Release Dates:
- For SaaS - 5th March March 2016
- For On-Premise - 4th April 201601st April 2016
Breaking Changes
- 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
Ability to define your own Project States: Earlier known as project phases"Phase", this has been one of the most demanded feature requests. For details, refer refer here.
Note 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:
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 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.
- The ‘Recalculate Projections’ option will not be visible when the stage is either "Planning" or "Closure".
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
- Support for Microsoft Edge browser.
- Bulk Edits for Timecodes: Ability to change "Timecode" in bulk.
- The ability for a client to initiate a project discussion.
- 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.
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- The latest version of our framework Sencha Ext JS 6. This brings in improved performance and code security.
Changes
- To accommodate the new feature "Project States", certain changes to the existing behavior of Project Phases & Schedule Status were necessary. More importantly, the Completed schedule status is removed. For details, refer here.
- Label changes on Timesheet:
- Save, I'll submit later renamed to renamed to Save.
- Send for approval renamed to renamed to Submit.
- Label changes for Schedule and Budget Status Indicators. This This is for better readability and real-estate usage.
- 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.
- Budget Status Indicators: On 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
- Support for IE 10.
- "Switch to old menu" option will no longer be shown. All users will now see the new menu released in the earlier version.
- RSS feed in an Activity Log report.
- The ability to add a document from the main menu.
- "Favorite" option (under actions menu) for a project, task and discussion.
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