- Import / Export Resource Assignments with Timephasing: This release has a new feature that allows you to add, edit and delete Resource Assignments along with it’s timephased data all at once from Excel. You can import and export by Work Package or for the whole project. CAMs can use this feature, too. Dash360 will automatically only download the Resource Assignments that CAMs can access via their security credentials. CAMs can only update Resource Assignments that they have “CAM” access to in the Admin → Users → Security area. The Export will allow CAMs to download Work Packages they have Read-Only access to as well, but they cannot reimport those Resource Assignments because they don’t have write access to those Work Packages. The Excel file includes all of the pertinent details about each Resource Assignment and then has 1 column for each month in the project. The timephase data for each Resource Assignment is then put into each monthly column. Need to remove a value from a month? Simply delete the value from that month. Need to add a value? Just type that value in the correct monthly column. After you are done making changes, reimport the file to automatically update all of the changed Resource Assignments. You can also add new Resource Assignments by adding a new row to the spreadsheet and leaving the ID field empty. Also, delete existing Resource Assignments by setting the Delete flag to “Yes”. A Registry flag was also added to the Admin → Projects → Registry area to allow you to turn off the export or the import for your CAMs if you don’t want them to have this feature. By default, this feature is turned on.
- Cost Estimating Form → Add / Edit Resource Assignment: When editing an existing non-labor or travel Resource Assignment, the Existing Profile and Linear Spread radio buttons sometimes did not work. Instead, the system would always use the existing profile and the linear spread would no longer work. This has been corrected.
- Risk Register: Sorting by Schedule Impact in the Risk Register was treating numbers as string causing the sort to not work correctly. This has been corrected.
- Risk Register: Be able to change the labels for the Risk heatmaps for the chart title, axis titles, etc.
- Risk Register: Removed retired risks from the Monte Carlo and Burndown Charts
- Added a Direct Link in the question mark dropdown to the Knowledge Base.
- Setup a way to update release notes from the help widget.
- Setup a way to create tool tips from the help widget.
- Import / Export: Added an import and export for Notebook field values attached to Resource Assignments.
- Import / Export: Build a special Resource Assignment Replace Timephase export and import. This import assumes that all of your Resource Assignments are linearly spread. In the import file, you supply an existing Resource Assignment ID and a new Start Date, Finish Date and Units field. The import first removes all timephase data for each Resource Assignment. Then, if your Admin → Edit Project → Resource Assignment Unit Time Phase fields are set to “Monthly”, the system will repeat the Units value once for each month between the Start and Finish date (Most customers use “Monthly” for Labor resources). If the Resource Assignment Unit Time Phase is set to “Full”, then the Units will be linearly spread between the Start and End Dates (Most customers use “Full” for Non-Labor and Travel resources). Please be sure to check the Admin → Edit Project → Resource Assignment Unit Time Phase fields before using this import. This import will allow you to Delete existing Resource Assignments by setting the Delete flag to Yes. You cannot add resource assignments by using this import.
- Projects: Resource Assignment Notebook fields and Links added to WBS Dictionary items are now part of the Copy Project, Backup Project and Restore Project. These items did not used to get copied and now they do.