Celoxis v10.5 Release Notes

Owned by Rashmi Likhite
Last updated: Mar 23, 2017
5 min read

Release Dates:

  • For SaaS - 24th September 2016

  • For On-Premise - 1st December 2016

Breaking Behavioral Change

  1. The ‘is_manual’ parameter in Creation of Tasks via API is a mandatory parameter.
     

New Features

  1. Ability to add task colors for better visualization of project plans. These colors will be seen on the Gantt and Task Reports.

  2. New custom field formulae and improved syntax. Changes include string concatenation operators, shorthand syntax, sets, lists and maps data structures.

  3. Ability to change task’s Schedule mode (Auto or manual) in bulk from the Interactive Gantt.

  4. Ability to specify additional scheduling information such as resources, duration or dates while adding multiple tasks to a project  in one go.

  5. Ability to create multiple milestones in a project at one go.

  6. New Scatter charts to give you the ability to slice and dice your data and uncover correlations between them.

  7. Ability to set user’s roles, dashboards, rates, work calendar and custom fields in bulk.

  8. Multiple select and bulk editing for projects. 

Improvements

  1. Improved Timer Interface. The “Timers” menu option is removed from the ●●● menu. The Timers will appear in the menu bar once you start a timer for the very first time on a work item. Improved look and feel of running and paused timers.

  2. Project’s Billing Type includes a ‘None’ value in addition to Fixed Price and Hourly types.

  3. Clone Project renamed to Copy Project. This Copy Project popup will now expose all project parameters, so that the user can modify them as needed while copying the project.

  4. The project page has been re-skinned with a new design making it easier to access project specific views.

  5. Improved Gantt toolbar and context menu.

  6. ‘Add Column’ option on the Gantt is moved from the toolbar to the last column in the Gantt.

  7. Improved context menu for projects, tasks, and other items. Expanded page actions for project page, task page, reports, views, etc.

  8. Administration page Improvements:

    1. Company Settings renamed to Administration. This option is moved under the user icon in the upper right-hand corner.

    2. The Administration page has been re-skinned with a new design. The admin can now easily toggle optional features that are not used. Optional features include

      1. Portfolio

      2. Costing

      3. Discussions

      4. Files

      5. Contacts

      6. Timesheets

      7. Billing

      8. Expenses

      9. Apps

    3. The Site Settings option now available on the Administration page. This is applicable to On Premise customers only.

  9. New Inclusions under the User icon in the upper right-hand corner:

    1. Administration

    2. Calendar

    3. Help related links

  10. Report Changes:

    1. Improved representation of prompt (dynamic) filters.

    2. You can simply select report columns by double clicking the column name in the Available list. Earlier you could only drag-n-drop items.

    3. The ‘Show totals only’ label on Add/Edit report page is moved near ‘Group by’ section to better indicate its purpose.

    4. The default pagination is removed from Add/Edit report page. It has been explicitly set to 25 records when the report is run by itself and to 10 records when the report is placed on the dashboard. The end user can change the page size while viewing the report.

    5. Improved organization of a report’s available columns. The most commonly used columns are brought up in the list and the remaining columns are moved under a ‘More’ label.

    6. Maximize icon for Reports placed on the Dashboard.

    7. Improved starring/unstarring reports for quick access.

    8. Reset option has been moved under prompt (dynamic) filters and column customization pop ups, each action for its intended purpose (reset to default values).

  11. The color-coded legend on Resource Load, Utilization and other Time-phased reports is shown only when Hours(Est) or Utilization(Est) columns are selected. These colors only make sense on these columns when viewing Resource allocations or utilization.

  12. Simplified Security screens

    1. On Administration Page, Roles, Role Privileges and Role Membership screens have been merged into a single Access Control screen. You can define/modify roles, manage role permissions and specify role members from the same screen.

    2. On Project Page, Security and Role Membership screens have been merged into a single Access Control screen. The screen is similar to the screen under Administration with reduced scope of actions.

    3. The Grant/Deny permissions are now color-coded for better readability. On Project’s Access Control screen, the permissions that are inherited from global settings are indicated with a lighter color shade and a tooltip.

    4. Security tab on Add/Edit User or My Settings has been removed. An Access Control section is available under the Basic Tab.

    5. Role column added to Users View.

  13. Workspace Simplifications: If you have not defined multiple workspaces, the workspace-related labels will not appear anywhere in the system. This will help simplify UI screens and eliminate unnecessary complexity.

  14. When an admin changes another user’s password, an automatic email will be sent out to that user.

  15. A better and improved warning message when deleting the App definition in the Administration section.


Behavioral Changes

  1. Project’s Deadline field will be an optional field. If entered, it will only be for informational purposes. For schedule status calculations, the project’s estimated finish date will be used.

  2. Project’s Client will be optional.

  3. The project option “New tasks will be manually scheduled” is removed from the project’s Add/Edit screen and will now be remembered as a user preference. This is accommodated in the Gantt toolbar’s gear icon in the toolbar.

  4. Creation/Deletion/Reorganization of Project specific views is now restricted only to Admins. This action has been moved to the “Administration” section under “Project Views” link.

  5. Project Views will be seen as Tabs on the Project Page. We will show 5 tabs (as organized by the admin) with a More option. Users will be able to set their Default Tabs or download reports as before.

  6. The “Completed” Schedule Status for tasks is being reintroduced due to popular demand. You will now see Completed as one of the Schedule Status values for tasks.

  7. Task RAG indicators will only be shown for Active Projects i.e. projects that are in execution stage. For all other tasks, the RAG values will be ‘Not Active’, similar to that of projects.

  8. The Reset option for Interactive Gantt will now default to columns based on the user’s preference of manually or auto scheduled tasks. For Auto scheduled, the default columns will be Name, Duration, Predecessors, Resources, Start, Finish. For Manually scheduled, the default columns will be Name, Start, Finish, Resources.

  9. Creation of tasks via email will allow creation of manually scheduled tasks.

  10. Importing tasks from a CSV file will allow specifying task durations or creating manually scheduled tasks.

  11. The task’s Last Update field will reflect the %Complete changes made from the Interactive Gantt and the Edit task pop up.

  12. All dates in the system will now be stored in ISO formats.

  13. Sorting on ‘Update (Last)’ column in any report will sort by ‘Last Update’ date.

  14. Sorting on ‘Last Post’ column will sort by ‘Last Post On’ date.

  15. “Size Indicates” option on a Bubble Chart is now optional, thus allowing a new scatter charting option.

  16. Recalculate Projections operation is now a manual activity; the projections will not be updated daily.

Label Changes

  1. Company Settings renamed to Administration

  2. Security renamed to Access Control

  3. Clone Project renamed to Copy Project. Clone renamed to Copy

  4. % Complete renamed to % Comp

  5. % Complete (Planned) renamed to % Comp (Est)

  6. Finish (Planned) renamed to Finish (Est)

  7. Add Update renamed to % and Comments

  8. Add File renamed to Attach Files

  9. Upload Archive option under File Folders renamed to Upload Zip

  10. Download (.zip) option under File Folders renamed to Download Zip

  11. Add Time renamed to Log Time

  12. Favorites tab under All Reports renamed to Starred

  13. Assignment (Report) renamed to Task Assignment

  14. Task Update (report) renamed to Task Status Update in New Reports action

  15. Task Update renamed to Status Update (on Task page)

  16. Bubble (Chart option) renamed to Scatter

  17. - ReportRunner- option in report filters has been changed to -Running User- in Add/Edit Report and to -Me- in Report’s prompt (dynamic) filters.

  18. View tab on Add/Edit Reports renamed to Output.


Bug Fixes

  1. Manually Scheduled tasks could not be scheduled on Weekends. This issue is now fixed.

  2. Virtual users were unintentionally available under the 'Assigned To' drop-down when initiating app items. This has now been removed.
     

Minor Release on 01st March:
  1. Remaining Work column added to Task, Project and Assignment reports. It is calculated as Actual - Estimated Work.
  2. Include completed Timesheets filter added to Incomplete Time report. You can use this to include user's completed timesheets in the list.
  3. Hierarchy filter added to Task report. This helps filter out tasks that belong to a particular task hierarchy.
  4. Ability to assign a resource to multiple tasks (Gantt's context menu) has been extended to allow multiple resource assignments to multiple tasks.