Product Enhancements – Release Notes September 2020

We are happy to announce some new enhancements & fixes:
(Released September 27, 2020)

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.

  • Project Benefits Report:
    • Tiles are updated to indicate benefit direction type
    • Note: to roll up into the same summary tile, benefit title and direction type must match.
    • More information on Project Benefits
  • Settings
    • UI- color of inactive buttons are now grey, no change in functionality.
  • Team Engagement Report
    • Updated summary report to include Target Total Benefit and Actual Total Benefit
  • Global Filters
    • Updated to not affect Custom or X-Matrix Dashboards. Will no longer be visible in dashboard settings.
    • “No View Selected” indicates that no saved (filtered) view is selected. Global filters can be used without selecting a saved view to temporarily filter the view.
  • Metric Import
    • Improved metric import:
      • All date formats allowed: mm/dd/yy, m/d/yyyy, mm/dd/yyyy
      • Day, week, and month input frequencies
      • Added Pareto list and reason code fields
      • Add new metric or update existing metric
    • Download the updated Metric Import Template from the Import Wizard to view accepted format
  • Goal Status Reports
    • Update the existing % complete of the goal when a new status report is saved
  • Coming Soon! Custom Dashboards:
    • NEW Metric Chart Options.
    • Select gauge or bar charts for any View Type or Data Mode

<< Previous Release Notes: Q3:August 2020
>> Next Release Notes: Q4:October 2020