data filter
• Adding project employees led to deletion of the employees (team)
• Unnecessary attachment warning when sending emails reduced
• Capacity lists show the correct figures in the “Deployment plan (future)” column (also without the “Review status” column)
• For articles with a billing type of time duration and billing duration other than 1 (e.g. 3 for quarterly), the end date is now determined correctly