Brazil Patch 1, Brazil, Australia Patch 7, Australia Patch 6, Australia Patch 5, Australia Patch 4, Australia Patch 3, Australia Patch 1, Australia, Zurich Patch 12, Zurich Patch 11, Zurich Patch 10, Zurich Patch 9, Zurich Patch 7, Zurich Patch 4, Zurich, Yokohama Patch 9, Yokohama Patch 5, Yokohama
Standalone Application
Strategic Portfolio Management - A new and improved Project Workspace provides a better user experience for project managers. A modern, intuitive UI to plan and manage all work which includes enhancements to the project homepage, details page, and planning page.
New project details provide a better UI in Next experience for users to view the details of a project. The new project planning module provides a better UI and UX experience with performance-enhanced scheduling, task drag & drop, bulk edits, and copy & paste.
An improved RIDAC experience provides a single view to manage all risks, issues, decisions, actions, and request changes in a project. Create, edit, convert, and associate RIDAC records in an easy-to-use editable grid.
The updated financials experience helps users to plan, re-forecast the planned costs, and create actual cost records from a simple, centralized interface in a fast and efficient manner.
The Project docs provide a collaboration space for project managers where they can take notes, add documentation, and collaborate with team members.
New Project Status report leveraging the Docs component so that project managers can configure and customize status reports easily and more efficiently.
- Details section in the new project workspace to view all the details of the project
- Create projects and update project details such as assignee, state, and phase
- Create, manage, and update project task details such as assignee, dependencies, duration, start and end dates, percent complete, state, and phase
- See project tasks in list and timeline format
- Enable project actions such as move project, apply a template, import project, and export project
- Create baselines and view critical paths on the project timeline
- Support of large projects with over 10,000 tasks
- Platform and email notifications for task assignments
- Create, Edit, Convert, and Associate RIDAC records
- Manage resources at Project and Project task level
- Create, update, and delete user/group/attribute-based assignments for a project/project task
- Create, update, and delete attribute based assignments for a project/project task
- Create and update cost plans from a side panel or in-line in the financials grid
- View, edit, or create expense lines against the cost plans
- Create financial baselines to capture the status of financial costs at any instance
- View the list of financial baselines and select any two to compare for easy analysis of cost changes over time
- As a portfolio manager, approve budget top down or bottom up to the projects by expense type or cost type
- As a project manager, compare the latest costs with the approved budget in a detailed view to identify budget overruns
- Create project docs to manage ideas, strategize, take notes, and collaborate with team members
- Create, configure, and customize a project status report to give teams and key stakeholders a snapshot of a projects health and overall status
- Ability to view, approve, and modify a resource's capacity all in one view with the new resources page
- Integration with HAM hardware requests with the ability to view asset requests related to projects
New:
- Configure which L2 menu items are visible for each project type in Project Workspace to provide tailored layouts and streamlined navigation.
- View all project tasks assigned to you or created by you directly from your employee slate. Expand the list and load task details as needed.
- Preview the tasks generated or extracted during the project plan generation flow on the Project Workspace home page and planning page. When an Excel document is provided, it is prioritized for task extraction over PDF, Word, and PowerPoint files.
Changed:
- The header now stacks elements and adapts its alignment at up to 200% zoom. Beyond 200% zoom, toolbar actions are grouped into drop-down lists for a better screen fit.
- When a demand is converted to a project, the current offset is updated to keep assignment dates consistent, preventing auto-sync events and preserving assignment integrity.
- The start date of a project task can no longer be moved later than the earliest actual time entered on the task, keeping task timelines accurate and preventing assignment sync errors.
- Resource assignment data on the planning page is now retrieved based on the resource assignment toggle, improving the relevance of the data displayed.
Fixed:
- Resolved an issue where negative lag values entered when adding a dependency in Project Workspace were saved as zero.
- Resolved an issue where saved project status reports appeared blank after the template was modified and published.
- Resolved an issue where Project Workspace export logs did not correctly record exports to XML or Microsoft Project formats.
Not applicable for this application version.
- Required plugins and products - PPM Standard
- Dependencies - sn-task-planner, sn_invst_pln, sn-datagrid, sn-docs, sn_plng_att_core, sn_rm_ws
- Properties that need to be created or set to activate the content pack - None
- Affected business rules - None
- Affected script includes - None
- .jar files that need to get uploaded, if applicable - None