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Tuesday, December 6th, 2022 New Features
  • Estimating → Cost Estimate Form: Added a new CPR section. This collapsible section shows the CPR for this Work Package for the current reporting period. It also has a column chooser and is part of the user view system allowing you to customize this datagrid extensively.
  • Estimating → Cost Estimate Form: The sticky note that can be opened on the Cost Estimate Form is now draggable. This allows you to move the sticky note around on the screen so it’s not in your way.
  • Estimating → Cost Estimate Form → Schedule: Added all Resource Results columns (FTE, Hours, Direct, Escalation, etc) to the Activity and Resource Assignment data grids. This allows you to see how all of your costs are associated with your scheduled activities.
  • Estimating → WBS Dictionary: We have built a new Edit Mode that allows you to modify WBS Dictionary items in bulk. To use, just click the Edit Mode toggle and wait for your form to load. Then, change any values you want, scroll down to the bottom of the page and click the Save All button. We also added a new filter to show hidden WBS elements. You can now handle empty WBS elements by hiding them, showing them or showing only empty WBS elements. This last option is handy along with our edit mode feature to fill in all empty WBS Dictionary items on a project.
  • Schedule → Add Activity: The WBS, Work Package and Existing Cost Estimates drop downs now all have search capabilities so you can find what you are looking for faster. The Work Package dropdown also now only shows those work package that exist in the selected WBS. Also, if you select a task from the Schedule and then click the Add Task button, the WBS and Work Package fields will auto-populate with the WBS and Work Package from the selected task.
  • Schedule → Add Activity: The Resource Assignment area now filter out Actual and Earned Resource Assignments so they don’t show up in the selection. A cost class filter was also added so you can select just the cost class that you want to select resource assignments for.
  • Schedule: Added 2 new export options: Primavera and MS Project. These export an XML file that can be pulled into those tools.
  • Admin → User Status Update: Added a “Approve All” button to the top of the page to make it easy for administrators to approve all of the status changes sent in from their users at once.
Bug Fixes & Small Enhancements
  • Earned Value → CPR: The Balance field in the CPR was using an incorrect calculation. It used to be CTD Budget - CTD Actuals. Now, it has been corrected to BAC - CTD Actuals.
  • Estimating → Cost Estimate Form: CAM users would sometimes see the wrong Resource Assignments for a Work Package if the CAM was only given access to a subset of WBS / Work Packages in a project. This has been corrected
  • Estimating → Cost Estimate Form: When viewing Labor, Non-Labor or Travel Resource Assignments, sometimes the process icon dropdown was cutoff if you only had 1 Resource Assignment in the list. This has been corrected.
  • Estimating → Cost Estimate Form: When changing a Labor, Non-Labor or Travel Resource Assignment, the system now refreshes the Schedule datagrid, too. This insures that the Schedule costs will match any changes in the Resource Assignment cost.
  • Schedule: When I delete an Activity via the Schedule Builder or the Import Schedule area, any Resource Assignment links to that Activity are also now removed. Before, they would stay attached to the Resource Assignment even though the Activity no longer existed.
  • Schedule → Add / Edit Activity: The Resource Assignment pick list now shows the Resource ID, Resource Description, Resource Assignment ID, Description, Cost, Start and Finish Dates. This is to make it easier to assign Resource Assignments to Activities from this form.
  • Estimating → Cost Estimate Form → Schedule: If you clicked the Save & Close button in the Edit Activity form, sometimes the system would lose the Resource Assignments you had assigned to that activity. This has been corrected.
  • Estimating → Cost Estimate Form: When adding / editing a Resource Assignment, the ActivityIds field popup box would appear way up the screen making it hard to select from. This has been corrected.
  • Estimating → Work Package Report: If you were viewing the Cost Estimate Form and were looking at multiple cost classes, and then you travelled to the Work Package Report, then the system would throw an error. This is because the Work Package Report can only show 1 Cost Class at a time. This has been fixed so that the Work Package Report will default to the Budget Cost Class in this scenario.
  • Add / Edit Tasks & Add Edit Resource Assignments: If you try to attach a Resource Assignment to an Activity via the Add / Edit Task form, the system will now only show you Resource Assignments that exist in the WBS & Work Package you have selected for this task. The same also applies to the Add / Edit Resource Assignment form where the Activity Ids field will only show Activities that are assigned to this WBS and Work Package.
  • Reporting → Report Builder: When creating a user view, the system would throw a error. This has been corrected.
  • Admin → Restore Project: Changed the “Save & Close” button to instead read “Restore”.
  • Admin → Edit Project → Risk Prefixes: The system was throwing a bad error whenever you’d try to delete a risk prefix that had risks attached to it. Now the system pops up a box and tells you about the risks attached to this risk prefix and gives you the choice on whether to delete the risk prefix and all of it’s associated risks.
  • Admin → Export Resource Assignments: If your Activity Ids are all numbers in your schedule, then Excel would mess up the Activity Ids field. It would try to convert the field to a number. This especially messed up when you had multiple activities assigned to 1 Resource Assignment. This has been corrected.