Product Enhancements – Release Notes February 2021

We are happy to announce some new enhancements & fixes:
(Last release February 26, 2021)

Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window” to refresh the cache.

Metric Tile/Bowling View:

  • Performance Enhancement – improved loading speed of views

Workflows:

  • Permission Update: can edit, add, remove project benefit tiles of workflow if user has access to workflow. Does not need to be creator of the workflow.

Project Details:

  • Set filters from the Idea Funnel, Project List View, or My Projects to minimize results returned in tables/list. Open a project and using the back and next arrows, navigate through the projects returned from the previous view.
Project Details
  • Workflow Dropdown – Order is alphabetized

Metrics Modal:

  • Actual 0, Target > 0, RAG = red
  • Actual 0, Target 0, RAG = green
Metrics Modal
  • Submetric chart reflects the view selected.
  • Daily view will display a Month to Date submetric chart
  • Weekly, monthly, quarterly, and yearly views will display Year to Date
Weekly, monthly, quarterly, and yearly views will display Year to Date
  • Headers in data tab indicate the RAG color used to represent the values
Headers in data tab indicate the RAG color
  • Reason Code – can remove reason code from data cell

Clear Filters:

  • Clear Filter button will clear all filters in the global filters and table headers
Clear Filter button will clear all filters

Goal Grid View:

  • Filter Projects by status type: Idea, Active, Control, Complete, Shelved, On Hold, Cancelled
Goal Grid View

Custom Dashboard:

  • NEW Metric tile option – Bowling Chart
  • Add a bowling tile for individual metrics. If parent metric selected, submetrics will show when parent is expanded.
Custom Dashboard

Profile Language:

  • Profile Settings –> Strategy language available
  • Applies changes to main navigation and metric data headers
Profile Language
Profile Language
Profile Language

Notifications:

  • Admin Settings- set default new user email notifications to all enabled or all disabled
Notifications

Metric Export/Import:

  • Updated file compatibility
  • Export a full list of metrics, update data, and reimport the same file

Add/Linking Modals:

  • Filter search results for existing Goals, Metrics, and Projects by Department
Filter search results for existing Goals, Metrics, and Projects by Department

Project Charter:

  • Linked Metrics UI update to show header information prior to linking
Linked Metrics UI update to show header information prior to linking

Project List – Saved Views:

  • Saved Views in the Project List View will save the columns displayed and the sort/filters applied in the headers of the table.
  • To view which columns and filters are applied in the saved view, select “Edit View”
  • To edit the table columns and filters, configure the desired settings and create a new saved view
Saved Views in the Project List View

Project Portfolio Timeline:

  • View and filter by project status- ideas now included in timeline
  • Filter by completion date
Project Portfolio Timeline

Metric Modal:

  • Toggle the data displayed in the charts and data tabs using previous and next buttons added to the date selector
Toggle the data displayed in the charts

View Only Users:

  • Users with view only license or team role can toggle the data displayed in metric modals. View type and date selector are configurable but user cannot edit data without additional permission

Project Tasks:

  • Updated UI when user does not have permission to edit due date on tasks
  • User permission is determined by User License Type and Team Role
User permission is determined by User License Type and Team Role

GetProjectsAPI:

Bug Fix Areas:

(For more information contact your KPI Fire account support)

  • Metric modal charts
  • Metric bowling view totals
  • Goal list view add/linking
  • Metric full export