Product Enhancements – Release Notes June 2020

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

• Project Charter –> Tags component displays all tags with checkboxes
  • New display is useful for visualizing tags such as project benefit types (ie 8 Wastes of Lean)

• NEW! Project Summary Report:
  • A chart that summarizes the Project Benefit Types/ Tags when used.

• Updates to KPI Fire provided Workflows:
  • We are updating the “Tags” component on the Project Charters to use the 8 Wastes as default Tags.
  • Default Tags will be: Defects, Over Production, Waiting, Non-Utilized Talent,  Transportation, Inventory, Motion, Excess Processing, Variation

• Team Engagement Report:
  • Added Certification Level to table
  • Can now track resource utilization within projects to identify resources(people) who may have been trained but are not being utilized on a project.
  • Certification levels are part of the User settings.

• Table headers have blue styling to indicate when data is being sorted and/or filtered by that column

• Metric Bar Chart:
  • Now shows the actual values in both the Daily and Monthly View

• Advanced Search:
  • Tightened up criteria for search results to find more exact matches

• Settings –> API Settings:
  • API Help Link directs to blog post Use Postman to test KPI Fire Metric APIs

• User Name is visible from nav bar dropdown

• Updated Modal Headers: Consistent design for improved UI.
  • Tasks, Metrics, Goals
  • Use the “X” in the corner to Save & Close modal
  • Press the “Save” button to Save & Keep Working
  • Find your Add/Edit links or Delete under Actions

Metric Modals:

User Name, Departments, Category, “X” Save & Close, Actions (Add/Edit, Delete) Save & Keep Working

Goals Modals:

User Name, Departments, Category, “X” Save & Close, Health, Progress, Actions (Add/Edit, Delete) Save & Keep Working

Task Modals:

User Name, Priority, Status “X” Save & Close, Actions (Lock/Unlock, Delete), Save & Keep Working

• Moved Project ID into header
  • Visible from any tab

• Project Workflow –> Export
  • Can export as both CSV and Excel (xlsx)

• New Goal:
  • First Status Report reminder is set to the default of 30 days after the goal is created

• Enhanced functionality of Metrics Bowling View
  • Linked metrics are grouped within a metric container that has a blue left border
  • Sub-metrics are indented from parent metrics
  • Parent metrics that are calculated from sub-metric data have a grey background
  • Parent metrics will automatically update when sub-metric is edited
  • Date headers are visible above top-level metrics

• User License and Project Roles Permissions have been updated. User’s ability to edit areas of the project is based on project settings of flexible or non-flexible, license type, and project role.
  • Learn more about License Types
  • Learn more about Project Roles

• • Areas affected by permissions:
    • Actions: Import, Export Workflow, New Tile
    • Header: Title, Project Info
    • Project Tabs: Charter, Team, Workflow, Status Reports, Project Benefit

Actions: Import, Export Workflow, New Tile

Header: Title, Project Info

Project Tabs: Charter, Team, Workflow, Status Reports, & Project Benefits

• My Projects page now displays most recently viewed project

• Read other recent Blog Posts:
  • Tasks: Status & Approvals
  • Add a New User

<< Previous Release Notes: Q2:May 2020
>> Next Release Notes: Q3:July 2020