Product Enhancements – Release Notes June 2024

We are happy to announce some new enhancements & fixes:
(Last Release – June 30, 2023)

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.

Released  June 30, 2024
Metrics

Metric Summary View

  • NEW feature :  Introducing a new Metric Summary View page to display department-wise metrics, showing a preview of how many metrics of each color exist in each department.
Metric Summary View
  • Users can see gauge chart, bowling chart, and tree view of each department’s metrics when clicking on the preview chart.
Users can see gauge chart, bowling chart, and tree view
  • Users can use options in the bottom right to change the view, including expand all tree, collapse all tree, horizontal, compact, full screen, etc.
Users can use options in the bottom right to change the view

Metric Tile View

UI Enhancement: Color of tile gauge chart will now be grey if  data is not present in metric and we will show it as null.

Color of tile gauge chart will now be grey
Project Portfolio Timeline
  • Enhancement:  Enhanced Gantt timeline views(task timeline, project portfolio timeline) to show task tags in the hover-over details popup.
Enhanced Gantt timeline views
Users
  • Enhancement:  Deleting a user now excludes inactive users from the replacement list.
Huddleboards
  • UI Enhancement: Added actions dropdown with options to Edit, View, Delete, and Clone Huddleboard.
Added actions dropdown with options to Edit, View, Delete, and Clone Huddleboard
General Updates/ Bug Fixes
  • Goal & Metric import now correctly updates all data, including status.
  •  Actual, Target, and Budget values showing correctly for monthly and quarterly charts when benefit dates are cleared from more filters.
  • Huddleboard filters working correctly.
Released  June 24, 2024
Goals

Goal Grid View

  • NEW feature: Introducing beta versions of Goal Grid with new display options: Group By Goal (3 column), Group by category, and Grouped by departments. Explore these new options to organize and visualize your goals more effectively.
Introducing beta versions of Goal Grid with new display options
Introducing beta versions of Goal Grid with new display options
Metrics

Data Tab

  • Enhancement: Added a popup on cell hover for editing and modifying large data in metrics columns.
Added a popup on cell hover for editing and modifying
Project Benefit Exception Report
  • Enhancement: Updated Project Benefit Exception Report Drill Down to display “Inactive” status next to user name if user is inactive.
Updated Project Benefit Exception Report Drill Down
General Updates/ Bug Fixes
  • Resolved issue of two Charter tabs being visible in Spanish translation.
  • Department names now remain visible on tiles after data is filled in metric bowling view.
  • Resolved issue with metric import, Users can now successfully import metrics from metric tile view without encountering error.
  • Metric bowling tiles on goal x matrix  now displaying accurate colors.
  • Resolved allignment issues of metric bowling tiles on metric bowling view.
  • Project benefits order on the Budgets tab now matches the order on the Project Benefits tab.
Released  June 17, 2024
Global Filters
  • Enhancement: Added a second option to the Clear Filter button, making it the default/primary button displayed, while retaining access to the current Clear filter behavior through a dropdown selection.
  • Reset Filter – Sets filters to your own user and department.
  • Clear Filters – Removes all filters and shows all that is visible to you.
Global Filters
Project List
  • NEW Feature: Ideas & Shelved Projects are now visible in the project list view.
NEW Feature: Ideas & Shelved Projects

Message Tab

  • Enhancement: Added option to send email notifications to all team members when posting to the message tab.
Added option to send email notifications
Metric Bowling
  •  Enhancement: Modified Bowling view to include year-to-date display option
Modified Bowling view to include year-to-date display option

Data Tab 

  • Enhancement: Added auto-calculation option for target column in metrics when input method is changed to sum from project benefit.
Added auto-calculation option for target column in metrics

Group by Category

  • UI Enhancement: Updated group to display only 15 metrics per group on initial page load on all metric bowling view.
Idea Funnel
  • Enhancement: Made the column widths in the Idea Funnel adjustable, similar to the Goal List and Metric List views.
Made the column widths in the Idea Funnel adjustable
Settings

General Settings

  • NEW feature: Added new currency setting for Nicaraguan Currency (C$) in admin settings.
Added new currency setting for Nicaraguan Currency
General Updates/ Bug Fixes
  • Performance: Improved loading speed of the Idea Funnel page.
  • Resolved issue with tag search due to API performance slowdown.
  • Prevented users from creating two primary benefits in Projects > Project Benefits.
Released  June 11, 2024
General Updates/ Bug Fixes
  •  Photo uploads on the huddleboard tile now persist after refreshing the page.
  • Team Engagement report now displaying correct values.
  • Task links will highlight the corresponding task in the project after redirection.
Released  June 07, 2024
Projects

Tasks Tab

  • UI Enhancement: “My Projects” sidebar now accessible from any project view, improving navigation convenience.

  • Enhancement: Users can now hide completed task groups by clicking on the eye icon.

Users can now hide completed task groups by clicking on the eye icon

Task Timeline

  • Enhancement: Clicking on owner or task name now opens task edit modal instead of due dates popup.
Metrics

Bowling View

  • UI Enhancement: Metric Bowling view will  save the last opened group by view for user convenience.

Print 

  • Category now displays correctly in Bowling/Category format when selecting “Print to PDF.
Category now displays correctly in Bowling/Category
Project Accountability Report
  • Enhancement: Project Accountability Report now displays the number of tasks done alongside the percentage, with hover-over details.
Project Accountability Report now displays the number
X Matrix Huddleboard / Goal X Matrix

Bowling View

  • UI Enhancement: Group by category now has sticky group headers when scrolling until the next group header is visible.
General Updates/ Bug Fixes
  • Members with “Edit Own” and “View Only” permissions restricted from updating priority in Portfolio and Task timeline.
  • Project License users with 2+ departments selected as visibility can now create tasks in another department.
  • Aligned start and due dates between Task Timeline and Tasks tab.
  • Resolved issue where A$ and RM currencies were not visible to Strategy user accounts in Admin settings.
  • Team engagement report displaying correct currency and Target benefit.
Released  June 03, 2024
Projects

Charter Tab

  • Linked projects now display the Project Leader as the owner instead of the creator.

Tasks Tab

  • NEW feature: Added functionality to search by task number in Prior task.
Added functionality to search by task number in Prior task
  • NEW feature: Added functionality to “Copy Group Link” in Project Tasks.
Added functionality to Copy Group Link in Project Tasks

Edit Task

  • UI Enhnacement: Task comments now display the commenter’s name for better identification.
Task comments now display the commenter’s name
Project Portfolio Timeline
  • Enhancement: Enabled users to update task priority directly from the timeline Gantt chart on all timeline views.
Enabled users to update task priority directly from the timeline Gantt chart
General Updates/ Bug Fixes
  • Resolved issue with invalid links in notification emails on Idea Prioritization.
  • Team Engagement Report loading properly when using R currency.
  • Resolved issue where changing the time to Mountain automatically set it to Phoenix.

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