Celoxis v9.6 Release Notes

Release Dates:

• For SaaS - 5^th March 2016
• For On-Premise - 01^st April 2016

Breaking Changes

1. The Completed "Schedule Status" for Project and Task is removed. 
   Users who have explicitly set Schedule Status filters to include/exclude the “Completed” option will have to manually change their report definitions to get their report data correct. 
   To fix this: A new filter Display Tasks is available in "Task" report which has a value "Completed" which you can pick to view all completed tasks.
   To exclude the completed tasks, you can add the filters %Complete with value < 100.

New Features/Enhancements 

1. Ability to define your own Project States: Earlier known as project "Phase", this has been one of the most demanded feature requests. For details, refer here. 

   Customers using "phase_id" in the formula fields or API's will have to change their respective code to apply the new change.
   For API, refer here.

   Migration for existing customers:
    

   1. All existing project “phases” will be automatically migrated to the project “states”. 

      Phase Name	State Name	Allow Time	Send email notifications
      In Planning	In Planning	Will depend If the company policy "Allow time on archived/In planning projects” was checked, then time will be allowed.	No
      In Progress	In Progress	Yes	Yes
      On Hold	On Hold	No	No
      Archived	Archived	Will depend If the company policy "Allow time on archived/In planning projects” was checked, then time will be allowed.	No

   2. The policy “Allow time on archived/In planning projects” will be removed. The corresponding states will automatically have the 'Allow Time' checkbox enabled for it after the migration.

   3. The ‘Recalculate Projections’ option will not be visible when the stage is either "Planning" or "Closure".

   4. The “Completed” status (schedule status) of a project/task is removed. It will now be one of the following: On Track, Off Track, Blocked (for task), Future, At Risk. The Completed status will now reflect as follows:

      Condition	New Schedule Status
      Finish(Actual) > Finish	Off Track
      Finish (Actual) <= Finish	On Track

2. Support for Microsoft Edge browser. 
3. Bulk Edits for Timecodes: Ability to change "Timecode" in bulk.
4. The ability for a client to initiate a project discussion.
5. Warning on Timesheet of unsaved changes: This has been another most asked feature - a system warning when the user tries to navigate away from the timesheet with unsaved changes.

Infrastructure Improvements 

1. The latest version of our framework Sencha Ext JS 6. This brings in improved performance and code security.

Changes 

1. Label changes on Timesheet:
   1. Save, I'll submit later renamed to Save.
   2. Send for approval renamed to Submit.
      
2. Label changes for Schedule and Budget Status Indicators. This is for better readability and real-estate usage.
   
   1. Schedule Status Indicators: On Time renamed to On Track, Overdue renamed to Off Track, Schedule at Risk renamed to At Risk, with a time icon.
   2. Budget Status Indicators: On Budget renamed to On Track, Over Budget renamed to Off Track, Schedule at Risk renamed to At Risk, with a currency icon.

Discontinued Items

1. Support for IE 10. 
2. "Switch to old menu" option will no longer be shown. All users will now see the new menu released in the earlier version.
3. RSS feed in an Activity Log report.
4. The ability to add a document from the main menu. 
5. "Favorite" option (under actions menu) for a project, task and discussion. 

Bug Fixes

1. While creating a new client, the data in custom fields of the logged in user was copied over to the client.
2. Document report when sorted by "Path" was displaying an error.