Product Updates

We are happy to announce some new enhancements & fixes:
(Last Release September 9, 2022)

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New Features

Project Benefit Exception Report

  • Projects
    • Go to reports
    • Click on Project Benefits Exception Report
Project Benefit Exception Report

Project Benefit account text is clickable from within the project

  • Projects
    • Select any project with project benefits
      • Now all benefit titles are clickable
Clickable Benefits

Project Benefits button location

  • Projects
    • Select any project without project benefits
      • Project Benefit
        • Add Selected Benefit/Cost Accounts

Project Budget Reports

  • Projects ->Reports->Project Budget Reports
    • Now shows departments when no projects exist in the department
    • Updates to colors and labels
    • Added filter by workflow

Project Budget Reports now show name of benefit with target, forecast & actual

  • Projects ->Reports->Project Budget Reports
    • Select one or more benefit
      • Now target, actual, and forecast will have benefit name

Updates/Bugs Fixes

  • Release Date 9/16/2022
    • Huddleboards will refresh after 60 minutes
    • Small ui changes for add team member button
    • Fix issue with xMatrix print view not showing secondary relationships properly
    • Project Benefit tile added to Huddlboard will now show forecast row (if enabled)
    • Fix typo on reset password email
    • Fix issue on Project Benefit Budget report affecting future years when Status = Idea is selected.
  • Release Date 9/9/2022
    • Project Timeline view: improved performance of drag/drop to dates
    • Idea Funnel: Tabs now reflect count as global filters change
    • Balanced Scorecard:
      • minor ui updates
      • now works with additional metric input frequency (weekly, daily)
    • Saved Views: fixed bug affecting saved views with filter criteria over 1024 characters
  • Release Date 9/5/2022
    • Project task tab. Fixed issue where project may not open to correct task group
    • Project List view: Project start/end dates now show additional date formats
    • xMatrix Print view: fixed small alignment issue
    • Project Benefits: Implemented some data validation affecting some data/charts not loading