- Hierarchal Code Files: All Code files in Dash360 now have 2 states: Flat or Hierarchal. The Flat state is the default and is how Dash360 has always worked. You just add new codes and codes are displayed as normal in Dash360. The new Hierarchal option allows you to either assign the Parent/Child relationship via a dropdown or you can use the Tree component to do it. If you choose Tree, then you can build out any code file in the Admin just like you do with the WBS Tree in the product today.
- Module User Security: You can now give CAMs access to only certain Modules in Dash360. A module consists of the main areas in Dash360: Dashboard, Estimating, Earned Value, Reporting, Risk and Schedule. Now, when you create a new user, you first select the module that the user should have access to followed by the Project, WBS, Work Package and Access Type. The Module default option is All - meaning the CAM will be given access to all modules. If you only give a CAM access to one module, then that is the only menu item that will show up in the left hand menu of Dash360. All existing CAMs already created are setup with All permissions. If a CAM has an All permission anywhere in their security settings, then they automatically will see all modules. The Project dropdowns across the product were also updated to only show CAMs the projects they have access to in the dropdown. Finally, if a CAM somehow is able to go to a URL that they don’t have access to then the system will throw an Access Denied error instructing them to talk to their Admin for access.
- Import / Export → Actual Resource Assignments: Built a new import and export for Actual Resource Assignments. This import / export looks almost identical to the Resource Assignment import / export except that it has a number of fields removed from it. This is to make importing actuals easier. Plus, Dash360 now does not allow you to use the same Resource Code for Actual Resource Assignments more than once per Work Package. This allows you to not need to specify the Resource Assignment ID column when importing Actuals. Instead, Dash360 will use the Project Name, WBS, WP and Resource Code to look the Resource Assignment ID up for you. This greatly reduces issues with loading Actuals every month and ensures that all Actuals loaded for a Resource Code on a Work Package will always be put in the same Resource Assignment.
- Import / Export → Resource Assignments with Notebook Fields: When Exporting Resource Assignments, the export file now contains any Resource Assignment Notebook fields into the file along with the value set for each field. The Resource Assignment Import was also modified to allow you to add these notebook fields to the import file. Use the new updated template to ensure you have properly formatted these new fields.
- Cost Estimating Form / Project Explorer / Schedule: When adding Actual Resource Assignments to Dash360, the product now only allows you to add a Resource Code once per Work Package for the Actual cost class. If you are adding a new Actual Resource Assignment, you will see that any previous used Resource Codes for that Work Package will not be selectable from the Add Resource Assignment → Resource Code form field. This feature was added to Dash360 to make it easier to import actuals on a monthly basis. By limiting the Resource Code to just 1 per work package (for the Actual cost class only), we can easily lookup the Resource Assignment ID for you so you don’t need to do the mapping yourself in Excel.
- Cost Estimate Form → Export Timephased Data: The Excel file that is generated by this feature now has dropdown lists! The WBS, Work Package, Resource Type, Cost Class, Resource Code and Result fields are now all dropdown lists in Excel populated with the data from Dash360 for your selected project. Selecting a WBS from the dropdown will automatically update the Work Package dropdown. The Resource Type, Resource Code and Resource Result also build off each other. Gone are the days of having to remember your code file data. In 2022, this feature will be coming to all export files.
- EV Curves: Added Budget in future periods to the EV Curve Report. Before this change, the Budget always stopped at the Current Reporting Period. Now, there is a new series on the chart that allows you to see the Budget to Completion in the line graph.
- Estimating → Cost Estimating Form → Timephase Export: The timephase export would fail if you tried to use it on a Work Package that did not have a Resource Assignment for each resource type: Labor, Non-Labor and Travel. This has been corrected.
- Admin → Backup/Restore & Import/Export: If you tried to export a file and then reimported it back into Dash360 without first opening the file in Excel and saving it, then the Dash360 import / restore process would throw an error. This has been corrected.
- Estimating → Cost Estimating Reports: When you load the Estimating → Cost Estimating Reports, the left hand flyout filter menu allowed you to create and import views before selecting a Report from the dropdown list. User views are assigned to the reports themselves, so creating or importing a view without first selecting a report threw an error. This has been fixed by hiding the contents of the left hand flyout menu for this page until after the user has selected a report.
- Admin → Import / Export → Resource Assignment Replace Timephased Data: When an admin uploaded new values for a Resource Assignment but that RA did not have a Finish Date that was equal to the last day of the month, then the system would skip the last month when respreading the Units value. This has been corrected.
- Admin → Projects → Copy Cost Class: In the Source Cost Class step, the Actual Cost Class was added as a selectable option. It was missing.
- Recalculate Project on Some Imports: When importing Resource Assignments, Resource Codes, Rates, Resource Calculations, Actual Resource Assignments, Resource Assignment Timephased Units or Resource Assignment Replace Timephased data, the system will automatically now Recalculate Project for all of the Projects that you included in your import. This is to ensure that any import you do correctly updates the timephase data used throughout Dash360. This will slow down imports for these files, but will also ensure the data is correct across the system after you import.
- Admin → Projects → Copy Project / Backup & Restore Project: When copying or restoring a project, the system was incorrectly duplicating the Resource Assignment Cost field that is used in the Cost Estimating Reports. A Recalculate Project would fix the issue. However, we have now corrected it so this behavior does not occur when copying or restoring a project.
- Admin → Projects → Delete Project: Projects with Risk Register Notebook Entries in them could not be deleted. This has been corrected.