New Features

What's new

• Templates and projects in the archive are now always excluded from resource utilization calculations.
• This applies to team planning and all areas where user workloads are displayed.
• As a result, utilization is accurate even when templates have a current plan.

What's new

• You can label projects as Draft to exclude them from the capacity calculation.
• Or you can use the function to simulate different scenarios.
• For example, projects that have not yet been commissioned can be assigned the labels Order | Probable and Order | Unlikely.
• This allows you to simulate future workload based on the probability of orders being placed.
• For example, you can simulate what happens if even the less likely projects are commissioned.

How it works

• In Team Planning, select Settings for workload calculation in the Options menu.

What's new

• Project folders and all projects contained therein can be excluded from the workload calculation in a central location.
• For example, the project folders Training and Test Projects.

How it works

• The central settings are made in Settings, then More, and then Workload Calculation.

What's new

• You can now control whether completed work packages are included in the utilization calculation.
• This is particularly useful if work packages are completed earlier than planned.
• The picture of the original planning remains consistent, and freed-up resources are immediately visible.

• When duplicating projects, subprojects, and work packages, you can now specify whether the data in the Reference Number field should also be copied.
• Labels can be removed by placing an “X” in the label.
• The switch between the structured tree table and the flat table has been moved to the Display menu to save space.
• The option to record time has been removed for personal tasks, as you cannot record time for personal tasks.
• In technician planning, absences due to illness are now displayed in red as missing resources.
• Problems uploading very large files to the board have been fixed.
• Copying bars in team planning was slow; this issue has been fixed.
• Absences due to vacation and illness are now displayed in the same gray color as weekends when planning users in the project.
• Tasks and material resources can be hidden in project planning.

What's new

• There are 9 new filters for board posts.
• The filter Date last modified allows you to quickly get an overview after a vacation or business trip.
• Filtering by the label Consultation helps you focus on specific topics in status meetings.
• Space-saving layout thanks to dynamic display.

How it works

• Use the + Filter button to add filters.

What's new

• Ideally, customers (or stakeholders) are invited as guest users so that they can read and collaborate directly on the board.
• Since some customers prefer email, it is now possible to export the entire board as a PDF.
• This can be done per work package, for a specific subproject, or for the entire project. Set filters and collapsing/expanding are taken into account.

How it works

• Menu Options in the board, menu item Print.

What's new

• When posts from subordinate levels are displayed in the board, they can now be expanded and collapsed.
• Grouping is done per subproject or work package.
• This increases clarity and reduces scrolling, especially for large projects.

How it works

• Activate the Group option in the Display menu.
• Use the arrows/angles to expand and collapse.

What's new

• Board posts can be duplicated with a single click.
• This is useful for ongoing meeting reports and concepts.
• This creates a transparent change history that is easy to track (and export).

How it works

• Context menu (3 dots) of the board post.

What's new

• Board posts can now be sorted using drag & drop.

How it works

• Activate manual sorting in the Display menu.
• Drag the “handle areas” at the top left of the board post.

• If the board is still empty, a post is automatically created when it is opened so that you can start writing immediately.
• The type of board post can now also be changed retrospectively, not just when it is created. For example, you can change from Text to Meeting Report. If compatible, the header data (date, participants) will be retained.
• There is a new type of board post: Teams Meeting.
• The date of a meeting is no longer a free text field, but has a date picker. This allows you to filter by meeting date.
• Design improvements in the header area of board posts
• Revised page for controlling project time tracking. The design has been improved, there are new filters and a more compact view.
• New Excel export of the data on this page.

Project success is not achieved through planning alone, but also through effective project controlling that continuously highlights progress, costs, and risks.

• Using burndown and earned value charts, project controlling compares planned and actual figures, thus creating transparent, uniform key figures.

• On this basis, all project participants can make informed and objective decisions.

• With the help of central scheduling dashboards and leading indicators, project controlling enables the early detection of schedule deviations.

• This creates valuable response time to manage risks proactively rather than at the last minute.

• Project controlling enables targets to be met through portfolio-wide analyses at all levels.

• Well-founded evaluations and profit calculations make the profitability and profits or losses of your projects transparent.

• Project controlling promotes continuous process improvement by comparing with previous projects.

• It enables more realistic planning based on target/actual and baseline data, thereby increasing the success rate of future projects.

What's new

• Export the project plan as a PDF, as it's shown in Project Planning
• Works for one or multiple projects
• Adjustable time period and zoom level
• Suitable for sharing via email

How it works

• Functions menu in Project Planning
• Use the Projects filter to display and export only one project
• Supported by Chrome and Edge browsers

What's new

• Deleted data can now be found in one central location: the recycle bin.
• No longer scattered throughout the software.
• For everything from entire projects to individual board posts and time entries.
• Restoration is also possible centrally from there.

How it works

• Menu item Recycle Bin under Advanced.

• The goal was a harmonious, fresh, and modern color palette.
• Colors that have already been set are retained.

How it works

• Assign colors to a project, subproject, etc. as usual in the settings.
• The default color palette has been updated.